Financial Advocates Investment Management Reduced Holdings in Q1 2025

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
-1.78K
- 23.27%
$51.67 - $58.49 $91.8K - $104K
5.86K $339K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.72K
- 3.33%
$50.4 - $50.89 $86.4K - $87.3K
49.8K $2.54M
FTC
First Tr Lge Cap Growth

ETFs
-337
- 9.12%
$127.87 - $148.89 $43.1K - $50.2K
3.36K $441K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-5.87K
- 4.11%
$27.64 - $28.58 $162K - $168K
137K $3.92M
TWLO
Twilio Inc

Communication Services
-317
- 9.17%
$94.9 - $148.35 $30.1K - $47K
3.14K $307K
HYLS
First Tr Tactical High Yield L

ETFs
-1.41K
- 6.06%
$40.95 - $41.77 $57.7K - $58.9K
21.9K $897K
ITA
Ishares Tr

ETFs
-1.51K
- 7.0%
$144.84 - $159.5 $218K - $241K
20K $3.07M
CHY
Calamos Convertible & High Income Fund

Financial Services
-1.22K
- 4.84%
$10.1 - $12.0 $12.3K - $14.6K
23.9K $241K
FTLS
First Tr Long/Short Equity ETF

ETFs
-605
- 4.93%
$63.42 - $68.17 $38.4K - $41.2K
11.7K $747K
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 0.41%
$222.66 - $268.42 $3.79K - $4.56K
4.17K $973K
MU
Micron Technology Inc

Technology
-855
- 13.65%
$86.89 - $109.38 $74.3K - $93.5K
5.41K $469K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.03K
- 16.17%
$29.72 - $31.94 $60.4K - $64.9K
10.5K $325K
DXCM
Dexcom Inc

Healthcare
-6
- 0.1%
$67.74 - $90.75 $406 - $545
6.11K $417K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-512
- 3.58%
$78.0 - $84.37 $39.9K - $43.2K
13.8K $1.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.28K
- 17.75%
$23.32 - $23.84 $53.2K - $54.4K
10.6K $247K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.45K
- 25.75%
$47.39 - $54.26 $68.5K - $78.5K
4.17K $216K
TOST
Toast, Inc.

Technology
-265
- 2.02%
$32.61 - $41.98 $8.64K - $11.1K
12.8K $425K
AMGN
Amgen Inc

Healthcare
-1.82K
- 17.96%
$258.59 - $327.36 $470K - $594K
8.3K $2.58M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-540
- 6.51%
$32.96 - $44.43 $17.8K - $24K
7.75K $257K
SYY
Sysco Corp

Consumer Defensive
-516
- 6.87%
$70.0 - $77.13 $36.1K - $39.8K
7K $525K
CVX
Chevron Corp

Energy
-4.78K
- 14.3%
$146.71 - $167.97 $701K - $803K
28.6K $4.79M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.37K
- 5.38%
$25.12 - $26.05 $34.3K - $35.6K
24K $605K
UL
Unilever PLC

Consumer Defensive
-1.01K
- 18.3%
$54.72 - $60.29 $55.4K - $61.1K
4.52K $269K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.45K
- 8.16%
$68.32 - $75.06 $167K - $184K
27.5K $2.06M
FDN
First Tr Fd Dow Jones

ETFs
-85
- 8.18%
$221.38 - $266.86 $18.8K - $22.7K
954 $211K
TRP
Tc Energy Corp

Energy
-959
- 15.12%
$44.29 - $49.27 $42.5K - $47.2K
5.39K $254K
IWS
Ishares Russell Midcap Value E

ETFs
-235
- 7.47%
$122.59 - $135.24 $28.8K - $31.8K
2.91K $366K
IWR
Ishares Russell Mid Cap ETF

ETFs
-230
- 3.8%
$82.81 - $92.93 $19K - $21.4K
5.82K $494K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-55
- 3.23%
$168.84 - $202.89 $9.29K - $11.2K
1.65K $289K
TTC
Toro CO

Industrials
-93
- 2.15%
$71.86 - $87.28 $6.68K - $8.12K
4.24K $308K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-62
- 0.76%
$28.52 - $33.83 $1.77K - $2.1K
8.08K $230K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-226
- 2.25%
$37.78 - $43.82 $8.54K - $9.9K
9.84K $388K
BOTZ
Global X Fds

ETFs
-276
- 3.28%
$28.46 - $34.53 $7.85K - $9.53K
8.13K $231K
HDGE
Advisorshares Tr Ranger Equity

ETFs
-3.23K
- 22.6%
$15.47 - $17.82 $49.9K - $57.5K
11.1K $196K
WMB
Williams Companies, Inc.

Energy
-1.65K
- 15.18%
$54.02 - $61.09 $89K - $101K
9.21K $550K
GBIL
Goldman Sachs Access Treasury

ETFs
-496
- 0.98%
$99.85 - $100.19 $49.5K - $49.7K
50.3K $5.04M
TTE
Total Energies Se

Energy
-497
- 7.25%
N/A
6.36K $436K
FTA
First Tr Large Cap Value

ETFs
-452
- 10.08%
$74.42 - $80.34 $33.6K - $36.3K
4.03K $309K
IGM
Ishares Expanded Tech Sector E

ETFs
-10
- 0.35%
$90.67 - $108.46 $907 - $1.08K
2.82K $256K
ARCC
Ares Capital Corp

Financial Services
-1.7K
- 8.13%
$21.28 - $23.81 $36.2K - $40.5K
19.2K $425K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-639
- 24.76%
$132.75 - $177.12 $84.8K - $113K
1.94K $296K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-600
- 10.2%
$50.48 - $51.04 $30.3K - $30.6K
5.28K $267K
VGSH
Vanguard

ETFs
-673
- 4.5%
$58.07 - $58.69 $39.1K - $39.5K
14.3K $838K
FIW
First Trust Water ETF

ETFs
-240
- 7.39%
$99.48 - $106.74 $23.9K - $25.6K
3.01K $302K
EXPI
Exp World Holdings, Inc.

Real Estate
-900
- 8.12%
$9.38 - $11.76 $8.44K - $10.6K
10.2K $99K
MET
Metlife Inc

Financial Services
-278
- 8.01%
$77.7 - $87.0 $21.6K - $24.2K
3.19K $256K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-524
- 8.63%
$51.26 - $52.53 $26.9K - $27.5K
5.55K $286K
TIP
Ishares Tr Tips Bd ETF

ETFs
-894
- 5.57%
$106.22 - $111.09 $95K - $99.3K
15.2K $1.68M
WELL
Welltower Inc.

Real Estate
-713
- 23.52%
$124.05 - $156.86 $88.4K - $112K
2.32K $355K
Activity Summary
Buys All Purchases 322 New Holdings 48 Increased Positions 274 Sells All Sells 358 Reductions 358 Sold out 0 Options Calls 5 Puts 6
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