Osaic Holdings
FFTG

Osaic Holdings’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

Osaic Holdings’s Portfolio FFTG Stock Details FFTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-621
Closed -$17K – 6662
2020
Q3 		$17K Buy
+621
New +$17.2K ﹤0.01% 5008

Other funds holding FFTG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Osaic Holdings's FFTG Position: Q4 2020 in Review

Osaic Holdings sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q4 2020, closing a stake of 621 shares — an estimated $17K sold.

Osaic Holdings first reported a position in FFTG in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 14 funds tracked by Wall St. Rank hold FFTG as of Q4 2020.

  • Osaic Holdings reported no remaining FormulaFolios Tactical Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Osaic Holdings sold 621 FormulaFolios Tactical Growth ETF shares in Q4 2020, an estimated $17K.
  • Osaic Holdings first reported a position in FormulaFolios Tactical Growth ETF in Q3 2020 and held it in 1 quarter.
  • Osaic Holdings's FormulaFolios Tactical Growth ETF position peaked at $17K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q4 2020.

Based on Osaic Holdings's 13F filing for Q4 2020, filed 10 Feb 2021.