Prospera Financial Services’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
– Sell
-9,128
Closed -$379K – 1192
2024
Q4
$379K Buy
9,128
+204
+2% +$8.92K 0.01% 832
2024
Q3
$405K Buy
8,924
+209
+2% +$8.93K 0.01% 795
2024
Q2
$338K Buy
8,715
+152
+2% +$5.99K 0.01% 868
2024
Q1
$338K Buy
8,563
+1,682
+24% +$67K 0.01% 856
2023
Q4
$283K Buy
+6,881
New +$277K 0.01% 876
2022
Q2
– Sell
-139
Closed -$7K – 1978
2022
Q1
$7K Buy
+139
New +$6.52K ﹤0.01% 2160

Other funds holding FTS

Prospera Financial Services's FTS Position: Q1 2025 in Review

Prospera Financial Services sold out of Fortis (FTS) in Q1 2025, closing a stake of 9,128 shares — an estimated $379K sold.

Prospera Financial Services first reported a position in FTS in Q1 2022 and held it in 6 quarters. The position peaked at $405K in Q3 2024. 295 funds tracked by Wall St. Rank hold FTS as of Q1 2025.

  • Prospera Financial Services reported no remaining Fortis position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 9,128 Fortis shares in Q1 2025, an estimated $379K.
  • Prospera Financial Services first reported a position in Fortis in Q1 2022 and held it in 6 quarters.
  • Prospera Financial Services's Fortis position peaked at $405K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Fortis as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.