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Ford Financial Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

Ford Financial Group’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-184,485
Closed -$4.07M – 29
2022
Q4 		$4.07M Buy
184,485
+5,900
+3% +$130K 1.61% 15
2022
Q3 		$3.88M Buy
178,585
+31,564
+21% +$713K 1.62% 15
2022
Q2 		$3.31M Buy
+147,021
New +$3.36M 1.35% 18

Other funds holding DYLD

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 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
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

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

Ford Financial Group sold out of LeaderShares Dynamic Yield ETF (DYLD) in Q1 2023, closing a stake of 184,485 shares — an estimated $4.07M sold.

Ford Financial Group first reported a position in DYLD in Q2 2022 and held it in 3 quarters. The position peaked at $4.07M in Q4 2022. 30 funds tracked by Wall St. Rank hold DYLD as of Q1 2023.

  • Ford Financial Group reported no remaining LeaderShares Dynamic Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 184,485 LeaderShares Dynamic Yield ETF shares in Q1 2023, an estimated $4.07M.
  • Ford Financial Group first reported a position in LeaderShares Dynamic Yield ETF in Q2 2022 and held it in 3 quarters.
  • Ford Financial Group's LeaderShares Dynamic Yield ETF position peaked at $4.07M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2023.

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