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Fidelity msci info tech i shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 11k 224.67
2025-09-30 $1.7M 7.5k 222.16
2025-06-30 $785k 4.0k 197.23

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View all positions for Sax Wealth Advisors

Top funds holding Fidelity msci info tech i

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

View all funds holding Fidelity msci info tech i