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JBR Co Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

JBR Co Financial Management’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 		$2.75M Sell
9,620
-7,743
-45% -$2.02M 1% 25
2026
Q1 		$3.9M Hold
17,363
– – 1.63% 14
2025
Q4 		$3.9M Buy
17,363
+1,322
+8% +$300K 1.63% 14
2025
Q3 		$3.56M Buy
16,041
+2,216
+16% +$461K 1.51% 12
2025
Q2 		$2.73M Buy
13,825
+3,102
+29% +$537K 1.35% 17
2025
Q1 		$1.73M Buy
10,723
+1,725
+19% +$309K 1.01% 27
2024
Q4 		$1.66M Buy
8,998
+3,843
+75% +$702K 1.01% 26
2024
Q3 		$900K Buy
5,155
+332
+7% +$56.1K 0.59% 43
2024
Q2 		$827K Buy
4,823
+968
+25% +$153K 0.58% 41
2024
Q1 		$601K Sell
3,855
-646
-14% -$97.3K 0.48% 49
2023
Q4 		$647K Buy
+4,501
New +$596K 0.61% 46

Other funds holding FTEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

JBR Co Financial Management's FTEC Position: Q2 2026 in Review

JBR Co Financial Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 45% in Q2 2026, selling an estimated $2.02M and leaving 9,620 shares worth $2.75M. The position accounts for 1% of the portfolio, ranked #25.

JBR Co Financial Management first reported a position in FTEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q1 2026. 284 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • JBR Co Financial Management held 9,620 shares of Fidelity MSCI Information Technology Index ETF worth $2.75M as of Q2 2026.
  • JBR Co Financial Management sold 7,743 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $2.02M.
  • Fidelity MSCI Information Technology Index ETF made up 1% of JBR Co Financial Management's portfolio in Q2 2026, its #25 holding.
  • JBR Co Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and has held it in 11 quarters since.
  • JBR Co Financial Management's Fidelity MSCI Information Technology Index ETF position peaked at $3.9M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.