Superior Planning, LLC’s Fortis FTS Stock Holding History

Superior Planning, 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 Q3	$46.4K	Buy	+878	New	+$49.1K	0.02%	401

Other funds holding FTS

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Superior Planning, LLC's FTS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Fortis (FTS) in Q3 2026: 878 shares worth $46.4K. The stake represents 0.02% of the portfolio and ranks #401 among its holdings.

216 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

Superior Planning, LLC held 878 shares of Fortis worth $46.4K as of Q3 2026.
Fortis was a new Superior Planning, LLC position in Q3 2026.
Fortis made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #401 holding.
216 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.