CI
FFTG

CX Institutional’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

CX Institutional’s Portfolio FFTG Stock Details FFTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-333
Closed -$8K – 569
2018
Q3 		$8K Buy
+333
New +$8.34K ﹤0.01% 272

Other funds holding FFTG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

CX Institutional's FFTG Position: Q4 2018 in Review

CX Institutional sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q4 2018, closing a stake of 333 shares — an estimated $8K sold.

CX Institutional first reported a position in FFTG in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 6 funds tracked by Wall St. Rank hold FFTG as of Q4 2018.

  • CX Institutional reported no remaining FormulaFolios Tactical Growth ETF position as of Q4 2018 after selling out during the quarter.
  • CX Institutional sold 333 FormulaFolios Tactical Growth ETF shares in Q4 2018, an estimated $8K.
  • CX Institutional first reported a position in FormulaFolios Tactical Growth ETF in Q3 2018 and held it in 1 quarter.
  • CX Institutional's FormulaFolios Tactical Growth ETF position peaked at $8K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q4 2018.

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