FFA
WBIE

Founders Financial Alliance’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

Founders Financial Alliance’s Portfolio WBIE Stock Details WBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-504
Closed -$14K – 491
2020
Q4 		$14K Buy
+504
New +$14.1K 0.01% 355

Other funds holding WBIE

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Alliance's WBIE Position: Q1 2021 in Review

Founders Financial Alliance sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q1 2021, closing a stake of 504 shares — an estimated $14K sold.

Founders Financial Alliance first reported a position in WBIE in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 11 funds tracked by Wall St. Rank hold WBIE as of Q1 2021.

  • Founders Financial Alliance reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 504 WBI BullBear Rising Income 3000 ETF shares in Q1 2021, an estimated $14K.
  • Founders Financial Alliance first reported a position in WBI BullBear Rising Income 3000 ETF in Q4 2020 and held it in 1 quarter.
  • Founders Financial Alliance's WBI BullBear Rising Income 3000 ETF position peaked at $14K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q1 2021.

Based on Founders Financial Alliance's 13F filing for Q1 2021, filed 14 May 2021.