Kestra Advisory Services’s Fortis FTS Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,277	Closed	-$118K	–	3587
2025 Q4	$118K	Buy	+2,277	New	+$117K	﹤0.01%	3301
2023 Q1	–	Sell	-5,164	Closed	-$207K	–	2159
2022 Q4	$207K	Buy	+5,164	New	+$202K	﹤0.01%	2003
2022 Q3	–	Sell	-5,232	Closed	-$247K	–	2153
2022 Q2	$247K	Buy	+5,232	New	+$257K	﹤0.01%	1760

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's FTS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Fortis (FTS) in Q1 2026, closing a stake of 2,277 shares — an estimated $118K sold.

Kestra Advisory Services first reported a position in FTS in Q2 2022 and held it in 3 quarters. The position peaked at $247K in Q2 2022. 348 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

Kestra Advisory Services reported no remaining Fortis position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,277 Fortis shares in Q1 2026, an estimated $118K.
Kestra Advisory Services first reported a position in Fortis in Q2 2022 and held it in 3 quarters.
Kestra Advisory Services's Fortis position peaked at $247K in Q2 2022.
348 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.