EWM
FFTY icon

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

Executive 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
2019
Q3 		– Sell
-4,172
Closed -$143K – 355
2019
Q2 		$143K Sell
4,172
-41
-1% -$1.38K 0.02% 187
2019
Q1 		$141K Sell
4,213
-34
-0.8% -$1.07K 0.03% 173
2018
Q4 		$117K Buy
+4,247
New +$132K 0.02% 185

Other funds holding FFTY

Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Executive Wealth Management's FFTY Position: Q3 2019 in Review

Executive Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q3 2019, closing a stake of 4,172 shares — an estimated $143K sold.

Executive Wealth Management first reported a position in FFTY in Q4 2018 and held it in 3 quarters. The position peaked at $143K in Q2 2019. 70 funds tracked by Wall St. Rank hold FFTY as of Q3 2019.

  • Executive Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4,172 CapForce IBD 50 ETF shares in Q3 2019, an estimated $143K.
  • Executive Wealth Management first reported a position in CapForce IBD 50 ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's CapForce IBD 50 ETF position peaked at $143K in Q2 2019.
  • 70 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.