BWA
FFTY icon

Burt Wealth Advisors’s CapForce IBD 50 ETF FFTY Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-50
Closed -$1K – 469
2016
Q1 		$1K Sell
50
-200
-80% -$4.04K ﹤0.01% 502
2015
Q4 		$5K Buy
250
+150
+150% +$3.44K ﹤0.01% 367
2015
Q3 		$2K Buy
+100
New +$2.38K ﹤0.01% 342

Other funds holding FFTY

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIG
Bellwether Investment Group Chattanooga, Tennessee $24.9M AUM 22.07% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Burt Wealth Advisors's FFTY Position: Q2 2016 in Review

Burt Wealth Advisors sold out of CapForce IBD 50 ETF (FFTY) in Q2 2016, closing a stake of 50 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in FFTY in Q3 2015 and held it in 3 quarters. The position peaked at $5K in Q4 2015. 19 funds tracked by Wall St. Rank hold FFTY as of Q2 2016.

  • Burt Wealth Advisors reported no remaining CapForce IBD 50 ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 50 CapForce IBD 50 ETF shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in CapForce IBD 50 ETF in Q3 2015 and held it in 3 quarters.
  • Burt Wealth Advisors's CapForce IBD 50 ETF position peaked at $5K in Q4 2015.
  • 19 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.