Farther Finance Advisors
TILT icon

Farther Finance Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Farther Finance Advisors’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$3.83K – 3738
2023
Q4 		$3.83K Hold
21
– – ﹤0.01% 2103
2023
Q3 		$3.42K Hold
21
– – ﹤0.01% 1648
2023
Q2 		$3.54K Hold
21
– – ﹤0.01% 1550
2023
Q1 		$3.29K Buy
+21
New +$3.28K ﹤0.01% 1460

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Farther Finance Advisors's TILT Position: Q1 2024 in Review

Farther Finance Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2024, closing a stake of 21 shares — an estimated $3.83K sold.

Farther Finance Advisors first reported a position in TILT in Q1 2023 and held it in 4 quarters. The position peaked at $3.83K in Q4 2023. 88 funds tracked by Wall St. Rank hold TILT as of Q1 2024.

  • Farther Finance Advisors reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 21 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2024, an estimated $3.83K.
  • Farther Finance Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q1 2023 and held it in 4 quarters.
  • Farther Finance Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $3.83K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.