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NewEdge Advisors’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

NewEdge Advisors’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-175
Closed -$31.9K – 3956
2023
Q4 		$31.9K Buy
+175
New +$29.5K ﹤0.01% 2391

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's TILT Position: Q1 2024 in Review

NewEdge Advisors sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2024, closing a stake of 175 shares — an estimated $31.9K sold.

NewEdge Advisors first reported a position in TILT in Q4 2023 and held it in 1 quarter. The position peaked at $31.9K in Q4 2023. 88 funds tracked by Wall St. Rank hold TILT as of Q1 2024.

  • NewEdge Advisors reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 175 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2024, an estimated $31.9K.
  • NewEdge Advisors first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q4 2023 and held it in 1 quarter.
  • NewEdge Advisors's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $31.9K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.