American Portfolios Advisors’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

American Portfolios Advisors’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,500	Closed	-$162K	–	2466
2018 Q3	$162K	Hold	4,500	–	–	0.02%	662
2018 Q2	$149K	Buy	+4,500	New	+$147K	0.02%	671

Other funds holding FITE

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's FITE Position: Q4 2018 in Review

American Portfolios Advisors sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q4 2018, closing a stake of 4,500 shares — an estimated $162K sold.

American Portfolios Advisors first reported a position in FITE in Q2 2018 and held it in 2 quarters. The position peaked at $162K in Q3 2018. 10 funds tracked by Wall St. Rank hold FITE as of Q4 2018.

American Portfolios Advisors reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q4 2018 after selling out during the quarter.
American Portfolios Advisors sold 4,500 State Street SPDR S&P Kensho Future Security ETF shares in Q4 2018, an estimated $162K.
American Portfolios Advisors first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q2 2018 and held it in 2 quarters.
American Portfolios Advisors's State Street SPDR S&P Kensho Future Security ETF position peaked at $162K in Q3 2018.
10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.