FTEC — FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

Ownership history in Samalin Investment Counsel, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Samalin Investment Counsel, 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.

Peak position
0.97% (2025 Q2)
Avg. % of fund
0.57%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,674 -667 -5.4% 0.93% $2.6M $224.67
2025 Q3 REDUCED 12,341 -475 -3.7% 0.94% $2.7M $221.90
2025 Q2 ADDED 12,816 +685 +5.6% 0.97% $2.5M $196.78
2025 Q1 ADDED 12,131 +1,453 +13.6% 0.79% $2.0M $160.71
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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