Steward Partners Investment Advisory’s CapForce IBD 50 ETF FFTY Stock Holding History

Steward Partners Investment Advisory’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
2023 Q3	–	Sell	-200	Closed	-$5.12K	–	3403
2023 Q2	$5.12K	Buy	+200	New	+$4.74K	﹤0.01%	2779
2021 Q2	–	Sell	-500	Closed	-$21.9K	–	7193
2021 Q1	$21.9K	Buy	+500	New	+$22.7K	﹤0.01%	2429
2020 Q2	–	Sell	-70	Closed	-$1K	–	2687
2020 Q1	$1K	Hold	70	–	–	﹤0.01%	2375
2019 Q4	$2K	Sell	70 -75	-52%	-$2.54K	﹤0.01%	2425
2019 Q3	$4K	Sell	145 -236	-62%	-$8.07K	﹤0.01%	2290
2019 Q2	$13K	Buy	+381	New	+$12.8K	﹤0.01%	1870
2018 Q4	–	Sell	-381	Closed	-$15K	–	1231
2018 Q3	$15K	Hold	381	–	–	﹤0.01%	1689
2018 Q2	$13K	Buy	+381	New	+$13.3K	﹤0.01%	1646

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

CPIG

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Steward Partners Investment Advisory's FFTY Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of CapForce IBD 50 ETF (FFTY) in Q3 2023, closing a stake of 200 shares — an estimated $5.12K sold.

Steward Partners Investment Advisory first reported a position in FFTY in Q2 2018 and held it in 8 quarters. The position peaked at $21.9K in Q1 2021. 40 funds tracked by Wall St. Rank hold FFTY as of Q3 2023.

Steward Partners Investment Advisory reported no remaining CapForce IBD 50 ETF position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 CapForce IBD 50 ETF shares in Q3 2023, an estimated $5.12K.
Steward Partners Investment Advisory first reported a position in CapForce IBD 50 ETF in Q2 2018 and held it in 8 quarters.
Steward Partners Investment Advisory's CapForce IBD 50 ETF position peaked at $21.9K in Q1 2021.
40 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.