Bellwether Investment Group
FFTY icon

Bellwether Investment Group’s CapForce IBD 50 ETF FFTY Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-6,400
Closed -$164K – 256
2017
Q1 		$164K Sell
6,400
-2,350
-27% -$58.7K 0.43% 64
2016
Q4 		$211K Buy
+8,750
New +$204K 0.19% 130
2016
Q2 		$268K Buy
+12,475
New +$263K 0.29% 94

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UBS Group
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Jane Street
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Thompson Davis & Co
Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Ladenburg Thalmann Financial Services
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Bellwether Investment Group's FFTY Position: Q2 2017 in Review

Bellwether Investment Group sold out of CapForce IBD 50 ETF (FFTY) in Q2 2017, closing a stake of 6,400 shares — an estimated $164K sold.

Bellwether Investment Group first reported a position in FFTY in Q2 2016 and held it in 3 quarters. The position peaked at $268K in Q2 2016. 18 funds tracked by Wall St. Rank hold FFTY as of Q2 2017.

  • Bellwether Investment Group reported no remaining CapForce IBD 50 ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 6,400 CapForce IBD 50 ETF shares in Q2 2017, an estimated $164K.
  • Bellwether Investment Group first reported a position in CapForce IBD 50 ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's CapForce IBD 50 ETF position peaked at $268K in Q2 2016.
  • 18 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.