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

BridgePort Financial Solutions’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	$2.64M	Buy	9,261 +2,241	+32%	+$586K	0.67%	37
2026 Q1	$1.46M	Sell	7,020 -692	-9%	-$152K	0.41%	52
2025 Q4	$1.73M	Sell	7,712 -131	-2%	-$29.7K	0.47%	48
2025 Q3	$1.74M	Sell	7,843 -437	-5%	-$90.9K	0.47%	46
2025 Q2	$1.63M	Buy	8,280 +6,560	+381%	+$1.14M	0.54%	44
2025 Q1	$277K	Buy	+1,720	New	+$308K	0.13%	136

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 22.96% 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

BridgePort Financial Solutions's FTEC Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 32% in Q2 2026, buying an estimated $586K and bringing the position to 9,261 shares worth $2.64M. The position accounts for 0.67% of the portfolio, ranked #37.

BridgePort Financial Solutions first reported a position in FTEC in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

BridgePort Financial Solutions held 9,261 shares of Fidelity MSCI Information Technology Index ETF worth $2.64M as of Q2 2026.
BridgePort Financial Solutions bought 2,241 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $586K.
Fidelity MSCI Information Technology Index ETF made up 0.67% of BridgePort Financial Solutions's portfolio in Q2 2026, its #37 holding.
BridgePort Financial Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 6 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.