Creative Financial Designs’s Fortis FTS Stock Holding History

Creative Financial Designs’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 Q1	$133K	Sell	2,382 -649	-21%	-$35.7K	0.01%	616
2025 Q4	$157K	Sell	3,031 -1,960	-39%	-$100K	0.01%	535
2025 Q3	$253K	Sell	4,991 -11,578	-70%	-$569K	0.02%	433
2025 Q2	$791K	Sell	16,569 -463	-3%	-$22.1K	0.06%	250
2025 Q1	$776K	Buy	17,032 +3,647	+27%	+$159K	0.06%	226
2024 Q4	$556K	Buy	13,385 +4,928	+58%	+$215K	0.05%	271
2024 Q3	$384K	Buy	8,457 +3,115	+58%	+$133K	0.03%	332
2024 Q2	$207K	Buy	5,342 +3,549	+198%	+$140K	0.02%	421
2024 Q1	$70.9K	Buy	+1,793	New	+$71.4K	0.01%	639
2023 Q4	–	Hold	0	–	–	–	1594
2023 Q3	–	Hold	0	–	–	–	1496
2023 Q2	–	Hold	0	–	–	–	1465
2023 Q1	–	Hold	0	–	–	–	1390
2022 Q4	–	Hold	0	–	–	–	1295
2019 Q4	–	Sell	-32	Closed	-$1K	–	571
2019 Q3	$1K	Buy	+32	New	+$1.3K	﹤0.01%	593

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's FTS Position: Q1 2026 in Review

Creative Financial Designs reduced its Fortis (FTS) stake by 21% in Q1 2026, selling an estimated $35.7K and leaving 2,382 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #616.

Creative Financial Designs first reported a position in FTS in Q3 2019 and has held it in 10 quarters since. The position peaked at $791K in Q2 2025. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

Creative Financial Designs held 2,382 shares of Fortis worth $133K as of Q1 2026.
Creative Financial Designs sold 649 Fortis shares in Q1 2026, an estimated $35.7K.
Fortis made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #616 holding.
Creative Financial Designs first reported a position in Fortis in Q3 2019 and has held it in 10 quarters since.
Creative Financial Designs's Fortis position peaked at $791K in Q2 2025.
346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.