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River Wealth Advisors’s CapForce IBD 50 ETF FFTY Stock Holding History

River Wealth Advisors’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
-100
Closed -$3K – 257
2018
Q4 		$3K Hold
100
– – ﹤0.01% 495
2018
Q3 		$4K Buy
+100
New +$3.68K ﹤0.01% 509

Other funds holding FFTY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

River Wealth Advisors's FFTY Position: Q1 2019 in Review

River Wealth Advisors sold out of CapForce IBD 50 ETF (FFTY) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

River Wealth Advisors first reported a position in FFTY in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 86 funds tracked by Wall St. Rank hold FFTY as of Q1 2019.

  • River Wealth Advisors reported no remaining CapForce IBD 50 ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 100 CapForce IBD 50 ETF shares in Q1 2019, an estimated $3K.
  • River Wealth Advisors first reported a position in CapForce IBD 50 ETF in Q3 2018 and held it in 2 quarters.
  • River Wealth Advisors's CapForce IBD 50 ETF position peaked at $4K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.