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Glass Jacobson Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.7K Sell
262
-133
-34% -$34.8K 0.02% 287
2026
Q1 		$82.2K Buy
395
+152
+63% +$33.4K 0.03% 264
2025
Q4 		$54.6K Sell
243
-88
-27% -$19.9K 0.02% 303
2025
Q3 		$73.6K Buy
331
+22
+7% +$4.58K 0.03% 265
2025
Q2 		$60.9K Sell
309
-52
-14% -$9K 0.02% 275
2025
Q1 		$66.7K Hold
361
– – 0.02% 338
2024
Q4 		$66.7K Sell
361
-58
-14% -$10.6K 0.02% 338
2024
Q3 		$73.1K Sell
419
-1,398
-77% -$236K 0.02% 313
2024
Q2 		$312K Sell
1,817
-86
-5% -$13.6K 0.11% 180
2024
Q1 		$297K Sell
1,903
-25
-1% -$3.77K 0.11% 181
2023
Q4 		$277K Sell
1,928
-228
-11% -$30.2K 0.11% 176
2023
Q3 		$265K Buy
2,156
+45
+2% +$5.79K 0.12% 176
2023
Q2 		$276K Buy
+2,111
New +$251K 0.13% 172
2022
Q4 		$224K Buy
+2,372
New +$229K 0.11% 190

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Glass Jacobson Investment Advisors's FTEC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 34% in Q2 2026, selling an estimated $34.8K and leaving 262 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #287.

Glass Jacobson Investment Advisors first reported a position in FTEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $312K in Q2 2024. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 262 shares of Fidelity MSCI Information Technology Index ETF worth $74.7K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 133 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $34.8K.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #287 holding.
  • Glass Jacobson Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $312K in Q2 2024.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.