Affiance Financial’s CapForce IBD 50 ETF FFTY Stock Holding History

Affiance Financial’s Portfolio FFTY Stock Details FFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,555	Closed	-$33.9K	–	206
2022 Q4	$33.9K	Buy	+1,555	New	+$38.4K	0.01%	191

Other funds holding FFTY

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

Affiance Financial's FFTY Position: Q1 2023 in Review

Affiance Financial sold out of CapForce IBD 50 ETF (FFTY) in Q1 2023, closing a stake of 1,555 shares — an estimated $33.9K sold.

Affiance Financial first reported a position in FFTY in Q4 2022 and held it in 1 quarter. The position peaked at $33.9K in Q4 2022. 47 funds tracked by Wall St. Rank hold FFTY as of Q1 2023.

Affiance Financial reported no remaining CapForce IBD 50 ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,555 CapForce IBD 50 ETF shares in Q1 2023, an estimated $33.9K.
Affiance Financial first reported a position in CapForce IBD 50 ETF in Q4 2022 and held it in 1 quarter.
Affiance Financial's CapForce IBD 50 ETF position peaked at $33.9K in Q4 2022.
47 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.