Gradient Investments’s FormulaFolios Tactical Income ETF FFTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-228
| Closed | -$4.56K | – | 1938 |
|
|
2023
Q3 | $4.56K | Sell |
228
-633
| -74% | -$12.8K | ﹤0.01% | 972 |
|
|
2023
Q2 | $17.7K | Sell |
861
-3,754
| -81% | -$77.7K | ﹤0.01% | 713 |
|
|
2023
Q1 | $96K | Buy |
4,615
+4,363
| +1,731% | +$90K | ﹤0.01% | 384 |
|
|
2022
Q4 | $5.13K | Sell |
252
-1,720
| -87% | -$35K | ﹤0.01% | 927 |
|
|
2022
Q3 | $40K | Buy |
1,972
+1,744
| +765% | +$36.9K | ﹤0.01% | 516 |
|
|
2022
Q2 | $5K | Sell |
228
-1,086
| -83% | -$23.4K | ﹤0.01% | 916 |
|
|
2022
Q1 | $29K | Buy |
1,314
+837
| +175% | +$19.2K | ﹤0.01% | 580 |
|
|
2021
Q4 | $11K | Sell |
477
-599
| -56% | -$14.3K | ﹤0.01% | 783 |
|
|
2021
Q3 | $26K | Buy |
1,076
+4
| +0.4% | +$97 | ﹤0.01% | 604 |
|
|
2021
Q2 | $26K | Buy |
1,072
+1,060
| +8,833% | +$25.5K | ﹤0.01% | 589 |
|
|
2021
Q1 | $0 | Sell |
12
-1,648
| -99% | -$39.7K | ﹤0.01% | 1327 |
|
|
2020
Q4 | $40K | Hold |
1,660
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $40K | Buy |
+1,660
| New | +$39.9K | ﹤0.01% | 445 |
|
|
2020
Q2 | – | Sell |
-883
| Closed | -$20K | – | 1243 |
|
|
2020
Q1 | $20K | Buy |
883
+807
| +1,062% | +$19.9K | ﹤0.01% | 524 |
|
|
2019
Q4 | $2K | Buy |
+76
| New | +$1.89K | ﹤0.01% | 970 |
|
|
2018
Q3 | – | Sell |
-735
| Closed | -$18K | – | 1091 |
|
|
2018
Q2 | $18K | Buy |
+735
| New | +$17.7K | ﹤0.01% | 509 |
|
|
2018
Q1 | – | Sell |
-3,296
| Closed | -$82K | – | 1204 |
|
|
2017
Q4 | $82K | Buy |
+3,296
| New | +$82.5K | ﹤0.01% | 297 |
|
Gradient Investments's FFTI Position: Q4 2023 in Review
Gradient Investments sold out of FormulaFolios Tactical Income ETF (FFTI) in Q4 2023, closing a stake of 228 shares — an estimated $4.56K sold.
Gradient Investments first reported a position in FFTI in Q4 2017 and held it in 17 quarters. The position peaked at $96K in Q1 2023. 0 funds tracked by Wall St. Rank hold FFTI as of Q4 2023.
- Gradient Investments reported no remaining FormulaFolios Tactical Income ETF position as of Q4 2023 after selling out during the quarter.
- Gradient Investments sold 228 FormulaFolios Tactical Income ETF shares in Q4 2023, an estimated $4.56K.
- Gradient Investments first reported a position in FormulaFolios Tactical Income ETF in Q4 2017 and held it in 17 quarters.
- Gradient Investments's FormulaFolios Tactical Income ETF position peaked at $96K in Q1 2023.
- 0 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q4 2023.
Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.