Financial Advocates Investment Management Reduced Holdings in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.84K
- 1.66%
$51.0 - $52.05 $93.9K - $95.9K
109K $5.67M
OLN
Olin Corp

Basic Materials
-3
- 0.06%
$40.38 - $50.21 $121 - $151
5.18K $248K
FTA
First Tr Large Cap Value

ETFs
-293
- 5.98%
$72.76 - $79.13 $21.3K - $23.2K
4.61K $364K
RSG
Republic Services, Inc.

Industrials
-12
- 1.01%
$189.34 - $208.21 $2.27K - $2.5K
1.18K $236K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-242
- 1.77%
$17.35 - $18.22 $4.2K - $4.41K
13.4K $242K
KMX
Carmax Inc

Consumer Cyclical
-131
- 3.32%
$71.21 - $85.78 $9.33K - $11.2K
3.82K $295K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-398
- 1.94%
$23.25 - $24.3 $9.25K - $9.67K
20.2K $485K
IBN
Icici Bank LTD

Financial Services
-203
- 1.68%
$27.58 - $31.38 $5.6K - $6.37K
11.8K $353K
IGF
Ishares Global Infrastructure

ETFs
-553
- 9.95%
$47.97 - $54.56 $26.5K - $30.2K
5K $272K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-813
- 5.25%
$33.62 - $38.33 $27.3K - $31.2K
14.7K $552K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-44
- 0.55%
$51.45 - $52.96 $2.26K - $2.33K
7.98K $421K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-1.42K
- 3.73%
$10.32 - $11.27 $14.7K - $16K
36.6K $412K
QS
Quantum Scape Corp

Consumer Cyclical
-66
- 0.56%
$4.83 - $9.14 $319 - $603
11.8K $67K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-228
- 1.71%
$26.01 - $27.41 $5.93K - $6.25K
13.1K $357K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.01K
- 6.57%
$37.68 - $42.0 $38.2K - $42.5K
14.4K $598K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-395
- 3.42%
$26.69 - $29.87 $10.5K - $11.8K
11.2K $324K
MAR
Marriott International Inc

Consumer Cyclical
-22
- 0.88%
$211.35 - $255.11 $4.65K - $5.61K
2.49K $617K
ETN
Eaton Corp PLC

Industrials
-78
- 3.68%
$272.52 - $333.02 $21.3K - $26K
2.04K $676K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-354
- 1.3%
$25.38 - $26.27 $8.98K - $9.3K
26.8K $703K
VONG
Vanguard Russell 1000 Growth E

ETFs
-195
- 1.6%
$85.48 - $98.39 $16.7K - $19.2K
12K $1.15M
BKH
Black Hills Corp

Utilities
-350
- 6.76%
$53.42 - $61.53 $18.7K - $21.5K
4.83K $295K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.2K
- 12.51%
$82.97 - $98.97 $99.3K - $118K
8.37K $815K
DVYE
Ishares Emerging Markets Divid

ETFs
-421
- 2.37%
$25.71 - $29.05 $10.8K - $12.2K
17.3K $497K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-273
- 1.65%
$39.37 - $41.68 $10.7K - $11.4K
16.3K $674K
EXTR
Extreme Networks Inc

Technology
-25
- 0.25%
$12.62 - $15.79 $316 - $395
10.2K $152K
BCE
Bce Inc

Communication Services
-27
- 0.38%
$31.33 - $36.08 $846 - $974
7.1K $246K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-11.4K
- 6.58%
$8.03 - $9.1 $91.5K - $104K
162K $1.47M
NEAR
Blackrock Short Maturity Bond

ETFs
-597
- 1.14%
$50.09 - $51.31 $29.9K - $30.6K
51.8K $2.65M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-399
- 5.32%
$33.27 - $39.84 $13.3K - $15.9K
7.11K $278K
IWV
Ishares Russell 3000 ETF

ETFs
-15
- 1.09%
$294.75 - $326.73 $4.42K - $4.9K
1.36K $443K
AMCR
Amcor PLC

Consumer Cyclical
-1.4K
- 5.96%
$9.5 - $11.44 $13.3K - $16K
22.1K $250K
MKC
Mccormick & CO Inc

Consumer Defensive
-181
- 5.68%
$69.44 - $84.76 $12.6K - $15.3K
3.01K $247K
NFG
National Fuel Gas CO

Energy
-78
- 1.87%
$54.14 - $61.22 $4.22K - $4.78K
4.1K $248K
TOST
Toast, Inc.

Technology
-500
- 3.54%
$22.71 - $28.31 $11.4K - $14.2K
13.6K $386K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-417
- 2.68%
$37.98 - $41.19 $15.8K - $17.2K
15.2K $624K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-101
- 0.82%
$22.11 - $24.64 $2.23K - $2.49K
12.2K $297K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20
- 0.15%
$98.99 - $101.51 $1.98K - $2.03K
13.8K $1.39M
IOO
Ishares Tr Global 100 ETF

ETFs
-77
- 0.66%
$89.63 - $100.83 $6.9K - $7.76K
11.6K $1.15M
STE
Steris PLC

Healthcare
-44
- 2.82%
$213.51 - $247.14 $9.39K - $10.9K
1.52K $368K
SYY
Sysco Corp

Consumer Defensive
-354
- 4.47%
$69.16 - $78.98 $24.5K - $28K
7.57K $590K
FBT
First Trust Nyse Arca Biotechn

ETFs
-18
- 1.13%
$152.39 - $172.91 $2.74K - $3.11K
1.57K $270K
GTO
Invesco Actively Managed ETF T

ETFs
-1.04K
- 2.64%
$46.22 - $48.77 $48.3K - $50.9K
38.5K $1.86M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-297
- 2.36%
$59.93 - $66.52 $17.8K - $19.8K
12.3K $816K
RVT
Royce Value Trust, Inc.

Financial Services
-3.97K
- 5.59%
$14.28 - $16.01 $56.6K - $63.5K
67K $1.05M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.47K
- 14.18%
$27.14 - $35.2 $40K - $51.8K
8.92K $312K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
-1.37K
- 6.78%
$41.0 - $48.78 $56.1K - $66.7K
18.8K $893K
DUK
Duke Energy Corp

Utilities
-720
- 9.79%
$99.35 - $117.71 $71.5K - $84.8K
6.63K $764K
S
Sentinel One, Inc.

Technology
-169
- 1.54%
$19.76 - $25.26 $3.34K - $4.27K
10.8K $258K
FYC
First Trust Small Cap Growth A

ETFs
-16
- 0.44%
$65.44 - $74.98 $1.05K - $1.2K
3.6K $267K
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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email