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Sterling Investment Advisors (Pennsylvania)’s CapForce IBD 50 ETF FFTY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-1,200
Closed -$32K – 248
2022
Q2 		$32K Sell
1,200
-1,400
-54% -$45K 0.01% 276
2022
Q1 		$102K Hold
2,600
– – 0.03% 192
2021
Q4 		$119K Hold
2,600
– – 0.03% 177
2021
Q3 		$123K Hold
2,600
– – 0.04% 177
2021
Q2 		$121K Hold
2,600
– – 0.04% 181
2021
Q1 		$114K Hold
2,600
– – 0.04% 176
2020
Q4 		$107K Sell
2,600
-800
-24% -$31.2K 0.04% 171
2020
Q3 		$127K Sell
3,400
-1,700
-33% -$62.7K 0.05% 149
2020
Q2 		$175K Hold
5,100
– – 0.07% 130
2020
Q1 		$142K Sell
5,100
-700
-12% -$23.3K 0.08% 126
2019
Q4 		$201K Hold
5,800
– – 0.09% 113
2019
Q3 		$187K Sell
5,800
-1,400
-19% -$47.9K 0.1% 113
2019
Q2 		$247K Sell
7,200
-2,000
-22% -$67.4K 0.13% 99
2019
Q1 		$308K Hold
9,200
– – 0.16% 97
2018
Q4 		$254K Sell
9,200
-200
-2% -$6.2K 0.15% 98
2018
Q3 		$361K Buy
9,400
+1,000
+12% +$36.8K 0.19% 88
2018
Q2 		$294K Sell
8,400
-1,900
-18% -$66.2K 0.17% 93
2018
Q1 		$343K Buy
10,300
+4,800
+87% +$163K 0.21% 87
2017
Q4 		$182K Buy
+5,500
New +$183K 0.11% 113

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FFTY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of CapForce IBD 50 ETF (FFTY) in Q3 2022, closing a stake of 1,200 shares — an estimated $32K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FFTY in Q4 2017 and held it in 19 quarters. The position peaked at $361K in Q3 2018. 50 funds tracked by Wall St. Rank hold FFTY as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining CapForce IBD 50 ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,200 CapForce IBD 50 ETF shares in Q3 2022, an estimated $32K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in CapForce IBD 50 ETF in Q4 2017 and held it in 19 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s CapForce IBD 50 ETF position peaked at $361K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.