IFP Advisors’s Fortrea Holdings FTRE Stock Holding History

IFP Advisors’s Portfolio FTRE Stock Details FTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6K	Sell	1,443 -110	-7%	-$1.41K	﹤0.01%	2999
2025 Q4	$26.8K	Buy	1,553 +12	+0.8%	+$148	﹤0.01%	2564
2025 Q3	$13K	Sell	1,541 -870	-36%	-$6.66K	﹤0.01%	2774
2025 Q2	$11.9K	Buy	2,411 +2,274	+1,660%	+$12.2K	﹤0.01%	2821
2025 Q1	$1.03K	Sell	137 -234	-63%	-$3.31K	﹤0.01%	3330
2024 Q4	$6.92K	Buy	371 +212	+133%	+$4.13K	﹤0.01%	2679
2024 Q3	$3.18K	Hold	159	–	–	﹤0.01%	2801
2024 Q2	$3.71K	Buy	159 +134	+536%	+$4.16K	﹤0.01%	2654
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	2868
2023 Q4	$872	Sell	25 -39	-61%	-$1.19K	﹤0.01%	2826
2023 Q3	$1.83K	Buy	+64	New	+$1.89K	﹤0.01%	2863

Other funds holding FTRE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return