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Fidelity msci info tech i shares owned by SWMG

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

Historical chart of SWMG investment in Fidelity msci info tech i

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All positions including Fidelity msci info tech i held by SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $499k 2.2k 227.00
2025-06-30 $354k 1.7k 206.50
2025-03-31 $240k 1.5k 162.50
2024-03-31 $352k 2.3k 155.84
2023-12-31 $244k 1.7k 143.64

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Total Usd (IUSB)

View all positions for SWMG

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