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FTEC Institutional Ownership

Fidelity MSCI Information Technology Index ETF
1W: +1.7% 1M: +7.8% 3M: +10.2% YTD: +35.8% 1Y: +36.9% 3Y: +155.4% 5Y: +153.1%
$306.30
+3.04 (+1.00%)
 
Weekly Expected Move ±2.3%
$292 $299 $306 $313 $321
ETF AMEX · AUM $18.5B

Institutional Ownership — FTEC

699
Institutional Holders
+32 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
102
New Positions
205
Increased
250
Reduced
36
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (747 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Lido Advisors, LLC 2,009,121 $615M -166,697 -7.7% 39Q SEC ↗
2 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,343,888 $412M -67,244 -4.8% 15Q SEC ↗
3 Sixth Street Partners Management Compa NEW 1,343,888 $412M — +0.0% 1Q SEC ↗
4 BANK OF AMERICA CORP /DE 953,420 $292M -27,822 -2.8% 15Q SEC ↗
5 LPL Financial LLC 768,233 $235M +65,402 +9.3% 39Q SEC ↗
6 AGF MANAGEMENT LTD 690,136 $211M +11,694 +1.7% 15Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 669,504 $205M -17,819 -2.6% 45Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 668,463 $205M +1,087 +0.2% 35Q SEC ↗
9 Richard Bernstein Advisors LLC 594,003 $182M -739,953 -55.5% 7Q SEC ↗
10 MORGAN STANLEY 407,348 $125M +4,854 +1.2% 50Q SEC ↗
11 MERCER GLOBAL ADVISORS INC /ADV 357,389 $109M -22,481 -5.9% 24Q SEC ↗
12 Kestra Investment Management, LLC 323,063 $99M -224,214 -41.0% 9Q SEC ↗
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 319,994 $98M -22,641 -6.6% 34Q SEC ↗
14 OSAIC HOLDINGS, INC. 300,577 $92M +30,915 +11.5% 26Q SEC ↗
15 Jupiter Topco LLC NEW 271,093 $83M — +0.0% 1Q SEC ↗
16 Cambridge Investment Research Advisors 257,555 $79M -800 -0.3% 44Q SEC ↗
17 Portfolio Strategies, Inc. 232,327 $71M +62 +0.0% 35Q SEC ↗
18 FMR LLC 212,226 $65M -4,521 -2.1% 40Q SEC ↗
19 PRINCIPAL SECURITIES, INC. 198,769 $61M -14,161 -6.7% 11Q SEC ↗
20 Kestra Advisory Services, LLC 180,189 $55M -3,265 -1.8% 24Q SEC ↗
21 JPMORGAN CHASE & CO 154,792 $47M +1,397 +0.9% 43Q SEC ↗
22 NorthCoast Asset Management LLC 148,363 $45M +98,968 +200.4% 9Q SEC ↗
23 Independence Financial Advisors, LLC 141,263 $43M +66,435 +88.8% 6Q SEC ↗
24 UBS Group AG 130,558 $40M +18,440 +16.4% 47Q SEC ↗
25 Prime Capital Investment Advisors, LLC 118,093 $36M +12,517 +11.9% 13Q SEC ↗
26 Morningstar Investment Management LLC 117,953 $36M — +0.0% 8Q SEC ↗
27 WELLS FARGO & COMPANY/MN 114,710 $35M +30,401 +36.1% 47Q SEC ↗
28 STIFEL FINANCIAL CORP 111,207 $34M +606 +0.5% 32Q SEC ↗
29 VICUS CAPITAL 109,437 $34M +105,554 +2718.4% 48Q SEC ↗
30 Financial Partners Group, Inc 105,746 $32M +235 +0.2% 32Q SEC ↗
31 Yoder Wealth Management, Inc. 104,253 $32M +6,170 +6.3% 14Q SEC ↗
32 RAYMOND JAMES FINANCIAL INC 104,020 $32M +2,768 +2.7% 7Q SEC ↗
33 MAI Capital Management 103,149 $32M +6,973 +7.3% 13Q SEC ↗
34 PFG Advisors 102,879 $32M +580 +0.6% 4Q SEC ↗
35 Cetera Investment Advisers 98,702 $30M +1,765 +1.8% 14Q SEC ↗
36 Steward Partners Investment Advisory, 96,503 $30M -870 -0.9% 16Q SEC ↗
37 Fischer Financial Services, Inc. 88,406 $27M +273 +0.3% 7Q SEC ↗
38 CITIGROUP INC 86,044 $26M +9,323 +12.2% 14Q SEC ↗
39 AMERIPRISE FINANCIAL INC 84,177 $26M +3,266 +4.0% 16Q SEC ↗
40 Kraft, Davis & Associates, LLC 76,376 $23M -1,826 -2.3% 13Q SEC ↗
41 Marotta Asset Management 72,185 $22M +3,996 +5.9% 13Q SEC ↗
42 Eaton Financial Holdings Company, LLC 67,142 $21M +2,691 +4.2% 8Q SEC ↗
43 Advisory Services Network, LLC 60,737 $19M +1,900 +3.2% 38Q SEC ↗
44 Quantinno Capital Management LP 59,751 $18M +8,852 +17.4% 10Q SEC ↗
45 ROYAL BANK OF CANADA 58,462 $18M -232 -0.4% 42Q SEC ↗
46 Lifeworks Advisors, LLC 56,502 $17M -346 -0.6% 19Q SEC ↗
47 Armor Investment Advisors, LLC 56,066 $17M -999 -1.8% 39Q SEC ↗
48 Mariner, LLC 55,671 $17M -693 -1.2% 40Q SEC ↗
49 Mutual Advisors, LLC 53,844 $16M +1,213 +2.3% 35Q SEC ↗
50 King Wealth Management Group 51,730 $16M -586 -1.1% 42Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
VICUS CAPITAL +105,554 +2718.4% 109,437
NorthCoast Asset Management LLC +98,968 +200.4% 148,363
Independence Financial Advisors, LL +66,435 +88.8% 141,263
LPL Financial LLC +65,402 +9.3% 768,233
OSAIC HOLDINGS, INC. +30,915 +11.5% 300,577
WELLS FARGO & COMPANY/MN +30,401 +36.1% 114,710
UBS Group AG +18,440 +16.4% 130,558
Arax Advisory Partners +18,319 +312.0% 24,191
SUSQUEHANNA INTERNATIONAL GROUP, LL +16,993 +222.7% 24,622
Prime Capital Investment Advisors, +12,517 +11.9% 118,093
Sanctuary Advisors, LLC +12,299 +74.1% 28,905
AGF MANAGEMENT LTD +11,694 +1.7% 690,136
Signal Advisors Wealth, LLC +9,987 +551.5% 11,798
Ameritas Advisory Services, LLC +9,477 +99.5% 19,001
CITIGROUP INC +9,323 +12.2% 86,044
Quantinno Capital Management LP +8,852 +17.4% 59,751
Cerity Partners LLC +8,629 +229.4% 12,391
JONES FINANCIAL COMPANIES LLLP +8,528 +27.0% 40,064
CX Institutional +7,119 +18.2% 46,147
Meridian Wealth Management, LLC +7,063 +38.8% 25,285
Biggest Decreases (20)
HolderReducedChange %Total Shares
Richard Bernstein Advisors LLC -739,953 -55.5% 594,003
Kestra Investment Management, LLC -224,214 -41.0% 323,063
Lido Advisors, LLC -166,697 -7.7% 2,009,121
CHARLES SCHWAB INVESTMENT MANAGEMEN -67,244 -4.8% 1,343,888
BANK OF AMERICA CORP /DE -27,822 -2.8% 953,420
Tower Research Capital LLC (TRC) -22,795 -97.1% 671
NORTHWESTERN MUTUAL WEALTH MANAGEME -22,641 -6.6% 319,994
MERCER GLOBAL ADVISORS INC /ADV -22,481 -5.9% 357,389
ENVESTNET ASSET MANAGEMENT INC -17,819 -2.6% 669,504
CLEAR WAVE WEALTH MANAGEMENT LLC -16,182 -28.6% 40,454
Goldstone Financial Group, LLC -15,596 -35.2% 28,692
PRINCIPAL SECURITIES, INC. -14,161 -6.7% 198,769
CITADEL ADVISORS LLC -13,318 -55.8% 10,550
MGO ONE SEVEN LLC -12,739 -61.4% 8,021
GOLDMAN SACHS GROUP INC -11,512 -56.7% 8,804
JBR Co Financial Management Inc -7,743 -44.6% 9,620
HRT FINANCIAL LP -5,802 -27.1% 15,636
Private Advisor Group, LLC -5,459 -45.0% 6,676
CANTOR FITZGERALD INVESTMENT ADVISO -4,990 -17.0% 24,425
FMR LLC -4,521 -2.1% 212,226

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms