Fortis Group Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
34,492
-4,572
-12% -$135K 0.18% 111
2025
Q1
$1.08M Sell
39,064
-13,665
-26% -$376K 0.21% 101
2024
Q4
$1.37M Buy
52,729
+12,046
+30% +$314K 0.26% 89
2024
Q3
$1.12M Buy
40,683
+1,387
+4% +$38.3K 0.21% 86
2024
Q2
$1.05M Buy
+39,296
New +$1.05M 0.21% 77