Golden State Wealth Management’s Fortis FTS Stock Holding History

Golden State Wealth 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 Q1	$51.6K	Buy	925 +6	+0.7%	+$330	0.01%	672
2025 Q4	$47.8K	Buy	919 +5	+0.5%	+$256	0.01%	700
2025 Q3	$46.4K	Hold	914	–	–	0.01%	694
2025 Q2	$43.6K	Hold	914	–	–	0.01%	679
2025 Q1	$41.7K	Hold	914	–	–	0.01%	631
2024 Q4	$38K	Buy	+914	New	+$40K	0.01%	630
2020 Q2	–	Sell	-143	Closed	-$6K	–	449
2020 Q1	$6K	Buy	+143	New	+$5.86K	﹤0.01%	704
2019 Q3	–	Sell	-55	Closed	-$2K	–	1090
2019 Q2	$2K	Hold	55	–	–	﹤0.01%	979
2019 Q1	$2K	Buy	+55	New	+$1.95K	﹤0.01%	1021

Other funds holding FTS

Royal Bank of Canada

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

Bank of Montreal

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

Fidelity International

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

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

CIBC World Market

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

1832 Asset Management

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

Geode Capital Management

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