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First Allied Advisory Services’s HCM Defender 500 Index ETF LGH Stock Holding History

First Allied Advisory Services’s Portfolio LGH Stock Details LGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$901K Sell
31,451
-752
-2% -$20.9K 0.03% 501
2020
Q2 		$812K Buy
32,203
+4,885
+18% +$116K 0.03% 504
2020
Q1 		$617K Buy
27,318
+2,993
+12% +$80.2K 0.03% 531
2019
Q4 		$680K Buy
+24,325
New +$651K 0.02% 609

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Allied Advisory Services's LGH Position: Q3 2020 in Review

First Allied Advisory Services reduced its HCM Defender 500 Index ETF (LGH) stake by 2.3% in Q3 2020, selling an estimated $20.9K and leaving 31,451 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #501.

First Allied Advisory Services first reported a position in LGH in Q4 2019 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold LGH as of Q3 2020.

  • First Allied Advisory Services held 31,451 shares of HCM Defender 500 Index ETF worth $901K as of Q3 2020.
  • First Allied Advisory Services sold 752 HCM Defender 500 Index ETF shares in Q3 2020, an estimated $20.9K.
  • HCM Defender 500 Index ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #501 holding.
  • First Allied Advisory Services first reported a position in HCM Defender 500 Index ETF in Q4 2019 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.