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First Trust Direct Indexing’s Fortis FTS Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-7,865
Closed -$357K – 351
2024
Q3 		$357K Buy
7,865
+910
+13% +$38.9K 0.02% 665
2024
Q2 		$270K Buy
+6,955
New +$274K 0.02% 701
2024
Q1 		– Sell
-5,340
Closed -$220K – 830
2023
Q4 		$220K Buy
+5,340
New +$215K 0.02% 681
2023
Q1 		– Sell
-7,359
Closed -$295K – 708
2022
Q4 		$295K Sell
7,359
-936
-11% -$36.7K 0.04% 515
2022
Q3 		$315K Buy
8,295
+1,199
+17% +$54.2K 0.05% 451
2022
Q2 		$335K Sell
7,096
-470
-6% -$23K 0.05% 440
2022
Q1 		$375K Buy
7,566
+1,275
+20% +$59.8K 0.05% 440
2021
Q4 		$304K Buy
6,291
+137
+2% +$6.2K 0.04% 491
2021
Q3 		$273K Buy
6,154
+968
+19% +$43.8K 0.04% 504
2021
Q2 		$229K Buy
+5,186
New +$234K 0.03% 527
2021
Q1 		– Sell
-4,002
Closed -$163K – 609
2020
Q4 		$163K Buy
+4,002
New +$164K 0.04% 388

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return