Cambridge Investment Research Advisors’s Franklin Genomic Advancements ETF HELX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,860	Closed	-$464K	–	3218
2021 Q3	$464K	Buy	8,860 +4,720	+114%	+$255K	﹤0.01%	2104
2021 Q2	$214K	Buy	+4,140	New	+$185K	﹤0.01%	2772
2021 Q1	–	Sell	-6,580	Closed	-$291K	–	2923
2020 Q4	$291K	Buy	+6,580	New	+$262K	﹤0.01%	2166

Other funds holding HELX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cambridge Investment Research Advisors's HELX Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of Franklin Genomic Advancements ETF (HELX) in Q4 2021, closing a stake of 8,860 shares — an estimated $464K sold.

Cambridge Investment Research Advisors first reported a position in HELX in Q4 2020 and held it in 3 quarters. The position peaked at $464K in Q3 2021. 11 funds tracked by Wall St. Rank hold HELX as of Q4 2021.

Cambridge Investment Research Advisors reported no remaining Franklin Genomic Advancements ETF position as of Q4 2021 after selling out during the quarter.
Cambridge Investment Research Advisors sold 8,860 Franklin Genomic Advancements ETF shares in Q4 2021, an estimated $464K.
Cambridge Investment Research Advisors first reported a position in Franklin Genomic Advancements ETF in Q4 2020 and held it in 3 quarters.
Cambridge Investment Research Advisors's Franklin Genomic Advancements ETF position peaked at $464K in Q3 2021.
11 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.