FTEC — FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

Ownership history in Red Tortoise LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1 — 0% 0.00% $113 $221.90
2025 Q2 UNCHANGED 1 — 0% 0.00% $100 $196.78
2025 Q1 REDUCED 1 -48 -98.0% 0.00% $82 $160.71
2024 Q4 INITIATED 49 — — 0.00% $9K $183.98
% of Fund (quarterly)    FTEC price (monthly, adj. close)

Other funds also holding FTEC

As of 2025 Q4 — sorted by position size

Mowery & Schoenfeld Wealth Management, LLC 9.72% Yoder Wealth Management, Inc. 8.86% Richard Bernstein Advisors LLC 3Y 7Y 8.81% Portfolio Strategies, Inc. 3Y 7Y 6.12% Eaton Financial Holdings Company, LLC 5.65% Fischer Financial Services, Inc. 5.14% PRIMORIS WEALTH ADVISORS, LLC 3Y 4.92% Armor Investment Advisors, LLC 3Y 7Y 4.63% Kraft, Davis & Associates, LLC 3Y 4.16% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.16%
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