CFM Wealth Partners’s CapForce IBD 50 ETF FFTY Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-513	Closed	-$17K	–	260
2020 Q2	$17K	Sell	513 -200	-28%	-$6.21K	0.01%	367
2020 Q1	$20K	Sell	713 -2,119	-75%	-$70.6K	0.01%	365
2019 Q4	$103K	Buy	+2,832	New	+$95.8K	0.04%	205

Other funds holding FFTY

CPIG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFM Wealth Partners's FFTY Position: Q3 2020 in Review

CFM Wealth Partners sold out of CapForce IBD 50 ETF (FFTY) in Q3 2020, closing a stake of 513 shares — an estimated $17K sold.

CFM Wealth Partners first reported a position in FFTY in Q4 2019 and held it in 3 quarters. The position peaked at $103K in Q4 2019. 61 funds tracked by Wall St. Rank hold FFTY as of Q3 2020.

CFM Wealth Partners reported no remaining CapForce IBD 50 ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 513 CapForce IBD 50 ETF shares in Q3 2020, an estimated $17K.
CFM Wealth Partners first reported a position in CapForce IBD 50 ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's CapForce IBD 50 ETF position peaked at $103K in Q4 2019.
61 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.