LJI Wealth Management
FFTY icon

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

LJI 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
2024
Q2 		– Sell
-141,572
Closed -$3.91M – 188
2024
Q1 		$3.91M Buy
141,572
+279
+0.2% +$7.29K 1.01% 16
2023
Q4 		$3.44M Sell
141,293
-22,656
-14% -$515K 0.89% 22
2023
Q3 		$3.67M Buy
163,949
+3,518
+2% +$85K 1.06% 17
2023
Q2 		$4.1M Sell
160,431
-1,662
-1% -$39.4K 1.19% 15
2023
Q1 		$3.83M Buy
162,093
+4,312
+3% +$99.1K 1.21% 17
2022
Q4 		$3.44M Buy
+157,781
New +$3.89M 1.21% 17

Other funds holding FFTY

IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LJI Wealth Management's FFTY Position: Q2 2024 in Review

LJI Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q2 2024, closing a stake of 141,572 shares — an estimated $3.91M sold.

LJI Wealth Management first reported a position in FFTY in Q4 2022 and held it in 6 quarters. The position peaked at $4.1M in Q2 2023. 36 funds tracked by Wall St. Rank hold FFTY as of Q2 2024.

  • LJI Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q2 2024 after selling out during the quarter.
  • LJI Wealth Management sold 141,572 CapForce IBD 50 ETF shares in Q2 2024, an estimated $3.91M.
  • LJI Wealth Management first reported a position in CapForce IBD 50 ETF in Q4 2022 and held it in 6 quarters.
  • LJI Wealth Management's CapForce IBD 50 ETF position peaked at $4.1M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2024.

Based on LJI Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.