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

Roxbury 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 		$30.2K Hold
106
– – 0.02% 235
2026
Q1 		$22K Hold
106
– – 0.02% 248
2025
Q4 		$23.8K Hold
106
– – 0.02% 239
2025
Q3 		$23.5K Hold
106
– – 0.02% 237
2025
Q2 		$20.9K Hold
106
– – 0.02% 241
2025
Q1 		$18.8K Buy
106
+1
+1% +$179 0.02% 247
2024
Q4 		$19.6K Buy
+105
New +$19.2K 0.02% 248

Other funds holding FTEC

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Roxbury Financial's FTEC Position: Q2 2026 in Review

Roxbury Financial held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 106 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #235.

Roxbury Financial first reported a position in FTEC in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Roxbury Financial held 106 shares of Fidelity MSCI Information Technology Index ETF worth $30.2K as of Q2 2026.
  • Roxbury Financial left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #235 holding.
  • Roxbury Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.