NFSG
FFHG

Newbridge Financial Services Group’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Newbridge Financial Services Group’s Portfolio FFHG Stock Details FFHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-122
Closed -$3K – 1168
2020
Q3 		$3K Buy
+122
New +$3.01K ﹤0.01% 894

Other funds holding FFHG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Newbridge Financial Services Group's FFHG Position: Q4 2020 in Review

Newbridge Financial Services Group sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2020, closing a stake of 122 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in FFHG in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 8 funds tracked by Wall St. Rank hold FFHG as of Q4 2020.

  • Newbridge Financial Services Group reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Newbridge Financial Services Group sold 122 Formula Folios Hedged Growth ETF shares in Q4 2020, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in Formula Folios Hedged Growth ETF in Q3 2020 and held it in 1 quarter.
  • Newbridge Financial Services Group's Formula Folios Hedged Growth ETF position peaked at $3K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2020.

Based on Newbridge Financial Services Group's 13F filing for Q4 2020, filed 7 Sep 2021.