EFS
FITE

Edelman Financial Services’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Edelman Financial Services’s Portfolio FITE Stock Details FITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-65,154
Closed -$2.35M – 7
2018
Q3 		$2.35M Sell
65,154
-5,240
-7% -$183K 0.02% 23
2018
Q2 		$2.32M Sell
70,394
-7,170
-9% -$234K 0.02% 23
2018
Q1 		$2.43M Buy
+77,564
New +$2.41M 0.02% 24

Other funds holding FITE

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edelman Financial Services's FITE Position: Q4 2018 in Review

Edelman Financial Services sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q4 2018, closing a stake of 65,154 shares — an estimated $2.35M sold.

Edelman Financial Services first reported a position in FITE in Q1 2018 and held it in 3 quarters. The position peaked at $2.43M in Q1 2018. 10 funds tracked by Wall St. Rank hold FITE as of Q4 2018.

  • Edelman Financial Services reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 65,154 State Street SPDR S&P Kensho Future Security ETF shares in Q4 2018, an estimated $2.35M.
  • Edelman Financial Services first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q1 2018 and held it in 3 quarters.
  • Edelman Financial Services's State Street SPDR S&P Kensho Future Security ETF position peaked at $2.43M in Q1 2018.
  • 10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.