Clarity Asset Management’s Fortis FTS Stock Holding History

Clarity Asset Management’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	–	Sell	-539	Closed	-$30.1K	–	136
2026 Q1	$30.1K	Sell	539 -73	-12%	-$4.01K	0.02%	164
2025 Q4	$31.8K	Buy	612 +4	+0.7%	+$205	0.02%	124
2025 Q3	$30.8K	Buy	608 +5	+0.8%	+$246	0.02%	133
2025 Q2	$28.8K	Sell	603 -111	-16%	-$5.29K	0.02%	142
2025 Q1	$32.6K	Sell	714 -324	-31%	-$14.1K	0.02%	101
2024 Q4	$43.1K	Buy	1,038 +9	+0.9%	+$394	0.03%	98
2024 Q3	$46.7K	Sell	1,029 -1	-0.1%	-$43	0.03%	84
2024 Q2	$40K	Buy	1,030 +75	+8%	+$2.96K	0.03%	105
2024 Q1	$37.7K	Sell	955 -4	-0.4%	-$159	0.03%	116
2023 Q4	$39.4K	Buy	+959	New	+$38.7K	0.03%	108

Other funds holding FTS

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return