GM
FFTG

GeoWealth Management’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

GeoWealth Management’s Portfolio FFTG Stock Details FFTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-21,183
Closed -$558K – 239
2019
Q3 		$558K Buy
+21,183
New +$555K 0.13% 95

Other funds holding FFTG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

GeoWealth Management's FFTG Position: Q4 2019 in Review

GeoWealth Management sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q4 2019, closing a stake of 21,183 shares — an estimated $558K sold.

GeoWealth Management first reported a position in FFTG in Q3 2019 and held it in 1 quarter. The position peaked at $558K in Q3 2019. 7 funds tracked by Wall St. Rank hold FFTG as of Q4 2019.

  • GeoWealth Management reported no remaining FormulaFolios Tactical Growth ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 21,183 FormulaFolios Tactical Growth ETF shares in Q4 2019, an estimated $558K.
  • GeoWealth Management first reported a position in FormulaFolios Tactical Growth ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's FormulaFolios Tactical Growth ETF position peaked at $558K in Q3 2019.
  • 7 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.