FFG
ACTV

Ford Financial Group’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Ford Financial Group’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-77,555
Closed -$2.27M – 9
2022
Q4 		$2.27M Buy
77,555
+738
+1% +$21.5K 0.9% 28
2022
Q3 		$2.04M Buy
76,817
+20,112
+35% +$613K 0.85% 28
2022
Q2 		$1.72M Buy
56,705
+8,432
+17% +$276K 0.7% 36
2022
Q1 		$1.74M Buy
+48,273
New +$1.7M 0.67% 32

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Ford Financial Group's ACTV Position: Q1 2023 in Review

Ford Financial Group sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2023, closing a stake of 77,555 shares — an estimated $2.27M sold.

Ford Financial Group first reported a position in ACTV in Q1 2022 and held it in 4 quarters. The position peaked at $2.27M in Q4 2022. 24 funds tracked by Wall St. Rank hold ACTV as of Q1 2023.

  • Ford Financial Group reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 77,555 LeaderShares Activist Leaders ETF shares in Q1 2023, an estimated $2.27M.
  • Ford Financial Group first reported a position in LeaderShares Activist Leaders ETF in Q1 2022 and held it in 4 quarters.
  • Ford Financial Group's LeaderShares Activist Leaders ETF position peaked at $2.27M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.