FTEC — FIDELITY INFO TECH ETF

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  21 quarters on record

This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in FIDELITY INFO TECH 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
2.96% (2020 Q4)
Avg. % of fund
1.15%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 20,284 +4,835 +31.3% 1.73% $4.5M $221.90
2025 Q2 ADDED 15,449 +525 +3.5% 1.32% $3.0M $196.78
2025 Q1 ADDED 14,924 +135 +0.9% 1.10% $2.4M $160.71
2024 Q4 ADDED 14,789 +448 +3.1% 1.21% $2.7M $183.98
17 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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