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Fidelity msci info tech i shares owned by KDK Private Wealth Management

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

Historical chart of KDK Private 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 KDK Private 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 KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 29k 222.17
2025-06-30 $6.0M 30k 197.21

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private 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