FFT Wealth Management’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

FFT Wealth Management’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,042	Closed	-$378K	–	158
2023 Q4	$378K	Hold	5,042	–	–	0.03%	72
2023 Q3	$379K	Buy	5,042 +1,410	+39%	+$106K	0.05%	52
2023 Q2	$272K	Hold	3,632	–	–	0.03%	78
2023 Q1	$272K	Sell	3,632 -1,713	-32%	-$128K	0.03%	78
2022 Q4	$398K	Hold	5,345	–	–	0.05%	45
2022 Q3	$398K	Buy	+5,345	New	+$398K	0.06%	41

Other funds holding RAVI

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

FFT Wealth Management's RAVI Position: Q1 2024 in Review

FFT Wealth Management sold out of Northern Trust Ultra-Short Fixed Income ETF (RAVI) in Q1 2024, closing a stake of 5,042 shares — an estimated $378K sold.

FFT Wealth Management first reported a position in RAVI in Q3 2022 and held it in 6 quarters. The position peaked at $398K in Q3 2022. 57 funds tracked by Wall St. Rank hold RAVI as of Q1 2024.

FFT Wealth Management reported no remaining Northern Trust Ultra-Short Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
FFT Wealth Management sold 5,042 Northern Trust Ultra-Short Fixed Income ETF shares in Q1 2024, an estimated $378K.
FFT Wealth Management first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q3 2022 and held it in 6 quarters.
FFT Wealth Management's Northern Trust Ultra-Short Fixed Income ETF position peaked at $398K in Q3 2022.
57 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q1 2024.

Based on FFT Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.