Financial Advocates Investment Management Purchases in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MARA
Marathon Digital Holdings, Inc.

Financial Services
700
+ 5.18%
$22.56 - $22.56 $15.8K - $15.8K
14.2K $320K
JKHY
Henry Jack & Associates Inc

Technology
161
+ 7.27%
$160.87 - $177.06 $25.9K - $28.5K
2.38K $419K
MAA
Mid America Apartment Communities Inc.

Real Estate
93
+ 4.2%
$138.8 - $166.65 $12.9K - $15.5K
2.31K $366K
CYBR
Cyber Ark Software Ltd.

Technology
92
+ 7.01%
$241.52 - $291.61 $22.2K - $26.8K
1.4K $409K
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$158.43 - $192.86 $158 - $193
1.69K $320K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
334
+ 10.26%
$77.02 - $85.06 $25.7K - $28.4K
3.59K $303K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
399
+ 0.41%
$8.04 - $8.65 $3.21K - $3.45K
96.8K $837K
ROAM
Hartford Multifactor Emerging

ETFs
243
+ 0.77%
$22.74 - $25.87 $5.53K - $6.29K
31.9K $814K
HYLS
First Tr Tactical High Yield L

ETFs
448
+ 1.94%
$40.54 - $42.23 $18.2K - $18.9K
23.5K $985K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
62
+ 0.5%
$39.98 - $43.99 $2.48K - $2.73K
12.4K $546K
HSY
Hershey CO

Consumer Defensive
147
+ 7.43%
$182.45 - $203.25 $26.8K - $29.9K
2.13K $407K
SCCO
Southern Copper Corp

Basic Materials
127
+ 3.45%
$94.1 - $120.43 $12K - $15.3K
3.81K $440K
FSK
Fs Kkr Capital Corp

Financial Services
2.22K
+ 21.93%
$18.74 - $20.43 $41.7K - $45.4K
12.4K $244K
CHY
Calamos Convertible & High Income Fund

Financial Services
2.29K
+ 10.48%
$11.13 - $12.01 $25.5K - $27.5K
24.2K $288K
CGGO
Capital Group Global Growth Eq

ETFs
467
+ 1.08%
$27.25 - $30.52 $12.7K - $14.3K
43.6K $1.31M
SOUN
Soundhound Ai, Inc.

Technology
2.75K
+ 6.26%
$3.89 - $6.2 $10.7K - $17.1K
46.7K $217K
MET
Metlife Inc

Financial Services
13
+ 0.39%
$67.96 - $82.48 $883 - $1.07K
3.37K $278K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13
+ 0.18%
$71.86 - $78.56 $934 - $1.02K
7.29K $572K
EXPI
Exp World Holdings, Inc.

Real Estate
1K
+ 9.63%
$10.51 - $14.73 $10.5K - $14.7K
11.4K $160K
CATH
Global X Fds Global X S&P 500

ETFs
441
+ 13.53%
$62.26 - $69.39 $27.5K - $30.6K
3.7K $256K
DAL
Delta Air Lines, Inc.

Industrials
25
+ 0.21%
$37.32 - $51.8 $933 - $1.3K
11.8K $599K
ANET
Arista Networks, Inc.

Technology
42
+ 5.55%
$311.42 - $388.21 $13.1K - $16.3K
799 $306K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
109
+ 2.28%
$71.9 - $79.86 $7.84K - $8.7K
4.88K $388K
IDXX
Idexx Laboratories Inc

Healthcare
53
+ 7.26%
$455.08 - $517.19 $24.1K - $27.4K
783 $395K
KMI
Kinder Morgan, Inc.

Energy
17
+ 0.09%
$19.72 - $22.22 $335 - $378
17.9K $395K
DOV
Dover Corp

Industrials
9
+ 0.27%
$172.5 - $193.03 $1.55K - $1.74K
3.3K $632K
FXO
First Tr Exchange Traded Fd Fi

ETFs
53
+ 0.76%
$45.78 - $51.72 $2.43K - $2.74K
7.07K $361K
MGC
Vanguard Mega Cap ETF

ETFs
118
+ 9.06%
$185.93 - $206.64 $21.9K - $24.4K
1.42K $293K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.3K
+ 5.4%
$18.35 - $19.01 $23.8K - $24.6K
25.3K $479K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
180
+ 2.35%
$32.77 - $38.87 $5.9K - $7K
7.85K $293K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
89
+ 0.79%
$28.91 - $32.54 $2.57K - $2.9K
11.4K $368K
AOS
Smith A O Corp

Industrials
68
+ 1.88%
$76.95 - $91.98 $5.23K - $6.25K
3.69K $331K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
632
+ 14.22%
$50.61 - $50.96 $32K - $32.2K
5.08K $258K
AME
Ametek Inc

Industrials
122
+ 5.92%
$152.74 - $176.01 $18.6K - $21.5K
2.18K $374K
HBAN
Huntington Bancshares Inc

Financial Services
371
+ 2.29%
$12.84 - $15.15 $4.76K - $5.62K
16.6K $243K
FAST
Fastenal CO

Industrials
11
+ 0.32%
$62.09 - $71.83 $683 - $790
3.44K $245K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
2.38K
+ 10.37%
$10.91 - $12.02 $25.9K - $28.6K
25.3K $295K
FINX
Global X Fds Fintech ETF (De)

ETFs
115
+ 1.31%
$24.05 - $28.25 $2.77K - $3.25K
8.92K $250K
VONV
Vanguard Russell 1000 Value Et

ETFs
41
+ 1.09%
$76.07 - $83.33 $3.12K - $3.42K
3.81K $317K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
20.8K
New
$1.28 - $2.37 $26.6K - $49.3K
20.8K $28K
CHD
Church & Dwight CO Inc

Consumer Defensive
246
+ 10.62%
$98.01 - $106.59 $24.1K - $26.2K
2.56K $268K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
495
+ 4.0%
$28.11 - $29.42 $13.9K - $14.6K
12.9K $378K
BP
Bp PLC

Energy
1.97K
+ 27.28%
$30.78 - $37.05 $60.7K - $73K
9.2K $288K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
492
+ 0.89%
$8.72 - $9.6 $4.29K - $4.72K
55.7K $534K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
121
+ 2.14%
$37.61 - $41.72 $4.55K - $5.05K
5.77K $240K
ARCC
Ares Capital Corp

Financial Services
1.2K
+ 6.95%
$19.8 - $21.28 $23.8K - $25.5K
18.5K $386K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19
+ 0.13%
$44.9 - $47.55 $853 - $903
14.7K $695K
RODM
Hartford Multifactor Developed

ETFs
124
+ 1.51%
$27.35 - $30.82 $3.39K - $3.82K
8.32K $253K
FTDS
First Trust Dividend Strength

ETFs
100
+ 1.59%
$47.93 - $52.41 $4.79K - $5.24K
6.39K $332K
Activity Summary
Buys All Purchases 442 New Holdings 63 Increased Positions 379 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 4 Puts 6
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