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

JSF Financial’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	$1.77M	Buy	6,189 +2	+0%	+$523	0.28%	45
2026 Q1	$1.29M	Sell	6,187 -5,211	-46%	-$1.14M	0.25%	53
2025 Q4	$2.56M	Buy	11,398 +4,707	+70%	+$1.07M	0.53%	27
2025 Q3	$1.49M	Buy	6,691 +58	+0.9%	+$12.1K	0.33%	39
2025 Q2	$1.31M	Buy	6,633 +2	+0%	+$346	0.31%	41
2025 Q1	$1.07M	Buy	6,631 +194	+3%	+$34.8K	0.28%	52
2024 Q4	$1.19M	Sell	6,437 -33	-0.5%	-$6.03K	0.32%	46
2024 Q3	$1.13M	Sell	6,470 -235	-4%	-$39.7K	0.33%	43
2024 Q2	$1.15M	Sell	6,705 -8	-0.1%	-$1.26K	0.35%	38
2024 Q1	$1.05M	Sell	6,713 -447	-6%	-$67.3K	0.33%	39
2023 Q4	$1.03M	Sell	7,160 -92	-1%	-$12.2K	0.36%	35
2023 Q3	$891K	Sell	7,252 -277	-4%	-$35.6K	0.35%	37
2023 Q2	$984K	Sell	7,529 -604	-7%	-$71.7K	0.35%	37
2023 Q1	$927K	Sell	8,133 -1,415	-15%	-$148K	0.35%	42
2022 Q4	$902K	Buy	9,548 +2,700	+39%	+$261K	0.34%	45
2022 Q3	$623K	Sell	6,848 -10,131	-60%	-$1.05M	0.24%	49
2022 Q2	$1.64M	Buy	16,979 +9,573	+129%	+$1.02M	0.74%	28
2022 Q1	$912K	Buy	7,406 +3,333	+82%	+$404K	0.39%	37
2021 Q4	$552K	Buy	4,073 +801	+24%	+$104K	0.27%	41
2021 Q3	$388K	Hold	3,272	–	–	0.19%	57
2021 Q2	$385K	Buy	3,272 +38	+1%	+$4.24K	0.23%	51
2021 Q1	$342K	Buy	3,234 +30	+0.9%	+$3.19K	0.21%	50
2020 Q4	$335K	Hold	3,204	–	–	0.23%	48
2020 Q3	$295K	Sell	3,204 -305	-9%	-$27.1K	0.23%	50
2020 Q2	$289K	Hold	3,509	–	–	0.25%	46
2020 Q1	$220K	Buy	3,509 +325	+10%	+$23.3K	0.22%	52
2019 Q4	$231K	Hold	3,184	–	–	0.23%	55
2019 Q3	$203K	Buy	+3,184	New	+$203K	0.22%	59

Other funds holding FTEC

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

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

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

JSF Financial's FTEC Position: Q2 2026 in Review

JSF Financial increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.03% in Q2 2026, buying an estimated $523 and bringing the position to 6,189 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #45.

JSF Financial first reported a position in FTEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.56M in Q4 2025. 305 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

JSF Financial held 6,189 shares of Fidelity MSCI Information Technology Index ETF worth $1.77M as of Q2 2026.
JSF Financial bought 2 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $523.
Fidelity MSCI Information Technology Index ETF made up 0.28% of JSF Financial's portfolio in Q2 2026, its #45 holding.
JSF Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2019 and has held it in 28 quarters since.
JSF Financial's Fidelity MSCI Information Technology Index ETF position peaked at $2.56M in Q4 2025.
305 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.