Bank of Montreal
FFTI

Bank of Montreal’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Bank of Montreal’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
2019
Q4 		– Sell
-1,288
Closed -$32K – 5060
2019
Q3 		$32K Buy
+1,288
New +$32K ﹤0.01% 3837

Other funds holding FFTI

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of Montreal's FFTI Position: Q4 2019 in Review

Bank of Montreal sold out of FormulaFolios Tactical Income ETF (FFTI) in Q4 2019, closing a stake of 1,288 shares — an estimated $32K sold.

Bank of Montreal first reported a position in FFTI in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 15 funds tracked by Wall St. Rank hold FFTI as of Q4 2019.

  • Bank of Montreal reported no remaining FormulaFolios Tactical Income ETF position as of Q4 2019 after selling out during the quarter.
  • Bank of Montreal sold 1,288 FormulaFolios Tactical Income ETF shares in Q4 2019, an estimated $32K.
  • Bank of Montreal first reported a position in FormulaFolios Tactical Income ETF in Q3 2019 and held it in 1 quarter.
  • Bank of Montreal's FormulaFolios Tactical Income ETF position peaked at $32K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q4 2019.

Based on Bank of Montreal's 13F filing for Q4 2019, filed 10 Feb 2020.