Farther Finance Advisors, LLC FTS — FORTIS INC COM

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FORTIS INC COM (FTS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FTS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in FORTIS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTS stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held FTS — position size vs. price
% of Fund (quarterly)    FTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,377 +8 +0.6% 0.00% $77K 2026-04-07 $56.76
2025 Q4 ADDED — — — 1,369 +57 +4.3% 0.00% $71K 2026-01-23 $51.83
2025 Q3 ADDED — — — 1,312 +21 +1.6% 0.00% $67K 2025-10-14 $50.15
2025 Q2 ADDED — — — 1,291 +185 +16.7% 0.00% $62K 2025-07-11 $46.02
2025 Q1 ADDED — — — 1,106 +820 +286.7% 0.00% $51K 2025-04-14 $45.83
2024 Q4 REDUCED 21.0% +10.7% ❌ 286 -76 -21.0% 0.00% $12K 2025-02-10 $41.86
2024 Q3 ADDED — — — 362 +79 +27.9% 0.00% $16K 2024-10-29 $40.98
2024 Q2 ADDED — — — 283 +133 +88.7% 0.00% $11K 2024-07-31 $39.23
2024 Q1 REDUCED 8.0% -1.2% ✅ 150 -13 -8.0% 0.00% $6K 2024-05-14 $37.83
2023 Q4 INITIATED — — — 163 — — 0.00% $7K 2024-02-15 $36.30

🏢 Other funds also holding FTS

As of 2026 Q1 — sorted by position size

Coleford Investment Management Ltd. 4.25% QV Investors Inc. 3Y 7Y 3.84% CIDEL ASSET MANAGEMENT INC 3Y 7Y 2.98% CALEDONIA INVESTMENTS PLC 3Y 7Y 2.66% DAVIS-REA LTD. 3Y 7Y 2.32% Triasima Portfolio Management inc. 3Y 2.15% SCOTIA CAPITAL INC. 3Y 7Y 2.15% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 1.92% Tacita Capital Inc 3Y 1.83% Hillsdale Investment Management Inc. 3Y 7Y 1.65%

FAQ About Farther Finance Advisors, LLC and FTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning FTS?

Farther Finance Advisors, LLC reported FTS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTS position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for FTS was 0.00% in 2025 Q1.

What is the latest reported FTS position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 1,377 shares, equal to 0.00% of portfolio, with an estimated market value of $77K.

What does the chart on this FTS ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly FTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their FTS position?

Based on 13F filing dates vs. subsequent FTS price moves, Farther Finance Advisors, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on FTS relative to SPY over the holding period was +7.1%.

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