Larson Financial Group’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
-14,277
Closed -$285K 1929
2023
Q3
$285K Sell
14,277
-1,280
-8% -$25.9K 0.03% 261
2023
Q2
$319K Buy
15,557
+517
+3% +$10.7K 0.03% 247
2023
Q1
$313K Buy
15,040
+4,123
+38% +$85.1K 0.03% 255
2022
Q4
$222K Buy
10,917
+7,191
+193% +$146K 0.03% 286
2022
Q3
$76K Hold
3,726
0.01% 394
2022
Q2
$79K Hold
3,726
0.01% 286
2022
Q1
$83K Hold
3,726
0.01% 298
2021
Q4
$89K Buy
+3,726
New +$89.2K 0.01% 293

Larson Financial Group's FFTI Position: Q4 2023 in Review

Larson Financial Group sold out of FormulaFolios Tactical Income ETF (FFTI) in Q4 2023, closing a stake of 14,277 shares — an estimated $285K sold.

Larson Financial Group first reported a position in FFTI in Q4 2021 and held it in 8 quarters. The position peaked at $319K in Q2 2023. 0 funds tracked by Wall St. Rank hold FFTI as of Q4 2023.

  • Larson Financial Group reported no remaining FormulaFolios Tactical Income ETF position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 14,277 FormulaFolios Tactical Income ETF shares in Q4 2023, an estimated $285K.
  • Larson Financial Group first reported a position in FormulaFolios Tactical Income ETF in Q4 2021 and held it in 8 quarters.
  • Larson Financial Group's FormulaFolios Tactical Income ETF position peaked at $319K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.