Fulcrum Equity Management’s CapForce IBD 50 ETF FFTY Stock Holding History

Fulcrum Equity 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
2025 Q4	–	Sell	-23,018	Closed	-$860K	–	121
2025 Q3	$860K	Buy	+23,018	New	+$796K	0.87%	31

Other funds holding FFTY

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

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

IWM

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

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

CFP

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

CPIG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Fulcrum Equity Management's FFTY Position: Q4 2025 in Review

Fulcrum Equity Management sold out of CapForce IBD 50 ETF (FFTY) in Q4 2025, closing a stake of 23,018 shares — an estimated $860K sold.

Fulcrum Equity Management first reported a position in FFTY in Q3 2025 and held it in 1 quarter. The position peaked at $860K in Q3 2025. 41 funds tracked by Wall St. Rank hold FFTY as of Q4 2025.

Fulcrum Equity Management reported no remaining CapForce IBD 50 ETF position as of Q4 2025 after selling out during the quarter.
Fulcrum Equity Management sold 23,018 CapForce IBD 50 ETF shares in Q4 2025, an estimated $860K.
Fulcrum Equity Management first reported a position in CapForce IBD 50 ETF in Q3 2025 and held it in 1 quarter.
Fulcrum Equity Management's CapForce IBD 50 ETF position peaked at $860K in Q3 2025.
41 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2025.

Based on Fulcrum Equity Management's 13F filing for Q4 2025, filed 6 Jan 2026.