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First Allied Advisory Services’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

First Allied Advisory Services’s Portfolio SWAN Stock Details SWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$869K Buy
+27,434
New +$871K 0.03% 517

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Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

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

First Allied Advisory Services opened a new position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q3 2020: 27,434 shares worth $869K. The stake represents 0.03% of the portfolio and ranks #517 among its holdings.

74 funds tracked by Wall St. Rank hold SWAN as of Q3 2020.

  • First Allied Advisory Services held 27,434 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $869K as of Q3 2020.
  • Amplify BlackSwan Growth & Treasure Core ETF was a new First Allied Advisory Services position in Q3 2020.
  • Amplify BlackSwan Growth & Treasure Core ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #517 holding.
  • 74 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q3 2020.

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