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Bogart Wealth LLC’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bogart Wealth LLC’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 		$801K Hold
2,804
– – 0.03% 147
2026
Q1 		$583K Sell
2,804
-6
-0.2% -$1.32K 0.02% 157
2025
Q4 		$631K Hold
2,810
– – 0.03% 151
2025
Q3 		$624K Hold
2,810
– – 0.03% 149
2025
Q2 		$554K Buy
2,810
+3
+0.1% +$519 0.02% 154
2025
Q1 		$453K Hold
2,807
– – 0.02% 160
2024
Q4 		$519K Hold
2,807
– – 0.02% 150
2024
Q3 		$490K Hold
2,807
– – 0.02% 152
2024
Q2 		$481K Hold
2,807
– – 0.02% 150
2024
Q1 		$437K Sell
2,807
-148
-5% -$22.3K 0.02% 149
2023
Q4 		$425K Buy
2,955
+1
+0% +$132 0.02% 152
2023
Q3 		$363K Buy
2,954
+395
+15% +$50.8K 0.02% 155
2023
Q2 		$334K Buy
2,559
+2,337
+1,053% +$277K 0.02% 164
2023
Q1 		$25.3K Buy
222
+150
+208% +$15.7K ﹤0.01% 421
2022
Q4 		$6.8K Hold
72
– – ﹤0.01% 613
2022
Q3 		$7K Hold
72
– – ﹤0.01% 630
2022
Q2 		$7K Hold
72
– – ﹤0.01% 588
2022
Q1 		$9K Buy
72
+27
+60% +$3.28K ﹤0.01% 504
2021
Q4 		$6K Hold
45
– – ﹤0.01% 534
2021
Q3 		$5K Hold
45
– – ﹤0.01% 537
2021
Q2 		$5K Buy
+45
New +$5.01K ﹤0.01% 514

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

Bogart Wealth LLC's FTEC Position: Q2 2026 in Review

Bogart Wealth LLC held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 2,804 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #147.

Bogart Wealth LLC first reported a position in FTEC in Q2 2021 and has held it in 21 quarters since. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Bogart Wealth LLC held 2,804 shares of Fidelity MSCI Information Technology Index ETF worth $801K as of Q2 2026.
  • Bogart Wealth LLC left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #147 holding.
  • Bogart Wealth LLC first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and has held it in 21 quarters since.
  • 650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.