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HHM Wealth Advisors’s First Trust Alternative Absolute Return Strategy ETF FAAR Stock Holding History

HHM Wealth Advisors’s Portfolio FAAR Stock Details FAAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-819
Closed -$27K – 692
2022
Q2 		$27K Buy
+819
New +$28.2K 0.01% 375

Other funds holding FAAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

HHM Wealth Advisors's FAAR Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Trust Alternative Absolute Return Strategy ETF (FAAR) in Q3 2022, closing a stake of 819 shares — an estimated $27K sold.

HHM Wealth Advisors first reported a position in FAAR in Q2 2022 and held it in 1 quarter. The position peaked at $27K in Q2 2022. 78 funds tracked by Wall St. Rank hold FAAR as of Q3 2022.

  • HHM Wealth Advisors reported no remaining First Trust Alternative Absolute Return Strategy ETF position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 819 First Trust Alternative Absolute Return Strategy ETF shares in Q3 2022, an estimated $27K.
  • HHM Wealth Advisors first reported a position in First Trust Alternative Absolute Return Strategy ETF in Q2 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's First Trust Alternative Absolute Return Strategy ETF position peaked at $27K in Q2 2022.
  • 78 funds tracked by Wall St. Rank held First Trust Alternative Absolute Return Strategy ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.