CX Institutional’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

CX Institutional’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
2018 Q4	–	Sell	-1,019	Closed	-$30K	–	570
2018 Q3	$30K	Buy	+1,019	New	+$30.1K	0.01%	214

Other funds holding FFHG

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

CX Institutional's FFHG Position: Q4 2018 in Review

CX Institutional sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2018, closing a stake of 1,019 shares — an estimated $30K sold.

CX Institutional first reported a position in FFHG in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 9 funds tracked by Wall St. Rank hold FFHG as of Q4 2018.

CX Institutional reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2018 after selling out during the quarter.
CX Institutional sold 1,019 Formula Folios Hedged Growth ETF shares in Q4 2018, an estimated $30K.
CX Institutional first reported a position in Formula Folios Hedged Growth ETF in Q3 2018 and held it in 1 quarter.
CX Institutional's Formula Folios Hedged Growth ETF position peaked at $30K in Q3 2018.
9 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2018.

Based on CX Institutional's 13F filing for Q4 2018, filed 14 Jan 2019.