Ladenburg Thalmann Financial Services’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$112K	Buy	2,870 +2,261	+371%	+$86.5K	﹤0.01%	2926
2019 Q3	$23K	Sell	609 -92	-13%	-$3.46K	﹤0.01%	3949
2019 Q2	$26K	Hold	701	–	–	﹤0.01%	3887
2019 Q1	$25K	Hold	701	–	–	﹤0.01%	3852
2018 Q4	$20K	Buy	701 +137	+24%	+$4.41K	﹤0.01%	3866
2018 Q3	$20K	Buy	+564	New	+$19.7K	﹤0.01%	3898

Other funds holding FITE

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FITE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR S&P Kensho Future Security ETF (FITE) stake by 371% in Q4 2019, buying an estimated $86.5K and bringing the position to 2,870 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Ladenburg Thalmann Financial Services first reported a position in FITE in Q3 2018 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold FITE as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,870 shares of State Street SPDR S&P Kensho Future Security ETF worth $112K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,261 State Street SPDR S&P Kensho Future Security ETF shares in Q4 2019, an estimated $86.5K.
State Street SPDR S&P Kensho Future Security ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2926 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q3 2018 and has held it in 6 quarters since.
13 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.