Orion Portfolio Solutions’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
$614K Buy
13,481
+6,417
+91% +$279K 0.01% 1313
2024
Q4
$294K Buy
+7,064
New +$309K ﹤0.01% 1574

Other funds holding FTS

Orion Portfolio Solutions's FTS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Fortis (FTS) stake by 91% in Q1 2025, buying an estimated $279K and bringing the position to 13,481 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #1313.

Orion Portfolio Solutions first reported a position in FTS in Q4 2024 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

  • Orion Portfolio Solutions held 13,481 shares of Fortis worth $614K as of Q1 2025.
  • Orion Portfolio Solutions bought 6,417 Fortis shares in Q1 2025, an estimated $279K.
  • Fortis made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1313 holding.
  • Orion Portfolio Solutions first reported a position in Fortis in Q4 2024 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.