RIM
FFTY icon

Rockbridge Investment Management’s CapForce IBD 50 ETF FFTY Stock Holding History

Rockbridge Investment 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
2022
Q1 		– Sell
-1,176
Closed -$54K – 823
2021
Q4 		$54K Buy
+1,176
New +$56.1K 0.01% 332

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockbridge Investment Management's FFTY Position: Q1 2022 in Review

Rockbridge Investment Management sold out of CapForce IBD 50 ETF (FFTY) in Q1 2022, closing a stake of 1,176 shares — an estimated $54K sold.

Rockbridge Investment Management first reported a position in FFTY in Q4 2021 and held it in 1 quarter. The position peaked at $54K in Q4 2021. 70 funds tracked by Wall St. Rank hold FFTY as of Q1 2022.

  • Rockbridge Investment Management reported no remaining CapForce IBD 50 ETF position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,176 CapForce IBD 50 ETF shares in Q1 2022, an estimated $54K.
  • Rockbridge Investment Management first reported a position in CapForce IBD 50 ETF in Q4 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's CapForce IBD 50 ETF position peaked at $54K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.