BDWCC
FFSG

B&D White Capital Company’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

B&D White Capital Company’s Portfolio FFSG Stock Details FFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,688
Closed -$326K – 73
2021
Q4 		$326K Sell
8,688
-836
-9% -$30.9K 0.11% 45
2021
Q3 		$337K Buy
+9,524
New +$344K 0.13% 64

Other funds holding FFSG

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CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

B&D White Capital Company's FFSG Position: Q1 2022 in Review

B&D White Capital Company sold out of FormulaFolios Smart Growth ETF (FFSG) in Q1 2022, closing a stake of 8,688 shares — an estimated $326K sold.

B&D White Capital Company first reported a position in FFSG in Q3 2021 and held it in 2 quarters. The position peaked at $337K in Q3 2021. 7 funds tracked by Wall St. Rank hold FFSG as of Q1 2022.

  • B&D White Capital Company reported no remaining FormulaFolios Smart Growth ETF position as of Q1 2022 after selling out during the quarter.
  • B&D White Capital Company sold 8,688 FormulaFolios Smart Growth ETF shares in Q1 2022, an estimated $326K.
  • B&D White Capital Company first reported a position in FormulaFolios Smart Growth ETF in Q3 2021 and held it in 2 quarters.
  • B&D White Capital Company's FormulaFolios Smart Growth ETF position peaked at $337K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q1 2022.

Based on B&D White Capital Company's 13F filing for Q1 2022, filed 10 May 2022.