FFA
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Founders Financial Alliance’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Founders Financial Alliance’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,211
Closed -$60K – 1170
2020
Q3 		$60K Buy
+1,211
New +$60K 0.04% 343

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Founders Financial Alliance's TOTL Position: Q4 2020 in Review

Founders Financial Alliance sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2020, closing a stake of 1,211 shares — an estimated $60K sold.

Founders Financial Alliance first reported a position in TOTL in Q3 2020 and held it in 1 quarter. The position peaked at $60K in Q3 2020. 362 funds tracked by Wall St. Rank hold TOTL as of Q4 2020.

  • Founders Financial Alliance reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,211 State Street DoubleLine Total Return Tactical ETF shares in Q4 2020, an estimated $60K.
  • Founders Financial Alliance first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's State Street DoubleLine Total Return Tactical ETF position peaked at $60K in Q3 2020.
  • 362 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.