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Larson Financial Group’s CapForce IBD 50 ETF FFTY Stock Holding History

Larson Financial Group’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
2021
Q1 		– Sell
-200
Closed -$8K – 861
2020
Q4 		$8K Buy
+200
New +$7.8K ﹤0.01% 524

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's FFTY Position: Q1 2021 in Review

Larson Financial Group sold out of CapForce IBD 50 ETF (FFTY) in Q1 2021, closing a stake of 200 shares — an estimated $8K sold.

Larson Financial Group first reported a position in FFTY in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 68 funds tracked by Wall St. Rank hold FFTY as of Q1 2021.

  • Larson Financial Group reported no remaining CapForce IBD 50 ETF position as of Q1 2021 after selling out during the quarter.
  • Larson Financial Group sold 200 CapForce IBD 50 ETF shares in Q1 2021, an estimated $8K.
  • Larson Financial Group first reported a position in CapForce IBD 50 ETF in Q4 2020 and held it in 1 quarter.
  • Larson Financial Group's CapForce IBD 50 ETF position peaked at $8K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.