ETF Hearsay
Thursday, April 29, 2021

New ETF listing tomorrow April 30, 2021: Formidable ETF (NYSE arca: FORH)

Formidable ETF
Ticker: FORH

Exchange: NYSE Arca
Expense ratio: 1.20%

Original filing date: December 29, 2020
Effective date: April 28, 2021
Listing Date: April 30, 2021 May 7, 2021

CUSIP: 26923N306

Active: Yes
Index / Benchmark: Not Applicable
 
Investment Objective:
Seeks long-term capital appreciation.
 
Investment Strategy / Index Methodology:
Top-down and bottom-up research and analysis.
 
Constituents: 57 as of May 18, 2021
 
Adviser: Formidable Asset Management, LLC
Sub-Adviser: Toroso Asset Management
Portfolio Managers: Will Brown, Chief Executive Officer and Managing Partner
Adam Eagleston, CFA, Chief Investment Officer
Administrator: Commonwealth Fund Services, Inc.
Fund accountant: Citi Fund Services Ohio, Inc.
Transfer agent: Citi Fund Services Ohio, Inc.
Custodian: Citibank, N.A.
Distributor: Foreside Fund Services, LLC
Legal counsel: Practus, LLP
External accounting: Cohen & Company, Ltd.

Product page with holdings is here.
Prospectus is here.
Product factsheet is here.



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About Henry Jim Henry is a senior ETF Product Developer who has launched over 100 ETFs in the USA, Canada, Latin America, and the UK. He has launched global equity and fixed income, non-indexed , currency-hedged, factor ETFs, and tax-sheltered private equity / venture capital funds. HEARSAY stands for Henry’s ETF Alert, Research, and Strategic Analysis sYstem.

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