Washington Trust’s CapForce IBD 50 ETF FFTY Stock Holding History

Washington Trust’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 Q1	–	Sell	-975	Closed	-$21.3K	–	967
2022 Q4	$21.3K	Hold	975	–	–	﹤0.01%	543
2022 Q3	$24K	Hold	975	–	–	﹤0.01%	518
2022 Q2	$26K	Hold	975	–	–	﹤0.01%	504
2022 Q1	$38K	Hold	975	–	–	﹤0.01%	471
2021 Q4	$45K	Hold	975	–	–	﹤0.01%	455
2021 Q3	$46K	Hold	975	–	–	﹤0.01%	538
2021 Q2	$45K	Hold	975	–	–	﹤0.01%	547
2021 Q1	$43K	Hold	975	–	–	﹤0.01%	534
2020 Q4	$40K	Hold	975	–	–	﹤0.01%	533
2020 Q3	$36K	Hold	975	–	–	﹤0.01%	506
2020 Q2	$33K	Hold	975	–	–	﹤0.01%	465
2020 Q1	$27K	Buy	+975	New	+$32.5K	﹤0.01%	490

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

IWM

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

TDC

Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

Washington Trust's FFTY Position: Q1 2023 in Review

Washington Trust sold out of CapForce IBD 50 ETF (FFTY) in Q1 2023, closing a stake of 975 shares — an estimated $21.3K sold.

Washington Trust first reported a position in FFTY in Q1 2020 and held it in 12 quarters. The position peaked at $46K in Q3 2021. 47 funds tracked by Wall St. Rank hold FFTY as of Q1 2023.

Washington Trust reported no remaining CapForce IBD 50 ETF position as of Q1 2023 after selling out during the quarter.
Washington Trust sold 975 CapForce IBD 50 ETF shares in Q1 2023, an estimated $21.3K.
Washington Trust first reported a position in CapForce IBD 50 ETF in Q1 2020 and held it in 12 quarters.
Washington Trust's CapForce IBD 50 ETF position peaked at $46K in Q3 2021.
47 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q1 2023.

Based on Washington Trust's 13F filing for Q1 2023, filed 4 May 2023.