Atria Investments’s CapForce IBD 50 ETF FFTY Stock Holding History

Atria Investments’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
2019 Q4	–	Sell	-14,504	Closed	-$468K	–	1208
2019 Q3	$468K	Sell	14,504 -13	-0.1%	-$444	0.02%	602
2019 Q2	$489K	Buy	14,517 +580	+4%	+$19.5K	0.02%	588
2019 Q1	$467K	Buy	13,937 +1,128	+9%	+$35.5K	0.02%	552
2018 Q4	$354K	Sell	12,809 -2,117	-14%	-$65.7K	0.02%	605
2018 Q3	$574K	Buy	14,926 +7,971	+115%	+$293K	0.02%	554
2018 Q2	$244K	Buy	+6,955	New	+$243K	0.01%	813

Other funds holding FFTY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Atria Investments's FFTY Position: Q4 2019 in Review

Atria Investments sold out of CapForce IBD 50 ETF (FFTY) in Q4 2019, closing a stake of 14,504 shares — an estimated $468K sold.

Atria Investments first reported a position in FFTY in Q2 2018 and held it in 6 quarters. The position peaked at $574K in Q3 2018. 81 funds tracked by Wall St. Rank hold FFTY as of Q4 2019.

Atria Investments reported no remaining CapForce IBD 50 ETF position as of Q4 2019 after selling out during the quarter.
Atria Investments sold 14,504 CapForce IBD 50 ETF shares in Q4 2019, an estimated $468K.
Atria Investments first reported a position in CapForce IBD 50 ETF in Q2 2018 and held it in 6 quarters.
Atria Investments's CapForce IBD 50 ETF position peaked at $574K in Q3 2018.
81 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2019.

Based on Atria Investments's 13F filing for Q4 2019, filed 11 Feb 2020.