BBPWM
FFTY icon

Blue Bell Private Wealth Management’s CapForce IBD 50 ETF FFTY Stock Holding History

Blue Bell Private Wealth Management’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
2022
Q1 		– Sell
-75
Closed -$3K – 879
2021
Q4 		$3K Buy
+75
New +$3.58K ﹤0.01% 617

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Bell Private Wealth Management's FFTY Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q1 2022, closing a stake of 75 shares — an estimated $3K sold.

Blue Bell Private Wealth Management first reported a position in FFTY in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 70 funds tracked by Wall St. Rank hold FFTY as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 75 CapForce IBD 50 ETF shares in Q1 2022, an estimated $3K.
  • Blue Bell Private Wealth Management first reported a position in CapForce IBD 50 ETF in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's CapForce IBD 50 ETF position peaked at $3K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.