UBS Group
FFTG

UBS Group’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

UBS Group’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
2023
Q1 		– Sell
-1,072
Closed -$26.2K – 11027
2022
Q4 		$26.2K Sell
1,072
-265
-20% -$6.39K ﹤0.01% 7378
2022
Q3 		$32K Buy
1,337
+55
+4% +$1.4K ﹤0.01% 6812
2022
Q2 		$32K Sell
1,282
-619
-33% -$16.5K ﹤0.01% 6343
2022
Q1 		$56K Sell
1,901
-70
-4% -$2.03K ﹤0.01% 6395
2021
Q4 		$61K Buy
1,971
+416
+27% +$12.6K ﹤0.01% 6737
2021
Q3 		$45K Buy
1,555
+851
+121% +$25.7K ﹤0.01% 6426
2021
Q2 		$21K Buy
704
+575
+446% +$17.5K ﹤0.01% 7290
2021
Q1 		$4K Sell
129
-789
-86% -$22.8K ﹤0.01% 8449
2020
Q4 		$26K Sell
918
-1,584
-63% -$44.2K ﹤0.01% 6762
2020
Q3 		$68K Buy
2,502
+1,794
+253% +$49.6K ﹤0.01% 5432
2020
Q2 		$19K Sell
708
-100
-12% -$2.49K ﹤0.01% 6602
2020
Q1 		$18K Buy
808
+101
+14% +$2.66K ﹤0.01% 6566
2019
Q4 		$19K Buy
707
+552
+356% +$14.7K ﹤0.01% 6912
2019
Q3 		$4K Sell
155
-123
-44% -$3.23K ﹤0.01% 7581
2019
Q2 		$7K Buy
+278
New +$6.76K ﹤0.01% 7267
2019
Q1 		– Sell
-1,420
Closed -$31K – 8311
2018
Q4 		$31K Buy
+1,420
New +$33.4K ﹤0.01% 6474
2018
Q3 		– Sell
-1,305
Closed -$32K – 8359
2018
Q2 		$32K Buy
+1,305
New +$33K ﹤0.01% 6344
2018
Q1 		– Sell
-20
Closed -$1K – 8268
2017
Q4 		$1K Buy
+20
New +$508 ﹤0.01% 7740

Other funds holding FFTG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's FFTG Position: Q1 2023 in Review

UBS Group sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q1 2023, closing a stake of 1,072 shares — an estimated $26.2K sold.

UBS Group first reported a position in FFTG in Q4 2017 and held it in 18 quarters. The position peaked at $68K in Q3 2020. 9 funds tracked by Wall St. Rank hold FFTG as of Q1 2023.

  • UBS Group reported no remaining FormulaFolios Tactical Growth ETF position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 1,072 FormulaFolios Tactical Growth ETF shares in Q1 2023, an estimated $26.2K.
  • UBS Group first reported a position in FormulaFolios Tactical Growth ETF in Q4 2017 and held it in 18 quarters.
  • UBS Group's FormulaFolios Tactical Growth ETF position peaked at $68K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.