Toth Financial Advisory’s CapForce IBD 50 ETF FFTY Stock Holding History

Toth Financial 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
2024 Q1	–	Sell	-2,000	Closed	-$48.7K	–	737
2023 Q4	$48.7K	Hold	2,000	–	–	0.01%	301
2023 Q3	$44.8K	Hold	2,000	–	–	0.01%	286
2023 Q2	$51.2K	Hold	2,000	–	–	0.01%	268
2023 Q1	$47.3K	Hold	2,000	–	–	0.01%	280
2022 Q4	$43.6K	Hold	2,000	–	–	0.01%	290
2022 Q3	$49K	Hold	2,000	–	–	0.01%	275
2022 Q2	$54K	Hold	2,000	–	–	0.01%	261
2022 Q1	$78K	Hold	2,000	–	–	0.01%	248
2021 Q4	$92K	Hold	2,000	–	–	0.01%	241
2021 Q3	$95K	Hold	2,000	–	–	0.01%	246
2021 Q2	$93K	Hold	2,000	–	–	0.01%	225
2021 Q1	$88K	Hold	2,000	–	–	0.01%	239
2020 Q4	$82K	Hold	2,000	–	–	0.01%	227
2020 Q3	$75K	Buy	+2,000	New	+$73.7K	0.01%	220

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $51.4B AUM 31.07% 1-Year Est. Return

Toth Financial Advisory's FFTY Position: Q1 2024 in Review

Toth Financial Advisory sold out of CapForce IBD 50 ETF (FFTY) in Q1 2024, closing a stake of 2,000 shares — an estimated $48.7K sold.

Toth Financial Advisory first reported a position in FFTY in Q3 2020 and held it in 14 quarters. The position peaked at $95K in Q3 2021. 40 funds tracked by Wall St. Rank hold FFTY as of Q1 2024.

Toth Financial Advisory reported no remaining CapForce IBD 50 ETF position as of Q1 2024 after selling out during the quarter.
Toth Financial Advisory sold 2,000 CapForce IBD 50 ETF shares in Q1 2024, an estimated $48.7K.
Toth Financial Advisory first reported a position in CapForce IBD 50 ETF in Q3 2020 and held it in 14 quarters.
Toth Financial Advisory's CapForce IBD 50 ETF position peaked at $95K in Q3 2021.
40 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.