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Founders Financial Alliance’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Founders Financial Alliance’s Portfolio WBIY Stock Details WBIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-684
Closed -$16K – 485
2020
Q4 		$16K Buy
+684
New +$14.5K 0.01% 351

Other funds holding WBIY

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Founders Financial Alliance sold out of WBI Power Factor High Dividend ETF (WBIY) in Q1 2021, closing a stake of 684 shares — an estimated $16K sold.

Founders Financial Alliance first reported a position in WBIY in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 21 funds tracked by Wall St. Rank hold WBIY as of Q1 2021.

  • Founders Financial Alliance reported no remaining WBI Power Factor High Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 684 WBI Power Factor High Dividend ETF shares in Q1 2021, an estimated $16K.
  • Founders Financial Alliance first reported a position in WBI Power Factor High Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Founders Financial Alliance's WBI Power Factor High Dividend ETF position peaked at $16K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2021.

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