BFA
FFTY icon

Beaumont Financial Advisors’s CapForce IBD 50 ETF FFTY Stock Holding History

Beaumont Financial Advisors’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
2021
Q2 		– Sell
-139,413
Closed -$6.12M – 372
2021
Q1 		$6.12M Buy
+139,413
New +$6.33M 0.52% 56

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Beaumont Financial Advisors's FFTY Position: Q2 2021 in Review

Beaumont Financial Advisors sold out of CapForce IBD 50 ETF (FFTY) in Q2 2021, closing a stake of 139,413 shares — an estimated $6.12M sold.

Beaumont Financial Advisors first reported a position in FFTY in Q1 2021 and held it in 1 quarter. The position peaked at $6.12M in Q1 2021. 68 funds tracked by Wall St. Rank hold FFTY as of Q2 2021.

  • Beaumont Financial Advisors reported no remaining CapForce IBD 50 ETF position as of Q2 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 139,413 CapForce IBD 50 ETF shares in Q2 2021, an estimated $6.12M.
  • Beaumont Financial Advisors first reported a position in CapForce IBD 50 ETF in Q1 2021 and held it in 1 quarter.
  • Beaumont Financial Advisors's CapForce IBD 50 ETF position peaked at $6.12M in Q1 2021.
  • 68 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2021.

Based on Beaumont Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.