First Allied Advisory Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,245	Closed	-$186K	–	1425
2019 Q3	$186K	Buy	+4,245	New	+$189K	0.01%	1115
2019 Q2	–	Sell	-5,307	Closed	-$224K	–	1222
2019 Q1	$224K	Buy	+5,307	New	+$222K	0.01%	996
2018 Q4	–	Sell	-7,661	Closed	-$355K	–	1133
2018 Q3	$355K	Buy	+7,661	New	+$345K	0.01%	838

Other funds holding JSMD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJFSA

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

First Allied Advisory Services's JSMD Position: Q4 2019 in Review

First Allied Advisory Services sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q4 2019, closing a stake of 4,245 shares — an estimated $186K sold.

First Allied Advisory Services first reported a position in JSMD in Q3 2018 and held it in 3 quarters. The position peaked at $355K in Q3 2018. 32 funds tracked by Wall St. Rank hold JSMD as of Q4 2019.

First Allied Advisory Services reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 4,245 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2019, an estimated $186K.
First Allied Advisory Services first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2018 and held it in 3 quarters.
First Allied Advisory Services's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $355K in Q3 2018.
32 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.