First Foundation Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-55,846	Closed	-$1.06M	–	344
2017 Q4	$1.06M	Buy	+55,846	New	+$1.06M	0.06%	168
2016 Q1	–	Sell	-277,085	Closed	-$4.83M	–	324
2015 Q4	$4.83M	Buy	+277,085	New	+$4.96M	0.33%	65
2015 Q1	–	Sell	-33,610	Closed	-$632K	–	256
2014 Q4	$632K	Buy	+33,610	New	+$637K	0.06%	128

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Foundation Advisors's IFLN Position: Q1 2018 in Review

First Foundation Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2018, closing a stake of 55,846 shares — an estimated $1.06M sold.

First Foundation Advisors first reported a position in IFLN in Q4 2014 and held it in 3 quarters. The position peaked at $4.83M in Q4 2015. 149 funds tracked by Wall St. Rank hold IFLN as of Q1 2018.

First Foundation Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2018 after selling out during the quarter.
First Foundation Advisors sold 55,846 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2018, an estimated $1.06M.
First Foundation Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 3 quarters.
First Foundation Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.83M in Q4 2015.
149 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2018.

Based on First Foundation Advisors's 13F filing for Q1 2018, filed 15 May 2018.