FTEC β€” FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

Ownership history in Rise Advisors, LLC  Β·  18 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows FTEC at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTEC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held FTEC β€” position size vs. price
% of Fund (quarterly)    FTEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,954 +2 +0.1% 0.15% $412K 2026-05-15 (Est.) $213.56
2025 Q4 REDUCED 1,952 -161 -7.6% 0.16% $438K 2026-02-11 $223.06
2025 Q3 ADDED 2,113 +2 +0.1% 0.17% $469K 2025-10-08 $228.27
2025 Q2 ADDED 2,111 +3 +0.1% 0.17% $416K 2025-07-08 $198.90
2025 Q1 ADDED 2,108 +3 +0.1% 0.15% $340K 2025-05-15 $182.29
2024 Q4 REDUCED 2,105 -931 -30.7% 0.19% $389K 2025-01-07 $185.55
2024 Q3 REDUCED 3,036 -133 -4.2% 0.25% $530K 2024-10-11 $177.40
2024 Q2 ADDED 3,169 +4 +0.1% 0.29% $544K 2024-07-09 $176.51
2024 Q1 REDUCED 3,165 -92 -2.8% 0.26% $493K 2024-04-09 $152.92
2023 Q4 ADDED 3,257 +306 +10.4% 0.33% $468K 2024-01-10 $140.51
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Rise Advisors, LLC and FTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning FTEC?

Rise Advisors, LLC reported FTEC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTEC position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for FTEC was 0.33% in 2023 Q4.

What is the latest reported FTEC position on this page?

The most recent filing on this page is 2026 Q1, when Rise Advisors, LLC reported 1,954 shares, equal to 0.15% of portfolio, with an estimated market value of $412K.

What does the chart on this FTEC ownership page compare?

The chart compares Rise Advisors, LLC's quarterly FTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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