Comprehensive Financial Planning’s CapForce IBD 50 ETF FFTY Stock Holding History

Comprehensive Financial Planning’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
2026 Q1	$1.18M	Buy	35,420 +5,462	+18%	+$203K	0.82%	37
2025 Q4	$1.04M	Sell	29,958 -17,704	-37%	-$653K	0.69%	40
2025 Q3	$1.78M	Buy	47,662 +16,996	+55%	+$588K	1.22%	24
2025 Q2	$996K	Buy	+30,666	New	+$876K	0.78%	33
2025 Q1	–	Sell	-15,273	Closed	-$437K	–	343
2024 Q4	$437K	Buy	+15,273	New	+$444K	0.37%	56

Other funds holding FFTY

CPA

Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

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

Comprehensive Financial Planning's FFTY Position: Q1 2026 in Review

Comprehensive Financial Planning increased its CapForce IBD 50 ETF (FFTY) stake by 18% in Q1 2026, buying an estimated $203K and bringing the position to 35,420 shares worth $1.18M. The position accounts for 0.82% of the portfolio, ranked #37.

Comprehensive Financial Planning first reported a position in FFTY in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.78M in Q3 2025. 39 funds tracked by Wall St. Rank hold FFTY as of Q1 2026.

Comprehensive Financial Planning held 35,420 shares of CapForce IBD 50 ETF worth $1.18M as of Q1 2026.
Comprehensive Financial Planning bought 5,462 CapForce IBD 50 ETF shares in Q1 2026, an estimated $203K.
CapForce IBD 50 ETF made up 0.82% of Comprehensive Financial Planning's portfolio in Q1 2026, its #37 holding.
Comprehensive Financial Planning first reported a position in CapForce IBD 50 ETF in Q4 2024 and has held it in 5 quarters since.
Comprehensive Financial Planning's CapForce IBD 50 ETF position peaked at $1.78M in Q3 2025.
39 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.