Fidelity Investments’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Fidelity Investments’s Portfolio FFTI Stock Details FFTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$20	–	5606
2022 Q4	$20	Buy	+1	New	+$20	﹤0.01%	5137
2022 Q3	–	Sell	-1	Closed	–	–	5544
2022 Q2	$0	Buy	+1	New	+$22	﹤0.01%	5648
2021 Q1	–	Sell	-1	Closed	–	–	4682
2020 Q4	$0	Buy	+1	New	+$24	﹤0.01%	4386
2020 Q3	–	Sell	-1	Closed	–	–	4097
2020 Q2	$0	Hold	1	–	–	﹤0.01%	4307
2020 Q1	$0	Buy	+1	New	+$25	﹤0.01%	4388
2019 Q1	–	Sell	-5	Closed	–	–	4336
2018 Q4	$0	Buy	+5	New	+$118	﹤0.01%	4300

Other funds holding FFTI

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

SIS

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Fidelity Investments's FFTI Position: Q1 2023 in Review

Fidelity Investments sold out of FormulaFolios Tactical Income ETF (FFTI) in Q1 2023, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in FFTI in Q4 2018 and held it in 6 quarters. The position peaked at $20 in Q4 2022. 11 funds tracked by Wall St. Rank hold FFTI as of Q1 2023.

Fidelity Investments reported no remaining FormulaFolios Tactical Income ETF position as of Q1 2023 after selling out during the quarter.
Fidelity Investments sold 1 FormulaFolios Tactical Income ETF share in Q1 2023, an estimated $20.
Fidelity Investments first reported a position in FormulaFolios Tactical Income ETF in Q4 2018 and held it in 6 quarters.
Fidelity Investments's FormulaFolios Tactical Income ETF position peaked at $20 in Q4 2022.
11 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.