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Ford Financial Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Ford Financial Group’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-157,344
Closed -$4.73M – 59
2022
Q4 		$4.73M Buy
157,344
+848
+0.5% +$25.5K 1.87% 12
2022
Q3 		$4.2M Buy
156,496
+31,782
+25% +$923K 1.75% 14
2022
Q2 		$3.43M Buy
124,714
+18,282
+17% +$559K 1.4% 17
2022
Q1 		$3.45M Buy
+106,432
New +$3.52M 1.32% 22

Other funds holding LSAF

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
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Ford Financial Group sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q1 2023, closing a stake of 157,344 shares — an estimated $4.73M sold.

Ford Financial Group first reported a position in LSAF in Q1 2022 and held it in 4 quarters. The position peaked at $4.73M in Q4 2022. 28 funds tracked by Wall St. Rank hold LSAF as of Q1 2023.

  • Ford Financial Group reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 157,344 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2023, an estimated $4.73M.
  • Ford Financial Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2022 and held it in 4 quarters.
  • Ford Financial Group's LeaderShares AlphaFactor US Core Equity ETF position peaked at $4.73M in Q4 2022.
  • 28 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2023.

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