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Fidelity msci info tech i shares owned by Blue Rock Wealth Management

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

Historical chart of Blue Rock Wealth Management investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by Blue Rock Wealth Management 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 Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $711k 3.2k 222.17
2025-06-30 $631k 3.2k 197.22
2025-03-31 $564k 3.5k 161.27
2024-12-31 $573k 3.1k 184.88

More positions owned by Blue Rock Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Palantir Technologies Cl A (PLTR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Natixis Etf Tr Gateway Quality (GQI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Blue Rock Wealth Management

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