OPS
FFTI

Orion Portfolio Solutions’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-3,029
Closed -$72K – 2201
2020
Q2 		$72K Hold
3,029
– – ﹤0.01% 618
2020
Q1 		$69K Buy
+3,029
New +$74.7K ﹤0.01% 519

Other funds holding FFTI

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Orion Portfolio Solutions's FFTI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of FormulaFolios Tactical Income ETF (FFTI) in Q3 2020, closing a stake of 3,029 shares — an estimated $72K sold.

Orion Portfolio Solutions first reported a position in FFTI in Q1 2020 and held it in 2 quarters. The position peaked at $72K in Q2 2020. 18 funds tracked by Wall St. Rank hold FFTI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining FormulaFolios Tactical Income ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,029 FormulaFolios Tactical Income ETF shares in Q3 2020, an estimated $72K.
  • Orion Portfolio Solutions first reported a position in FormulaFolios Tactical Income ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's FormulaFolios Tactical Income ETF position peaked at $72K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.