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

Kingsview 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
2020
Q4 		– Sell
-17,607
Closed -$657K – 743
2020
Q3 		$657K Sell
17,607
-5,590
-24% -$206K 0.06% 308
2020
Q2 		$798K Buy
+23,197
New +$721K 0.08% 243

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Kingsview Wealth Management's FFTY Position: Q4 2020 in Review

Kingsview Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q4 2020, closing a stake of 17,607 shares — an estimated $657K sold.

Kingsview Wealth Management first reported a position in FFTY in Q2 2020 and held it in 2 quarters. The position peaked at $798K in Q2 2020. 64 funds tracked by Wall St. Rank hold FFTY as of Q4 2020.

  • Kingsview Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,607 CapForce IBD 50 ETF shares in Q4 2020, an estimated $657K.
  • Kingsview Wealth Management first reported a position in CapForce IBD 50 ETF in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's CapForce IBD 50 ETF position peaked at $798K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.