Addison Advisors’s Fortis FTS Stock Holding History

Addison Advisors’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
2024 Q2	–	Sell	-110	Closed	-$4.35K	–	779
2024 Q1	$4.35K	Hold	110	–	–	﹤0.01%	580
2023 Q4	$4.53K	Hold	110	–	–	﹤0.01%	577
2023 Q3	$4.18K	Hold	110	–	–	﹤0.01%	552
2023 Q2	$4.74K	Hold	110	–	–	﹤0.01%	538
2023 Q1	$4.68K	Hold	110	–	–	﹤0.01%	514
2022 Q4	$4.4K	Hold	110	–	–	﹤0.01%	512
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	514
2022 Q2	$5K	Hold	110	–	–	﹤0.01%	502
2022 Q1	$5K	Hold	110	–	–	﹤0.01%	532
2021 Q4	$5K	Hold	110	–	–	﹤0.01%	465
2021 Q3	$5K	Hold	110	–	–	﹤0.01%	347
2021 Q2	$5K	Buy	+110	New	+$4.96K	﹤0.01%	343
2020 Q4	$4K	Buy	+110	New	+$4.52K	﹤0.01%	338

Other funds holding FTS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return