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

Next 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
2019 Q1	–	Sell	-575	Closed	-$16K	–	1772
2018 Q4	$16K	Sell	575 -1,160	-67%	-$36K	﹤0.01%	1175
2018 Q3	$67K	Buy	+1,735	New	+$63.8K	0.03%	468
2018 Q2	–	Sell	-7,840	Closed	-$261K	–	317
2018 Q1	$261K	Buy	+7,840	New	+$267K	0.06%	332

Other funds holding FFTY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPIG

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Next Financial Group's FFTY Position: Q1 2019 in Review

Next Financial Group sold out of CapForce IBD 50 ETF (FFTY) in Q1 2019, closing a stake of 575 shares — an estimated $16K sold.

Next Financial Group first reported a position in FFTY in Q1 2018 and held it in 3 quarters. The position peaked at $261K in Q1 2018. 86 funds tracked by Wall St. Rank hold FFTY as of Q1 2019.

Next Financial Group reported no remaining CapForce IBD 50 ETF position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 575 CapForce IBD 50 ETF shares in Q1 2019, an estimated $16K.
Next Financial Group first reported a position in CapForce IBD 50 ETF in Q1 2018 and held it in 3 quarters.
Next Financial Group's CapForce IBD 50 ETF position peaked at $261K in Q1 2018.
86 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.