BWL
FTS icon

Bogart Wealth LLC’s Fortis FTS Stock Holding History

Bogart Wealth LLC’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401 Hold
7
– – ﹤0.01% 1836
2026
Q1 		$391 Hold
7
– – ﹤0.01% 1648
2025
Q4 		$364 Hold
7
– – ﹤0.01% 1506
2025
Q3 		$355 Hold
7
– – ﹤0.01% 1460
2025
Q2 		$334 Hold
7
– – ﹤0.01% 1388
2025
Q1 		$319 Buy
+7
New +$304 ﹤0.01% 1330

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Bogart Wealth LLC held its Fortis (FTS) position steady in Q2 2026 at 7 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Bogart Wealth LLC first reported a position in FTS in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Bogart Wealth LLC held 7 shares of Fortis worth $401 as of Q2 2026.
  • Bogart Wealth LLC left its Fortis share count unchanged in Q2 2026.
  • Fortis made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1836 holding.
  • Bogart Wealth LLC first reported a position in Fortis in Q1 2025 and has held it in 6 quarters since.
  • 359 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

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