First Foundation Advisors’s Point Bridge America First ETF MAGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-52,200	Closed	-$1.99M	–	444
2023 Q3	$1.99M	Sell	52,200 -24,800	-32%	-$987K	0.09%	126
2023 Q2	$3M	Hold	77,000	–	–	0.13%	110
2023 Q1	$2.89M	Hold	77,000	–	–	0.13%	103
2022 Q4	$2.96M	Hold	77,000	–	–	0.14%	104
2022 Q3	$2.64M	Hold	77,000	–	–	0.13%	102
2022 Q2	$2.75M	Hold	77,000	–	–	0.12%	105
2022 Q1	$3.16M	Hold	77,000	–	–	0.11%	102
2021 Q4	$3.03M	Hold	77,000	–	–	0.1%	109
2021 Q3	$2.78M	Hold	77,000	–	–	0.1%	106
2021 Q2	$2.79M	Hold	77,000	–	–	0.11%	117
2021 Q1	$2.65M	Hold	77,000	–	–	0.11%	108
2020 Q4	$2.28M	Hold	77,000	–	–	0.1%	120
2020 Q3	$1.96M	Hold	77,000	–	–	0.09%	122
2020 Q2	$1.85M	Hold	77,000	–	–	0.1%	120
2020 Q1	$1.5M	Sell	77,000 -170,000	-69%	-$4.37M	0.09%	127
2019 Q4	$7.1M	Hold	247,000	–	–	0.35%	55
2019 Q3	$6.78M	Hold	247,000	–	–	0.36%	58
2019 Q2	$6.76M	Hold	247,000	–	–	0.38%	57
2019 Q1	$6.58M	Sell	247,000 -589,865	-70%	-$15.2M	0.39%	57
2018 Q4	$19.5M	Hold	836,865	–	–	1.23%	20
2018 Q3	$23.8M	Hold	836,865	–	–	1.32%	20
2018 Q2	$23.1M	Sell	836,865 -77,000	-8%	-$2.12M	1.36%	23
2018 Q1	$24.8M	Hold	913,865	–	–	1.39%	25
2017 Q4	$25.5M	Buy	913,865 +190,000	+26%	+$5.1M	1.38%	25
2017 Q3	$18.9M	Buy	+723,865	New	+$18.6M	1.07%	32

Other funds holding MAGA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

WAS

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

First Foundation Advisors's MAGA Position: Q4 2023 in Review

First Foundation Advisors sold out of Point Bridge America First ETF (MAGA) in Q4 2023, closing a stake of 52,200 shares — an estimated $1.99M sold.

First Foundation Advisors first reported a position in MAGA in Q3 2017 and held it in 25 quarters. The position peaked at $25.5M in Q4 2017. 10 funds tracked by Wall St. Rank hold MAGA as of Q4 2023.

First Foundation Advisors reported no remaining Point Bridge America First ETF position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 52,200 Point Bridge America First ETF shares in Q4 2023, an estimated $1.99M.
First Foundation Advisors first reported a position in Point Bridge America First ETF in Q3 2017 and held it in 25 quarters.
First Foundation Advisors's Point Bridge America First ETF position peaked at $25.5M in Q4 2017.
10 funds tracked by Wall St. Rank held Point Bridge America First ETF as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.