LPL Financial’s Fortis FTS Stock Holding History

LPL Financial’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	$4.05M	Buy	72,639 +12,499	+21%	+$687K	﹤0.01%	2826
2025 Q4	$3.12M	Buy	60,140 +558	+0.9%	+$28.6K	﹤0.01%	2975
2025 Q3	$3.02M	Buy	59,582 +4,988	+9%	+$245K	﹤0.01%	2938
2025 Q2	$2.61M	Buy	54,594 +2,872	+6%	+$137K	﹤0.01%	2876
2025 Q1	$2.36M	Buy	51,722 +512	+1%	+$22.3K	﹤0.01%	2797
2024 Q4	$2.13M	Buy	51,210 +1,810	+4%	+$79.1K	﹤0.01%	2802
2024 Q3	$2.24M	Buy	49,400 +589	+1%	+$25.2K	﹤0.01%	2617
2024 Q2	$1.9M	Buy	48,811 +1,981	+4%	+$78.1K	﹤0.01%	2648
2024 Q1	$1.85M	Sell	46,830 -192	-0.4%	-$7.65K	﹤0.01%	2597
2023 Q4	$1.93M	Buy	47,022 +426	+0.9%	+$17.2K	﹤0.01%	2434
2023 Q3	$1.77M	Buy	46,596 +2,041	+5%	+$83.3K	﹤0.01%	2399
2023 Q2	$1.92M	Buy	44,555 +10,954	+33%	+$477K	﹤0.01%	2290
2023 Q1	$1.43M	Buy	33,601 +2,528	+8%	+$103K	﹤0.01%	2454
2022 Q4	$1.24M	Buy	31,073 +2,125	+7%	+$83.3K	﹤0.01%	2472
2022 Q3	$1.1M	Buy	28,948 +2,352	+9%	+$106K	﹤0.01%	2458
2022 Q2	$1.26M	Buy	26,596 +4,121	+18%	+$202K	﹤0.01%	2395
2022 Q1	$1.11M	Buy	22,475 +2,974	+15%	+$140K	﹤0.01%	2525
2021 Q4	$941K	Buy	19,501 +12,527	+180%	+$567K	﹤0.01%	2712
2021 Q3	$309K	Buy	6,974 +412	+6%	+$18.7K	﹤0.01%	3623
2021 Q2	$290K	Buy	6,562 +997	+18%	+$44.9K	﹤0.01%	3613
2021 Q1	$241K	Sell	5,565 -5,219	-48%	-$214K	﹤0.01%	3628
2020 Q4	$440K	Buy	10,784 +758	+8%	+$31.1K	﹤0.01%	2868
2020 Q3	$410K	Buy	10,026 +827	+9%	+$33K	﹤0.01%	2641
2020 Q2	$350K	Buy	9,199 +331	+4%	+$12.6K	﹤0.01%	2717
2020 Q1	$342K	Sell	8,868 -309	-3%	-$12.7K	﹤0.01%	2384
2019 Q4	$381K	Buy	9,177 +2,282	+33%	+$93.3K	﹤0.01%	2587
2019 Q3	$292K	Buy	6,895 +810	+13%	+$33K	﹤0.01%	2703
2019 Q2	$240K	Buy	6,085 +175	+3%	+$6.62K	﹤0.01%	2888
2019 Q1	$219K	Buy	+5,910	New	+$210K	﹤0.01%	2877
2018 Q3	–	Sell	-7,058	Closed	-$225K	–	3256
2018 Q2	$225K	Sell	7,058 -1,426	-17%	-$46.5K	﹤0.01%	2894
2018 Q1	$287K	Buy	+8,484	New	+$288K	﹤0.01%	2656
2017 Q1	–	Sell	-8,958	Closed	-$275K	–	2734
2016 Q4	$275K	Buy	+8,958	New	+$278K	﹤0.01%	2241

Other funds holding FTS

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TWC

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

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

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

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

LPL Financial's FTS Position: Q1 2026 in Review

LPL Financial increased its Fortis (FTS) stake by 21% in Q1 2026, buying an estimated $687K and bringing the position to 72,639 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

LPL Financial first reported a position in FTS in Q4 2016 and has held it in 32 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

LPL Financial held 72,639 shares of Fortis worth $4.05M as of Q1 2026.
LPL Financial bought 12,499 Fortis shares in Q1 2026, an estimated $687K.
Fortis made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2826 holding.
LPL Financial first reported a position in Fortis in Q4 2016 and has held it in 32 quarters since.
346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.