FFA
WBIN

Founders Financial Alliance’s WBI BullBear Trend Switch US Total Return ETF WBIN Stock Holding History

Founders Financial Alliance’s Portfolio WBIN Stock Details WBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-564
Closed -$10K – 490
2020
Q4 		$10K Buy
+564
New +$9.5K 0.01% 369

Other funds holding WBIN

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Founders Financial Alliance sold out of WBI BullBear Trend Switch US Total Return ETF (WBIN) in Q1 2021, closing a stake of 564 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in WBIN in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 13 funds tracked by Wall St. Rank hold WBIN as of Q1 2021.

  • Founders Financial Alliance reported no remaining WBI BullBear Trend Switch US Total Return ETF position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 564 WBI BullBear Trend Switch US Total Return ETF shares in Q1 2021, an estimated $10K.
  • Founders Financial Alliance first reported a position in WBI BullBear Trend Switch US Total Return ETF in Q4 2020 and held it in 1 quarter.
  • Founders Financial Alliance's WBI BullBear Trend Switch US Total Return ETF position peaked at $10K in Q4 2020.
  • 13 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US Total Return ETF as of Q1 2021.

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