Ford Financial Group
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Ford Financial Group’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Ford Financial Group’s Portfolio LSAT Stock Details LSAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-180,195
Closed -$5.57M – 60
2022
Q4 		$5.57M Buy
180,195
+3,610
+2% +$115K 2.2% 9
2022
Q3 		$5.69M Buy
176,585
+30,330
+21% +$959K 2.37% 9
2022
Q2 		$4.32M Buy
146,255
+21,968
+18% +$714K 1.76% 11
2022
Q1 		$4.29M Buy
+124,287
New +$4.32M 1.64% 14

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Envestnet Asset Management
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LPL Financial
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Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Perennial Investment Advisors
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Ford Financial Group sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2023, closing a stake of 180,195 shares — an estimated $5.57M sold.

Ford Financial Group first reported a position in LSAT in Q1 2022 and held it in 4 quarters. The position peaked at $5.69M in Q3 2022. 30 funds tracked by Wall St. Rank hold LSAT as of Q1 2023.

  • Ford Financial Group reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 180,195 LeaderShares AlphaFactor Tactical Focused ETF shares in Q1 2023, an estimated $5.57M.
  • Ford Financial Group first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q1 2022 and held it in 4 quarters.
  • Ford Financial Group's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $5.69M in Q3 2022.
  • 30 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2023.

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