Fortis Group Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Fortis Group Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	29,379 +55	+0.2%	+$1.89K	0.17%	134
2025 Q4	$1.01M	Sell	29,324 -2,351	-7%	-$75.3K	0.17%	143
2025 Q3	$1.01M	Sell	31,675 -2,817	-8%	-$85.2K	0.17%	118
2025 Q2	$1.02M	Sell	34,492 -4,572	-12%	-$129K	0.18%	111
2025 Q1	$1.08M	Sell	39,064 -13,665	-26%	-$375K	0.21%	101
2024 Q4	$1.37M	Buy	52,729 +12,046	+30%	+$323K	0.26%	89
2024 Q3	$1.12M	Buy	40,683 +1,387	+4%	+$37.4K	0.21%	86
2024 Q2	$1.05M	Buy	+39,296	New	+$1.05M	0.21%	77

Other funds holding HFXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Fortis Group Advisors's HFXI Position: Q1 2026 in Review

Fortis Group Advisors increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 0.19% in Q1 2026, buying an estimated $1.89K and bringing the position to 29,379 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #134.

Fortis Group Advisors first reported a position in HFXI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2024. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Fortis Group Advisors held 29,379 shares of NYLI FTSE International Equity Currency Neutral ETF worth $1.05M as of Q1 2026.
Fortis Group Advisors bought 55 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $1.89K.
NYLI FTSE International Equity Currency Neutral ETF made up 0.17% of Fortis Group Advisors's portfolio in Q1 2026, its #134 holding.
Fortis Group Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2024 and has held it in 8 quarters since.
Fortis Group Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $1.37M in Q4 2024.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.