First Foundation Advisors’s ProShares Ultra Energy DIG Stock Holding History

First Foundation Advisors’s Portfolio DIG Stock Details DIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18,463	Closed	-$785K	–	400
2022 Q4	$785K	Sell	18,463 -1,821	-9%	-$78.3K	0.04%	201
2022 Q3	$620K	Buy	+20,284	New	+$680K	0.03%	212

Other funds holding DIG

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

First Foundation Advisors's DIG Position: Q1 2023 in Review

First Foundation Advisors sold out of ProShares Ultra Energy (DIG) in Q1 2023, closing a stake of 18,463 shares — an estimated $785K sold.

First Foundation Advisors first reported a position in DIG in Q3 2022 and held it in 2 quarters. The position peaked at $785K in Q4 2022. 26 funds tracked by Wall St. Rank hold DIG as of Q1 2023.

First Foundation Advisors reported no remaining ProShares Ultra Energy position as of Q1 2023 after selling out during the quarter.
First Foundation Advisors sold 18,463 ProShares Ultra Energy shares in Q1 2023, an estimated $785K.
First Foundation Advisors first reported a position in ProShares Ultra Energy in Q3 2022 and held it in 2 quarters.
First Foundation Advisors's ProShares Ultra Energy position peaked at $785K in Q4 2022.
26 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.