PWM
FFTY icon

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

Prosperity 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
2025
Q4 		$306K Sell
8,797
-8,252
-48% -$304K 0.1% 191
2025
Q3 		$637K Buy
+17,049
New +$590K 0.22% 106

Other funds holding FFTY

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Prosperity Wealth Management's FFTY Position: Q4 2025 in Review

Prosperity Wealth Management reduced its CapForce IBD 50 ETF (FFTY) stake by 48% in Q4 2025, selling an estimated $304K and leaving 8,797 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #191.

Prosperity Wealth Management first reported a position in FFTY in Q3 2025 and has held it in 2 quarters since. The position peaked at $637K in Q3 2025. 41 funds tracked by Wall St. Rank hold FFTY as of Q4 2025.

  • Prosperity Wealth Management held 8,797 shares of CapForce IBD 50 ETF worth $306K as of Q4 2025.
  • Prosperity Wealth Management sold 8,252 CapForce IBD 50 ETF shares in Q4 2025, an estimated $304K.
  • CapForce IBD 50 ETF made up 0.1% of Prosperity Wealth Management's portfolio in Q4 2025, its #191 holding.
  • Prosperity Wealth Management first reported a position in CapForce IBD 50 ETF in Q3 2025 and has held it in 2 quarters since.
  • Prosperity Wealth Management's CapForce IBD 50 ETF position peaked at $637K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.