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Spire Wealth Management’s Fortis FTS Stock Holding History

Spire Wealth Management’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
Q2 		$5.67K Hold
99
– – ﹤0.01% 1805
2026
Q1 		$5.52K Hold
99
– – ﹤0.01% 1815
2025
Q4 		$5.14K Hold
99
– – ﹤0.01% 1903
2025
Q3 		$5.02K Hold
99
– – ﹤0.01% 1954
2025
Q2 		$4.72K Hold
99
– – ﹤0.01% 1967
2025
Q1 		$4.51K Buy
99
+29
+41% +$1.26K ﹤0.01% 2090
2024
Q4 		$2.91K Buy
+70
New +$3.06K ﹤0.01% 2168

Other funds holding FTS

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Spire Wealth Management's FTS Position: Q2 2026 in Review

Spire Wealth Management held its Fortis (FTS) position steady in Q2 2026 at 99 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Spire Wealth Management first reported a position in FTS in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Spire Wealth Management held 99 shares of Fortis worth $5.67K as of Q2 2026.
  • Spire Wealth Management left its Fortis share count unchanged in Q2 2026.
  • Fortis made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1805 holding.
  • Spire Wealth Management first reported a position in Fortis in Q4 2024 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.