Concord Wealth Partners’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-5,738	Closed	-$115K	–	1051
2023 Q3	$115K	Buy	5,738 +41	+0.7%	+$831	0.02%	266
2023 Q2	$117K	Buy	5,697 +35	+0.6%	+$724	0.03%	260
2023 Q1	$118K	Buy	5,662 +16	+0.3%	+$330	0.03%	229
2022 Q4	$115K	Buy	+5,646	New	+$115K	0.03%	225
2022 Q3	–	Sell	-5,584	Closed	-$119K	–	1251
2022 Q2	$119K	Buy	5,584 +16	+0.3%	+$344	0.03%	235
2022 Q1	$124K	Buy	5,568 +27	+0.5%	+$620	0.03%	262
2021 Q4	$132K	Buy	+5,541	New	+$133K	0.03%	265

Concord Wealth Partners's FFTI Position: Q4 2023 in Review

Concord Wealth Partners sold out of FormulaFolios Tactical Income ETF (FFTI) in Q4 2023, closing a stake of 5,738 shares — an estimated $115K sold.

Concord Wealth Partners first reported a position in FFTI in Q4 2021 and held it in 7 quarters. The position peaked at $132K in Q4 2021. 0 funds tracked by Wall St. Rank hold FFTI as of Q4 2023.

Concord Wealth Partners reported no remaining FormulaFolios Tactical Income ETF position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 5,738 FormulaFolios Tactical Income ETF shares in Q4 2023, an estimated $115K.
Concord Wealth Partners first reported a position in FormulaFolios Tactical Income ETF in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's FormulaFolios Tactical Income ETF position peaked at $132K in Q4 2021.
0 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.