Jones Financial Companies

Jones Financial Companies’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Jones Financial Companies’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 Q1	$6.4M	Buy	31,536 +7,781	+33%	+$1.71M	﹤0.01%	983
2025 Q4	$5.34M	Buy	23,755 +4,777	+25%	+$1.08M	﹤0.01%	623
2025 Q3	$4.17M	Buy	18,978 +5,472	+41%	+$1.14M	﹤0.01%	622
2025 Q2	$2.64M	Buy	13,506 +3,519	+35%	+$609K	﹤0.01%	687
2025 Q1	$1.61M	Buy	9,987 +5,018	+101%	+$900K	﹤0.01%	709
2024 Q4	$919K	Buy	4,969 +1,437	+41%	+$263K	﹤0.01%	773
2024 Q3	$614K	Buy	3,532 +1,789	+103%	+$302K	﹤0.01%	752
2024 Q2	$299K	Buy	1,743 +564	+48%	+$89.2K	﹤0.01%	704
2024 Q1	$184K	Buy	+1,179	New	+$178K	﹤0.01%	472

Other funds holding FTEC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return