Lindbrook Capital’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$116K Sell
2,538
-188
-7% -$8.18K 0.01% 621
2024
Q4
$113K Buy
2,726
+758
+39% +$33.1K 0.01% 525
2024
Q3
$89.4K Sell
1,968
-1,578
-45% -$67.4K 0.01% 594
2024
Q2
$138K Buy
3,546
+2,134
+151% +$84.2K 0.01% 446
2024
Q1
$55.8K Sell
1,412
-1,186
-46% -$47.2K 0.01% 747
2023
Q4
$107K Buy
2,598
+1,368
+111% +$55.1K 0.01% 504
2023
Q3
$46.7K Sell
1,230
-108
-8% -$4.41K 0.01% 717
2023
Q2
$57.7K Sell
1,338
-121
-8% -$5.27K 0.01% 663
2023
Q1
$62.1K Buy
1,459
+154
+12% +$6.3K 0.01% 614
2022
Q4
$52.3K Sell
1,305
-1,465
-53% -$57.4K 0.01% 678
2022
Q3
$105K Buy
2,770
+1,147
+71% +$51.9K 0.02% 419
2022
Q2
$77K Buy
1,623
+585
+56% +$28.7K 0.01% 513
2022
Q1
$51K Hold
1,038
0.01% 667
2021
Q4
$50K Buy
1,038
+127
+14% +$5.75K 0.01% 715
2021
Q3
$40K Sell
911
-18
-2% -$815 0.01% 503
2021
Q2
$41K Buy
929
+18
+2% +$811 0.01% 530
2021
Q1
$40K Buy
911
+102
+13% +$4.18K 0.01% 515
2020
Q4
$33K Buy
809
+34
+4% +$1.4K 0.01% 530
2020
Q3
$32K Sell
775
-352
-31% -$14.1K 0.01% 464
2020
Q2
$43K Sell
1,127
-31
-3% -$1.18K 0.01% 394
2020
Q1
$45K Sell
1,158
-1,137
-50% -$46.6K 0.02% 346
2019
Q4
$95K Buy
2,295
+288
+14% +$11.8K 0.03% 254
2019
Q3
$85K Buy
2,007
+198
+11% +$8.08K 0.03% 266
2019
Q2
$71K Buy
1,809
+73
+4% +$2.76K 0.03% 311
2019
Q1
$64K Buy
1,736
+621
+56% +$22K 0.03% 333
2018
Q4
$37K Buy
+1,115
New +$37.5K 0.02% 432

Other funds holding FTS

Lindbrook Capital's FTS Position: Q1 2025 in Review

Lindbrook Capital reduced its Fortis (FTS) stake by 6.9% in Q1 2025, selling an estimated $8.18K and leaving 2,538 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #621.

Lindbrook Capital first reported a position in FTS in Q4 2018 and has held it in 26 quarters since. The position peaked at $138K in Q2 2024. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

  • Lindbrook Capital held 2,538 shares of Fortis worth $116K as of Q1 2025.
  • Lindbrook Capital sold 188 Fortis shares in Q1 2025, an estimated $8.18K.
  • Fortis made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #621 holding.
  • Lindbrook Capital first reported a position in Fortis in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Fortis position peaked at $138K in Q2 2024.
  • 295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.