Financial Advocates Investment Management ETFs

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGU Ishares Trust Ishares Esg Awar	$0	$408,000 0.03% of portfolio	3,351	Q1 2025 Reduced 62.55%
EPI Wisdomtree Tr India Earnings F	$0	$403,000 0.03% of portfolio	9,242	Q1 2025 Added 13.86%
IWP Ishares Russell Mid Cap Growth	$0	$400,000 0.03% of portfolio	3,407	Q1 2025 Reduced 12.17%
FXO First Tr Exchange Traded Fd Fi	$0	$392,000 0.03% of portfolio	7,405	Q1 2025 Reduced 2.1%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$392,000 0.03% of portfolio	10,356	Q1 2025 Reduced 7.58%
XSHQ Invesco ETF Tr Ii S&P Smallcap	$0	$388,000 0.03% of portfolio	9,839	Q1 2025 Reduced 2.25%
LDUR Pimco Enhanced Low Duration Ac	$0	$383,000 0.03% of portfolio	4,000	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$382,000 0.03% of portfolio	19,322	Q1 2025 Reduced 4.54%
PKW Invesco Exchange Traded Fd Tr	$0	$370,000 0.03% of portfolio	3,290	Q4 2024 Reduced 17.73%
IWS Ishares Russell Midcap Value E	$0	$366,000 0.03% of portfolio	2,909	Q1 2025 Reduced 7.47%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$350,000 0.03% of portfolio	7,372	Q1 2025 Added 29.13%
SNSR Global X Fds Internet Of Thing	$0	$347,000 0.03% of portfolio	10,554	Q3 2024 Added 0.01%
SCHB Schwab Strategic Tr Us Broad M	$0	$346,000 0.03% of portfolio	16,090	Q1 2025 Reduced 44.89%
GSY Invesco Actively Mngd ETF Tr U	$0	$337,000 0.02% of portfolio	6,728	Q4 2024 Reduced 3.4%
PBTP Invesco ETF Tr Ii Purebeta 0 5	$0	$335,000 0.02% of portfolio	12,911	Q1 2025 Reduced 5.66%
HEFA Ishares Currency Hedged Msci E	$0	$333,000 0.02% of portfolio	9,180	Q1 2025 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$325,000 0.02% of portfolio	10,535	Q1 2025 Reduced 16.17%
WWJD Northern Lts Fd Tr Iv Inspire	$0	$320,000 0.02% of portfolio	10,420	Q4 2024 Reduced 8.56%
FTDS First Trust Dividend Strength	$0	$319,000 0.02% of portfolio	6,277	Q1 2025 Reduced 0.24%
PSI Invesco Exchange Traded Fd Tr	$0	$315,000 0.02% of portfolio	6,660	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$311,000 0.02% of portfolio	6,563	Q1 2025 Reduced 4.41%
FTA First Tr Large Cap Value	$0	$309,000 0.02% of portfolio	4,030	Q1 2025 Reduced 10.08%
SCHD Schwab Strategic Tr Us Dividen	$0	$309,000 0.02% of portfolio	11,054	Q1 2025 Reduced 26.0%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$305,000 0.02% of portfolio	3,767	Q1 2025 Added 1.84%
FIW First Trust Water ETF	$0	$302,000 0.02% of portfolio	3,008	Q1 2025 Reduced 7.39%
PDP Invesco Exchange Traded Fd Tr	$0	$299,000 0.02% of portfolio	3,000	Q4 2023 New
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$289,000 0.02% of portfolio	4,075	Q1 2025 Reduced 65.55%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$286,000 0.02% of portfolio	5,551	Q1 2025 Reduced 8.63%
ICVT Ishares Tr Convertible Bond Et	$0	$284,000 0.02% of portfolio	3,399	Q1 2025 Added 1.07%
IBB Ishares Biotechnology ETF	$0	$279,000 0.02% of portfolio	2,188	Q1 2025 Reduced 77.99%
FYC First Trust Small Cap Growth A	$0	$272,000 0.02% of portfolio	3,968	Q1 2025 Added 11.71%
XAR Spdr S&P Aerospace & Defense E	$0	$270,000 0.02% of portfolio	1,683	Q1 2025 Reduced 83.53%
JAAA Janus Detroit Str Tr Janus Hen	$0	$267,000 0.02% of portfolio	5,282	Q1 2025 Reduced 10.2%
IFRA Ishares Tr	$0	$267,000 0.02% of portfolio	5,928	Q1 2025 New
CATH Global X Fds Global X S&P 500	$0	$261,000 0.02% of portfolio	3,879	Q1 2025 Reduced 0.74%
IWO Ishares Russell 2000 Gwt ETF	$0	$261,000 0.02% of portfolio	1,024	Q1 2025 Reduced 47.7%
VOE Vanguard Mid Cap Value Index F	$0	$259,000 0.02% of portfolio	1,615	Q1 2025 Reduced 80.38%
ARKF Ark ETF Tr Fintech Innovation	$0	$257,000 0.02% of portfolio	7,753	Q1 2025 Reduced 6.51%
IGM Ishares Expanded Tech Sector E	$0	$256,000 0.02% of portfolio	2,824	Q1 2025 Reduced 0.35%
FINX Global X Fds Fintech ETF (De)	$0	$250,000 0.02% of portfolio	9,097	Q1 2025 Added 2.0%
RODM Hartford Multifactor Developed	$0	$250,000 0.02% of portfolio	8,082	Q1 2025 Added 1.43%
IWX Ishares Tr Russell 200 Value E	$0	$248,000 0.02% of portfolio	3,023	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$248,000 0.02% of portfolio	7,966	Q1 2025 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$247,000 0.02% of portfolio	10,573	Q1 2025 Reduced 17.75%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$243,000 0.02% of portfolio	2,015	Q1 2025 Added 4.73%
MAGA ETF Ser Solutions	$0	$243,000 0.02% of portfolio	5,024	Q1 2025 Reduced 1.57%
GLDM World Gold Trust	$9.98B	$243,000 0.02% of portfolio	3,938	Q1 2025 New
HDG Proshares Trust Proshares He	$0	$237,000 0.02% of portfolio	4,875	Q1 2025 Reduced 6.52%
JNK Spdr Bloomberg High Yield Bond	$0	$237,000 0.02% of portfolio	2,493	Q1 2025 Reduced 6.91%
BOTZ Global X Fds	$0	$231,000 0.02% of portfolio	8,129	Q1 2025 Reduced 3.28%

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