SPIA
FFTI

Steward Partners Investment Advisory’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-313
Closed -$7K – 3025
2020
Q3 		$7K Hold
313
– – ﹤0.01% 2285
2020
Q2 		$7K Sell
313
-926
-75% -$21.8K ﹤0.01% 2191
2020
Q1 		$28K Buy
+1,239
New +$30.6K ﹤0.01% 1485

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
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Steward Partners Investment Advisory's FFTI Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of FormulaFolios Tactical Income ETF (FFTI) in Q4 2020, closing a stake of 313 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in FFTI in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q1 2020. 13 funds tracked by Wall St. Rank hold FFTI as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining FormulaFolios Tactical Income ETF position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 313 FormulaFolios Tactical Income ETF shares in Q4 2020, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in FormulaFolios Tactical Income ETF in Q1 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's FormulaFolios Tactical Income ETF position peaked at $28K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.