Patriot Financial Group Insurance Agency’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-52	Closed	-$1K	–	2062
2022 Q2	$1K	Hold	52	–	–	﹤0.01%	1980
2022 Q1	$1K	Sell	52 -133	-72%	-$3.05K	﹤0.01%	2010
2021 Q4	$4K	Buy	185 +133	+256%	+$3.18K	﹤0.01%	1823
2021 Q3	$1K	Sell	52 -1,072	-95%	-$26K	﹤0.01%	2113
2021 Q2	$27K	Buy	+1,124	New	+$27K	﹤0.01%	1067

Other funds holding FFTI

BCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PFA

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

Patriot Financial Group Insurance Agency's FFTI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FormulaFolios Tactical Income ETF (FFTI) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in FFTI in Q2 2021 and held it in 5 quarters. The position peaked at $27K in Q2 2021. 11 funds tracked by Wall St. Rank hold FFTI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining FormulaFolios Tactical Income ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 52 FormulaFolios Tactical Income ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in FormulaFolios Tactical Income ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's FormulaFolios Tactical Income ETF position peaked at $27K in Q2 2021.
11 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.