Financial Perspectives’s CapForce IBD 50 ETF FFTY Stock Holding History

Financial Perspectives’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	$18.5K	Hold	554	–	–	0.01%	446
2025 Q4	$19.3K	Hold	554	–	–	0.01%	440
2025 Q3	$20.7K	Hold	554	–	–	0.01%	420
2025 Q2	$18K	Hold	554	–	–	0.01%	435
2025 Q1	$14.9K	Buy	554 +5	+0.9%	+$147	0.01%	446
2024 Q4	$15.7K	Hold	549	–	–	0.01%	449
2024 Q3	$14.8K	Hold	549	–	–	0.01%	432
2024 Q2	$15.2K	Hold	549	–	–	0.01%	414
2024 Q1	$15.2K	Buy	549 +4	+0.7%	+$105	0.01%	415
2023 Q4	$13.3K	Hold	545	–	–	0.01%	434
2023 Q3	$12.2K	Hold	545	–	–	0.01%	424
2023 Q2	$13.9K	Hold	545	–	–	0.01%	410
2023 Q1	$12.9K	Hold	545	–	–	0.01%	418
2022 Q4	$11.9K	Hold	545	–	–	0.01%	417
2022 Q3	$13.3K	Hold	545	–	–	0.01%	398
2022 Q2	$14.6K	Hold	545	–	–	0.01%	390
2022 Q1	$21.3K	Hold	545	–	–	0.01%	364
2021 Q4	$25K	Hold	545	–	–	0.01%	326
2021 Q3	$25.8K	Hold	545	–	–	0.01%	327
2021 Q2	$25.3K	Sell	545 -23,370	-98%	-$1.06M	0.01%	351
2021 Q1	$545K	Buy	23,915 +23,370	+4,288%	+$1.06M	0.03%	276
2020 Q4	$22.4K	Hold	545	–	–	0.01%	323
2020 Q3	$20.3K	Hold	545	–	–	0.01%	287
2020 Q2	$18.8K	Hold	545	–	–	0.01%	283
2020 Q1	$15.3K	Buy	545 +360	+195%	+$12K	0.01%	272
2019 Q4	$6.42K	Buy	+185	New	+$6.26K	﹤0.01%	369

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

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 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

Financial Perspectives's FFTY Position: Q1 2026 in Review

Financial Perspectives held its CapForce IBD 50 ETF (FFTY) position steady in Q1 2026 at 554 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #446.

Financial Perspectives first reported a position in FFTY in Q4 2019 and has held it in 26 quarters since. The position peaked at $545K in Q1 2021. 39 funds tracked by Wall St. Rank hold FFTY as of Q1 2026.

Financial Perspectives held 554 shares of CapForce IBD 50 ETF worth $18.5K as of Q1 2026.
Financial Perspectives left its CapForce IBD 50 ETF share count unchanged in Q1 2026.
CapForce IBD 50 ETF made up 0.01% of Financial Perspectives's portfolio in Q1 2026, its #446 holding.
Financial Perspectives first reported a position in CapForce IBD 50 ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's CapForce IBD 50 ETF position peaked at $545K in Q1 2021.
39 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.