Brewin Dolphin Wealth Management’s CapForce IBD 50 ETF FFTY Stock Holding History

Brewin Dolphin 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 Q2	$15K	Hold	550	–	–	﹤0.01%	264
2022 Q1	$21K	Hold	550	–	–	﹤0.01%	246
2021 Q4	$25K	Buy	+550	New	+$26.3K	﹤0.01%	242

Other funds holding FFTY

CPIG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brewin Dolphin Wealth Management's FFTY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its CapForce IBD 50 ETF (FFTY) position steady in Q2 2022 at 550 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Brewin Dolphin Wealth Management first reported a position in FFTY in Q4 2021 and has held it in 3 quarters since. The position peaked at $25K in Q4 2021. 58 funds tracked by Wall St. Rank hold FFTY as of Q2 2022.

Brewin Dolphin Wealth Management held 550 shares of CapForce IBD 50 ETF worth $15K as of Q2 2022.
Brewin Dolphin Wealth Management left its CapForce IBD 50 ETF share count unchanged in Q2 2022.
CapForce IBD 50 ETF made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #264 holding.
Brewin Dolphin Wealth Management first reported a position in CapForce IBD 50 ETF in Q4 2021 and has held it in 3 quarters since.
Brewin Dolphin Wealth Management's CapForce IBD 50 ETF position peaked at $25K in Q4 2021.
58 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.