AWM
FFTI

AE Wealth Management’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

AE Wealth Management’s Portfolio FFTI Stock Details FFTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,904
Closed -$260K – 1454
2020
Q3 		$260K Buy
+10,904
New +$262K ﹤0.01% 1090

Other funds holding FFTI

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AE Wealth Management's FFTI Position: Q4 2020 in Review

AE Wealth Management sold out of FormulaFolios Tactical Income ETF (FFTI) in Q4 2020, closing a stake of 10,904 shares — an estimated $260K sold.

AE Wealth Management first reported a position in FFTI in Q3 2020 and held it in 1 quarter. The position peaked at $260K in Q3 2020. 13 funds tracked by Wall St. Rank hold FFTI as of Q4 2020.

  • AE Wealth Management reported no remaining FormulaFolios Tactical Income ETF position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 10,904 FormulaFolios Tactical Income ETF shares in Q4 2020, an estimated $260K.
  • AE Wealth Management first reported a position in FormulaFolios Tactical Income ETF in Q3 2020 and held it in 1 quarter.
  • AE Wealth Management's FormulaFolios Tactical Income ETF position peaked at $260K in Q3 2020.
  • 13 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.