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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

Other funds holding FFTY

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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.