CFA
FFHG

Carroll Financial Associates’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Carroll Financial Associates’s Portfolio FFHG Stock Details FFHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-321
Closed -$9K – 1738
2019
Q4 		$9K Hold
321
– – ﹤0.01% 1111
2019
Q3 		$8K Buy
+321
New +$8.46K ﹤0.01% 1090

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Carroll Financial Associates's FFHG Position: Q1 2020 in Review

Carroll Financial Associates sold out of Formula Folios Hedged Growth ETF (FFHG) in Q1 2020, closing a stake of 321 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in FFHG in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 10 funds tracked by Wall St. Rank hold FFHG as of Q1 2020.

  • Carroll Financial Associates reported no remaining Formula Folios Hedged Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 321 Formula Folios Hedged Growth ETF shares in Q1 2020, an estimated $9K.
  • Carroll Financial Associates first reported a position in Formula Folios Hedged Growth ETF in Q3 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Formula Folios Hedged Growth ETF position peaked at $9K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.