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Fidelity msci info tech i shares owned by Balance Wealth

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Fidelity msci info tech i

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All positions including Fidelity msci info tech i held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $604k 2.7k 222.17
2025-06-30 $553k 2.8k 197.23
2025-03-31 $447k 2.8k 161.28

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View all positions for Balance Wealth

Top funds holding Fidelity msci info tech i

Lido Advisors
Charles Schwab Investment Management
Richard Bernstein Advisors
Commonwealth Equity Services
Agf Management
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Full Sail Capital
Morgan Stanley
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Advisor Group Holdings
Kestra Investment Management
Portfolio Strategies

View all funds holding Fidelity msci info tech i