Newbridge Financial Services Group’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Newbridge Financial Services Group’s Portfolio FFTI Stock Details FFTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-975	Closed	-$23K	–	1599
2021 Q4	$23K	Hold	975	–	–	0.01%	690
2021 Q3	$23K	Hold	975	–	–	0.01%	633
2021 Q2	$24K	Hold	975	–	–	0.01%	727
2021 Q1	$23K	Buy	+975	New	+$23.5K	0.02%	662
2020 Q4	–	Sell	-302	Closed	-$7K	–	1169
2020 Q3	$7K	Buy	+302	New	+$7.26K	0.01%	764

Other funds holding FFTI

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Newbridge Financial Services Group's FFTI Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of FormulaFolios Tactical Income ETF (FFTI) in Q1 2022, closing a stake of 975 shares — an estimated $23K sold.

Newbridge Financial Services Group first reported a position in FFTI in Q3 2020 and held it in 5 quarters. The position peaked at $24K in Q2 2021. 14 funds tracked by Wall St. Rank hold FFTI as of Q1 2022.

Newbridge Financial Services Group reported no remaining FormulaFolios Tactical Income ETF position as of Q1 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 975 FormulaFolios Tactical Income ETF shares in Q1 2022, an estimated $23K.
Newbridge Financial Services Group first reported a position in FormulaFolios Tactical Income ETF in Q3 2020 and held it in 5 quarters.
Newbridge Financial Services Group's FormulaFolios Tactical Income ETF position peaked at $24K in Q2 2021.
14 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.