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 Q2	$10.9M	Buy	40,064 +8,528	+27%	+$2.23M	﹤0.01%	897
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 $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 22.9% 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

Jones Financial Companies's FTEC Position: Q2 2026 in Review

Jones Financial Companies increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 27% in Q2 2026, buying an estimated $2.23M and bringing the position to 40,064 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Jones Financial Companies first reported a position in FTEC in Q1 2024 and has held it in 10 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Jones Financial Companies held 40,064 shares of Fidelity MSCI Information Technology Index ETF worth $10.9M as of Q2 2026.
Jones Financial Companies bought 8,528 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $2.23M.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #897 holding.
Jones Financial Companies first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and has held it in 10 quarters since.
660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.