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Sowell Financial Services’s CapForce IBD 50 ETF FFTY Stock Holding History

Sowell Financial Services’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
2024
Q1 		– Sell
-72,696
Closed -$1.78M – 554
2023
Q4 		$1.78M Buy
+72,696
New +$1.65M 0.1% 233
2023
Q3 		– Sell
-88,483
Closed -$2.26M – 535
2023
Q2 		$2.26M Buy
88,483
+31,174
+54% +$738K 0.13% 187
2023
Q1 		$1.35M Sell
57,309
-3,342
-6% -$76.8K 0.1% 238
2022
Q4 		$1.36M Buy
60,651
+13,950
+30% +$344K 0.09% 255
2022
Q3 		$1.14M Buy
46,701
+18,860
+68% +$522K 0.12% 225
2022
Q2 		$748K Buy
+27,841
New +$895K 0.07% 185
2022
Q1 		– Sell
-35,949
Closed -$1.65M – 267
2021
Q4 		$1.65M Buy
+35,949
New +$1.72M 0.09% 239
2021
Q2 		– Sell
-2,851
Closed -$128K – 1257
2021
Q1 		$128K Sell
2,851
-20,117
-88% -$913K ﹤0.01% 1264
2020
Q4 		$943K Buy
22,968
+20,168
+720% +$787K 0.04% 341
2020
Q3 		$104K Sell
2,800
-46,052
-94% -$1.7M 0.01% 960
2020
Q2 		$1.68M Buy
48,852
+20,938
+75% +$650K 0.09% 198
2020
Q1 		$781K Buy
27,914
+27,114
+3,389% +$903K 0.06% 293
2019
Q4 		$28K Sell
800
-1,000
-56% -$33.8K ﹤0.01% 1321
2019
Q3 		$58K Buy
+1,800
New +$61.5K ﹤0.01% 962
2019
Q1 		$572K Buy
+17,050
New +$537K 0.06% 294

Other funds holding FFTY

IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sowell Financial Services's FFTY Position: Q1 2024 in Review

Sowell Financial Services sold out of CapForce IBD 50 ETF (FFTY) in Q1 2024, closing a stake of 72,696 shares — an estimated $1.78M sold.

Sowell Financial Services first reported a position in FFTY in Q1 2019 and held it in 15 quarters. The position peaked at $2.26M in Q2 2023. 40 funds tracked by Wall St. Rank hold FFTY as of Q1 2024.

  • Sowell Financial Services reported no remaining CapForce IBD 50 ETF position as of Q1 2024 after selling out during the quarter.
  • Sowell Financial Services sold 72,696 CapForce IBD 50 ETF shares in Q1 2024, an estimated $1.78M.
  • Sowell Financial Services first reported a position in CapForce IBD 50 ETF in Q1 2019 and held it in 15 quarters.
  • Sowell Financial Services's CapForce IBD 50 ETF position peaked at $2.26M in Q2 2023.
  • 40 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.