Osaic Holdings
FFHG

Osaic Holdings’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Osaic Holdings’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
2021
Q3 		– Sell
-4,163
Closed -$148K – 7398
2021
Q2 		$148K Buy
+4,163
New +$146K ﹤0.01% 4142

Other funds holding FFHG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings's FFHG Position: Q3 2021 in Review

Osaic Holdings sold out of Formula Folios Hedged Growth ETF (FFHG) in Q3 2021, closing a stake of 4,163 shares — an estimated $148K sold.

Osaic Holdings first reported a position in FFHG in Q2 2021 and held it in 1 quarter. The position peaked at $148K in Q2 2021. 9 funds tracked by Wall St. Rank hold FFHG as of Q3 2021.

  • Osaic Holdings reported no remaining Formula Folios Hedged Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Osaic Holdings sold 4,163 Formula Folios Hedged Growth ETF shares in Q3 2021, an estimated $148K.
  • Osaic Holdings first reported a position in Formula Folios Hedged Growth ETF in Q2 2021 and held it in 1 quarter.
  • Osaic Holdings's Formula Folios Hedged Growth ETF position peaked at $148K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q3 2021.

Based on Osaic Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.