First Allied Advisory Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$453K	Buy	+13,600	New	+$446K	0.02%	747

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

First Allied Advisory Services opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q3 2020: 13,600 shares worth $453K. The stake represents 0.02% of the portfolio and ranks #747 among its holdings.

26 funds tracked by Wall St. Rank hold NTSX as of Q3 2020.

First Allied Advisory Services held 13,600 shares of WisdomTree US Efficient Core Fund worth $453K as of Q3 2020.
WisdomTree US Efficient Core Fund was a new First Allied Advisory Services position in Q3 2020.
WisdomTree US Efficient Core Fund made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #747 holding.
26 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2020.

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