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ProVise Management Group’s CapForce IBD 50 ETF FFTY Stock Holding History

ProVise Management 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
2018
Q4 		– Sell
-34,728
Closed -$1.33M – 310
2018
Q3 		$1.33M Buy
34,728
+4,015
+13% +$148K 0.18% 129
2018
Q2 		$1.08K Buy
+30,713
New +$1.07M 0.08% 158

Other funds holding FFTY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ProVise Management Group's FFTY Position: Q4 2018 in Review

ProVise Management Group sold out of CapForce IBD 50 ETF (FFTY) in Q4 2018, closing a stake of 34,728 shares — an estimated $1.33M sold.

ProVise Management Group first reported a position in FFTY in Q2 2018 and held it in 2 quarters. The position peaked at $1.33M in Q3 2018. 83 funds tracked by Wall St. Rank hold FFTY as of Q4 2018.

  • ProVise Management Group reported no remaining CapForce IBD 50 ETF position as of Q4 2018 after selling out during the quarter.
  • ProVise Management Group sold 34,728 CapForce IBD 50 ETF shares in Q4 2018, an estimated $1.33M.
  • ProVise Management Group first reported a position in CapForce IBD 50 ETF in Q2 2018 and held it in 2 quarters.
  • ProVise Management Group's CapForce IBD 50 ETF position peaked at $1.33M in Q3 2018.
  • 83 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2018.

Based on ProVise Management Group's 13F filing for Q4 2018, filed 13 Feb 2019.