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First Foundation Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

First Foundation Advisors’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,600
Closed -$304K – 369
2019
Q3 		$304K Buy
+2,600
New +$303K 0.02% 287

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Foundation Advisors's TILT Position: Q4 2019 in Review

First Foundation Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q4 2019, closing a stake of 2,600 shares — an estimated $304K sold.

First Foundation Advisors first reported a position in TILT in Q3 2019 and held it in 1 quarter. The position peaked at $304K in Q3 2019. 59 funds tracked by Wall St. Rank hold TILT as of Q4 2019.

  • First Foundation Advisors reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q4 2019 after selling out during the quarter.
  • First Foundation Advisors sold 2,600 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q4 2019, an estimated $304K.
  • First Foundation Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q3 2019 and held it in 1 quarter.
  • First Foundation Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $304K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q4 2019.

Based on First Foundation Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.