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Patriot Financial Group Insurance Agency’s CapForce IBD 50 ETF FFTY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-574
Closed -$15K – 921
2022
Q2 		$15K Sell
574
-1,501
-72% -$48.3K ﹤0.01% 1099
2022
Q1 		$81K Sell
2,075
-399
-16% -$15.5K 0.01% 642
2021
Q4 		$113K Hold
2,474
– – 0.02% 621
2021
Q3 		$117K Hold
2,474
– – 0.02% 599
2021
Q2 		$115K Buy
2,474
+1,200
+94% +$54.3K 0.02% 576
2021
Q1 		$56K Hold
1,274
– – 0.01% 730
2020
Q4 		$52K Hold
1,274
– – 0.01% 676
2020
Q3 		$48K Hold
1,274
– – 0.02% 546
2020
Q2 		$44K Sell
1,274
-300
-19% -$9.32K 0.02% 550
2020
Q1 		$44K Sell
1,574
-1,400
-47% -$46.6K 0.02% 486
2019
Q4 		$103K Hold
2,974
– – 0.04% 334
2019
Q3 		$96K Buy
2,974
+74
+3% +$2.53K 0.04% 316
2019
Q2 		$101K Buy
2,900
+2,500
+625% +$84.3K 0.04% 309
2019
Q1 		$13K Buy
400
+200
+100% +$6.29K 0.01% 646
2018
Q4 		$6K Hold
200
– – ﹤0.01% 696
2018
Q3 		$8K Hold
200
– – ﹤0.01% 663
2018
Q2 		$7K Hold
200
– – 0.01% 440
2018
Q1 		$6K Hold
200
– – ﹤0.01% 689
2017
Q4 		$7K Hold
200
– – 0.01% 648
2017
Q3 		$7K Hold
200
– – 0.01% 626
2017
Q2 		$6K Hold
200
– – 0.01% 641
2017
Q1 		$5K Hold
200
– – 0.01% 618
2016
Q4 		$5K Buy
+200
New +$4.67K 0.01% 562

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FFTY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of CapForce IBD 50 ETF (FFTY) in Q3 2022, closing a stake of 574 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in FFTY in Q4 2016 and held it in 23 quarters. The position peaked at $117K in Q3 2021. 50 funds tracked by Wall St. Rank hold FFTY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining CapForce IBD 50 ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 574 CapForce IBD 50 ETF shares in Q3 2022, an estimated $15K.
  • Patriot Financial Group Insurance Agency first reported a position in CapForce IBD 50 ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's CapForce IBD 50 ETF position peaked at $117K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.