Fin Trust Capital Advisors, LLC Purchases in Q3 2024

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.57K
+ 2.56%
$520.18 - $576.82 $818K - $907K
62.9K $36.3M
AAPL
Apple Inc.

Technology
2.14K
+ 2.54%
$207.23 - $234.82 $442K - $501K
86.2K $20.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
37.8K
+ 247.63%
$59.61 - $60.15 $2.25M - $2.27M
53K $3.17M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
9.55K
+ 6.48%
$71.9 - $79.86 $687K - $763K
157K $12.5M
IEFA
Ishares Tr

ETFs
6.9K
+ 3.43%
$70.09 - $78.74 $484K - $543K
208K $16.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.11K
+ 9.63%
$283.28 - $314.39 $881K - $978K
35.4K $11.1M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
48.5K
+ 27.05%
$22.3 - $23.68 $1.08M - $1.15M
228K $5.35M
BOND
Pimco Active Bond Exchange Tra

ETFs
7.89K
+ 5.8%
$90.01 - $95.32 $711K - $752K
144K $13.6M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.15K
+ 3.67%
$72.18 - $107.33 $82.8K - $123K
32.4K $3.44M
CGCP
Capital Group Core Plus Income

ETFs
27.6K
+ 4.54%
$22.12 - $23.31 $610K - $643K
635K $14.7M
GPC
Genuine Parts CO

Consumer Cyclical
7.1K
+ 132.89%
$131.04 - $147.11 $930K - $1.04M
12.4K $1.74M
GLD
Spdr Gold Trust

ETFs
3.48K
+ 87.01%
$215.56 - $246.98 $749K - $858K
7.47K $1.82M
MEAR
Blackrock Short Maturity Munic

ETFs
18.4K
+ 115.0%
$49.99 - $50.34 $919K - $926K
34.4K $1.73M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.4K
+ 81.92%
$50.61 - $50.96 $878K - $884K
38.5K $1.96M
META
Meta Platforms, Inc.

Communication Services
266
+ 2.52%
$453.41 - $572.44 $121K - $152K
10.8K $6.2M
DUK
Duke Energy Corp

Utilities
3.64K
+ 12.16%
$99.35 - $117.71 $361K - $428K
33.5K $3.86M
IWM
Ishares Russell 2000 ETF

ETFs
3.34K
+ 563.91%
$200.87 - $224.6 $672K - $751K
3.94K $869K
SO
Southern CO

Utilities
5.86K
+ 33.82%
$77.0 - $90.52 $451K - $531K
23.2K $2.09M
RYLD
Global X Fds Russell 2000 Cove

ETFs
42.1K
+ 23.45%
$15.22 - $16.33 $641K - $687K
222K $3.58M
WMT
Walmart Inc.

Consumer Defensive
3.32K
+ 10.28%
$66.91 - $81.4 $222K - $270K
35.6K $2.87M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.1K
+ 1170.64%
$50.15 - $51.27 $656K - $670K
14.2K $727K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10.9K
+ 65.54%
$50.02 - $54.5 $543K - $592K
27.4K $1.5M
SUB
Ishares Short Term National Mu

ETFs
5.68K
+ 3173.74%
$104.3 - $106.3 $593K - $604K
5.86K $622K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.71K
+ 10.42%
$80.13 - $88.89 $297K - $330K
39.3K $3.47M
PWB
Invesco Exchange Traded Fd Tr

ETFs
5.25K
New
$86.85 - $98.91 $456K - $519K
5.25K $518K
HD
Home Depot, Inc.

Consumer Cyclical
201
+ 2.92%
$333.64 - $405.2 $67.1K - $81.4K
7.09K $2.87M
IEMG
Ishares Inc

ETFs
8.91K
+ 5.4%
$53.64 - $53.64 $478K - $478K
174K $9.32M
COST
Costco Wholesale Corp

Consumer Defensive
508
+ 43.12%
$801.83 - $917.05 $407K - $466K
1.69K $1.49M
LVHI
Franklin International Low Vol

ETFs
12.3K
+ 17.77%
$28.72 - $31.28 $352K - $384K
81.3K $2.53M
BHF
Brighthouse Financial, Inc.

Financial Services
9.39K
+ 29.39%
$40.78 - $50.66 $383K - $475K
41.3K $1.86M
XOM
Exxon Mobil Corp

Energy
3.69K
+ 20.35%
$109.72 - $119.0 $405K - $439K
21.8K $2.56M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2K
New
$193.0 - $282.1 $386K - $564K
2K $465K
IAU
Ishares Gold Trust

ETFs
1.46K
+ 2.16%
$44.06 - $50.5 $64.3K - $73.7K
69.1K $3.43M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.3K
+ 160.16%
$38.81 - $41.41 $398K - $424K
16.7K $689K
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 11.99%
$194.9 - $224.8 $298K - $343K
14.3K $3.01M
KO
Coca Cola CO

Consumer Defensive
2.96K
+ 13.21%
$62.69 - $73.01 $186K - $216K
25.4K $1.82M
ORCL
Oracle Corp

Technology
462
+ 4.32%
$125.9 - $170.35 $58.2K - $78.7K
11.2K $1.9M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.77K
+ 9.09%
$55.15 - $59.31 $208K - $224K
45.3K $2.68M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.34K
+ 8.15%
$75.88 - $83.21 $178K - $195K
31K $2.58M
AAL
American Airlines Group Inc.

Industrials
30K
+ 2608.7%
$11.04 - $11.04 $331K - $331K
31.2K $343K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.4K
+ 1.77%
$23.13 - $23.43 $217K - $220K
541K $12.7M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.4K
+ 3.43%
$44.07 - $50.57 $61.5K - $70.5K
42.1K $2.13M
CAT
Caterpillar Inc

Industrials
85
+ 1.76%
$316.8 - $391.12 $26.9K - $33.2K
4.91K $1.92M
SLV
I Shares Silver Trust

ETFs
9.67K
+ 74.63%
$24.33 - $29.38 $235K - $284K
22.6K $643K
FDL
First Tr Morningstar Dividend

ETFs
2.79K
+ 6.47%
$37.66 - $42.06 $105K - $117K
46K $1.93M
ADT
Adt Inc.

Industrials
40K
New
$6.87 - $7.9 $275K - $316K
40K $289K
ENB
Enbridge Inc

Energy
4.38K
+ 20.38%
$35.27 - $41.18 $155K - $180K
25.9K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.0%
$113.41 - $125.62 $113 - $126
41K $5.15M
NEAR
Blackrock Short Maturity Bond

ETFs
2.37K
+ 1.48%
$50.09 - $51.31 $119K - $122K
162K $8.33M
Activity Summary
Buys All Purchases 425 New Holdings 104 Increased Positions 321 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 9 Puts 0
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