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

Selective 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
2022 Q4	–	Sell	-1,880	Closed	-$46K	–	324
2022 Q3	$46K	Sell	1,880 -700	-27%	-$19.4K	0.02%	308
2022 Q2	$69K	Sell	2,580 -1,040	-29%	-$33.4K	0.02%	268
2022 Q1	$142K	Sell	3,620 -2,300	-39%	-$89.2K	0.05%	168
2021 Q4	$271K	Buy	5,920 +600	+11%	+$28.6K	0.11%	94
2021 Q3	$252K	Buy	5,320 +1,940	+57%	+$90.6K	0.13%	83
2021 Q2	$157K	Buy	+3,380	New	+$153K	0.13%	86

Other funds holding FFTY

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Selective Wealth Management's FFTY Position: Q4 2022 in Review

Selective Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q4 2022, closing a stake of 1,880 shares — an estimated $46K sold.

Selective Wealth Management first reported a position in FFTY in Q2 2021 and held it in 6 quarters. The position peaked at $271K in Q4 2021. 49 funds tracked by Wall St. Rank hold FFTY as of Q4 2022.

Selective Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,880 CapForce IBD 50 ETF shares in Q4 2022, an estimated $46K.
Selective Wealth Management first reported a position in CapForce IBD 50 ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's CapForce IBD 50 ETF position peaked at $271K in Q4 2021.
49 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.