FTEC icon

Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

297 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
297
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
99
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$296M
2
BCM
2
Brookstone Capital Management
Illinois
$48.7M
3
Lido Advisors
3
Lido Advisors
California
$135M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$59.5M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$226K
2
KAS
2
Kestra Advisory Services
Texas
$13.3M
3
5L
3
55I LLC
Massachusetts
$19.8M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
LWA
5
Lineweaver Wealth Advisors
Ohio
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$296M 2,514,760 +595,616 +31%
Lido Advisors
2
Lido Advisors
California
$135M 1,145,090 +247,547 +28%
FSC
3
Full Sail Capital
Oklahoma
$78.6M 667,669 +33,601 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$71M 602,360 -1,673 -0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.5M 505,142 +80,595 +19%
BCM
6
Brookstone Capital Management
Illinois
$48.7M 404,555 +404,555 New
ASN
7
Advisory Services Network
Georgia
$32.7M 277,210 +9,388 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$21M 178,349 -434 -0.2%
HF
9
Halpern Financial
Virginia
$20.5M 173,678 -5,380 -3%
5L
10
55I LLC
Massachusetts
$19.8M 167,958 -70,303 -30%
Morgan Stanley
11
Morgan Stanley
New York
$19.6M 166,323 +9,050 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$18.5M 157,209 -13,640 -8%
Wells Fargo
13
Wells Fargo
California
$18.4M 156,163 -3,327 -2%
FIM
14
Freedom Investment Management
Connecticut
$17.2M 145,636 +21,037 +17%
KWMG
15
King Wealth Management Group
Florida
$15.3M 130,225 -75 -0.1%
LPL Financial
16
LPL Financial
California
$14.5M 122,800 +6,608 +6%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$14.2M 120,824 -1,974 -2%
NAM
18
NorthCoast Asset Management
Connecticut
$13.9M 117,812 +31,999 +37%
KAS
19
Kestra Advisory Services
Texas
$13.3M 113,201 -79,008 -41%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$13.1M 111,422 +4,249 +4%
RWP
21
RWA Wealth Partners
Massachusetts
$11.8M 100,565 +45 +0%
Stifel Financial
22
Stifel Financial
Missouri
$11.6M 98,726 -1,691 -2%
Bank of America
23
Bank of America
North Carolina
$11.5M 97,637 +1,864 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$10.3M 87,073 +6,798 +8%
TCM
25
Traynor Capital Management
Pennsylvania
$8.72M 73,115 -83 -0.1%
1
2 3 4 5