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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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. 656 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.
656 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.