First Allied Advisory Services’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

First Allied Advisory Services’s Portfolio CFO Stock Details CFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-35,101	Closed	-$1.85M	–	1087
2019 Q4	$1.85M	Sell	35,101 -6,062	-15%	-$307K	0.06%	328
2019 Q3	$2.03M	Sell	41,163 -9,230	-18%	-$452K	0.07%	297
2019 Q2	$2.46M	Sell	50,393 -107,114	-68%	-$5.11M	0.09%	264
2019 Q1	$7.37M	Buy	157,507 +146,659	+1,352%	+$6.69M	0.25%	86
2018 Q4	$474K	Sell	10,848 -110,376	-91%	-$5.25M	0.02%	628
2018 Q3	$6.27M	Buy	121,224 +18,884	+18%	+$970K	0.21%	117
2018 Q2	$5.06M	Buy	102,340 +58,421	+133%	+$2.89M	0.19%	138
2018 Q1	$2.15M	Buy	+43,919	New	+$2.18M	0.08%	265

Other funds holding CFO

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

First Allied Advisory Services's CFO Position: Q1 2020 in Review

First Allied Advisory Services sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q1 2020, closing a stake of 35,101 shares — an estimated $1.85M sold.

First Allied Advisory Services first reported a position in CFO in Q1 2018 and held it in 8 quarters. The position peaked at $7.37M in Q1 2019. 57 funds tracked by Wall St. Rank hold CFO as of Q1 2020.

First Allied Advisory Services reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 35,101 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2020, an estimated $1.85M.
First Allied Advisory Services first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2018 and held it in 8 quarters.
First Allied Advisory Services's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $7.37M in Q1 2019.
57 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.