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
EFA
Ishares Tr Msci Eafe ETF

ETFs
520
+ 7.11%
$75.32 - $84.37 $39.2K - $43.9K
7.83K $654K
SHOP
Shopify Inc.

Technology
1K
+ 1176.47%
$52.26 - $80.75 $52.3K - $80.8K
1.09K $86K
CGUS
Capital Group Core Equity ETF
2.39K
New
$31.19 - $34.33 $74.5K - $81.9K
2.39K $81K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
10K
New
$7.95 - $7.95 $79.5K - $79.5K
10K $79K
VIG
Vanguard Dividend Appreciation

ETFs
448
+ 6.26%
$182.15 - $182.15 $81.6K - $81.6K
7.6K $1.38M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
723
+ 8.57%
$39.95 - $45.86 $28.9K - $33.2K
9.16K $418K
DGX
Quest Diagnostics Inc

Healthcare
569
+ 836.76%
$137.09 - $137.09 $78K - $78K
637 $87K
SHEL
Shell PLC

Energy
1.29K
+ 107.74%
$65.65 - $73.28 $85K - $94.8K
2.5K $164K
WY
Weyerhaeuser CO

Real Estate
1.65K
+ 47.05%
$27.05 - $33.84 $44.5K - $55.7K
5.14K $173K
GE
General Electric CO

Industrials
124
+ 7.36%
$156.66 - $189.66 $19.4K - $23.5K
1.81K $341K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.01K
+ 552.34%
$17.35 - $18.22 $69.6K - $73.1K
4.74K $85K
BXP
Boston Properties Inc

Real Estate
856
+ 1111.69%
$60.3 - $82.49 $51.6K - $70.6K
933 $75K
PFE
Pfizer Inc

Healthcare
1.41K
+ 4.56%
$27.7 - $31.39 $39.1K - $44.4K
32.4K $938K
TMUS
T Mobile Us, Inc.

Communication Services
139
+ 10.07%
$175.14 - $206.36 $24.3K - $28.7K
1.52K $313K
PNC
Pnc Financial Services Group, Inc.

Financial Services
350
+ 248.23%
$156.14 - $187.2 $54.6K - $65.5K
491 $90K
DOW
Dow Inc.

Basic Materials
1.18K
+ 42.41%
$50.15 - $55.41 $59.2K - $65.4K
3.97K $216K
DVY
Ishares Tr

ETFs
10
+ 0.21%
$119.99 - $135.74 $1.2K - $1.36K
4.72K $638K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.3K
New
$25.07 - $29.94 $57.7K - $69K
2.3K $67K
VV
Vanguard Large Cap ETF

ETFs
248
+ 2066.67%
$236.92 - $263.4 $58.8K - $65.3K
260 $68K
WHR
Whirlpool Corp

Consumer Cyclical
609
New
$90.25 - $112.34 $55K - $68.4K
609 $65K
AEP
American Electric Power CO Inc

Utilities
263
+ 10.74%
$87.11 - $104.95 $22.9K - $27.6K
2.71K $278K
GLO
Clough Global Opportunities Fund

Financial Services
9.78K
+ 6.88%
$4.94 - $5.58 $48.3K - $54.6K
152K $828K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
740
+ 30.39%
$59.5 - $66.9 $44K - $49.5K
3.18K $210K
ARW
Arrow Electronics Inc

Technology
474
New
$117.29 - $135.1 $55.6K - $64K
474 $62K
AMP
Ameriprise Financial Inc

Financial Services
96
+ 28.4%
$391.53 - $469.81 $37.6K - $45.1K
434 $203K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.05K
+ 350.0%
$49.83 - $62.75 $52.3K - $65.9K
1.35K $77K
V
Visa Inc.

Financial Services
110
+ 4.68%
$253.74 - $291.56 $27.9K - $32.1K
2.46K $676K
CMCSA
Comcast Corp

Communication Services
501
+ 3.46%
$37.33 - $41.78 $18.7K - $20.9K
15K $625K
SNY
Sanofi

Healthcare
907
+ 158.57%
$48.54 - $58.53 $44K - $53.1K
1.48K $85K
PGR
Progressive Corp

Financial Services
168
+ 52.83%
$209.46 - $259.24 $35.2K - $43.6K
486 $123K
NHI
National Health Investors Inc

Real Estate
681
New
$67.53 - $85.15 $46K - $58K
681 $57K
NOW
Service Now, Inc.

Technology
19
+ 5.21%
$730.87 - $937.36 $13.9K - $17.8K
384 $343K
MDLZ
Mondelez International, Inc.

Consumer Defensive
543
+ 32.17%
$64.35 - $75.71 $34.9K - $41.1K
2.23K $164K
CARR
Carrier Global Corp

Industrials
95
+ 3.66%
$61.9 - $80.88 $5.88K - $7.68K
2.69K $216K
CIVI
Civitas Resources, Inc.

Energy
1K
New
$49.47 - $72.73 $49.5K - $72.7K
1K $50K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
459
New
$91.37 - $101.65 $41.9K - $46.7K
459 $46K
DD
Du Pont De Nemours, Inc.

Basic Materials
230
+ 8.03%
$77.22 - $89.49 $17.8K - $20.6K
3.1K $275K
CEG
Constellation Energy Corp

Utilities
46
+ 8.53%
$167.08 - $262.86 $7.69K - $12.1K
585 $152K
KNTK
Kinetik Holdings Inc.

Energy
1K
New
$38.59 - $47.43 $38.6K - $47.4K
1K $45K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
634
+ 22.7%
$46.17 - $51.13 $29.3K - $32.4K
3.43K $175K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36
+ 0.58%
$77.02 - $85.06 $2.77K - $3.06K
6.21K $524K
WM
Waste Management Inc

Industrials
250
+ 20.85%
$196.96 - $223.45 $49.2K - $55.9K
1.45K $300K
VB
Vanguard Small Cap ETF

ETFs
86
+ 7.01%
$214.77 - $237.72 $18.5K - $20.4K
1.31K $311K
WLDN
Willdan Group, Inc.

Industrials
1.05K
New
$29.09 - $41.12 $30.6K - $43.3K
1.05K $43K
PFF
Ishares Trust Ishares Pfd And

ETFs
209
+ 0.98%
$31.18 - $33.5 $6.52K - $7K
21.4K $712K
BDN
Brandywine Realty Trust

Real Estate
8.09K
New
$4.3 - $5.44 $34.8K - $44K
8.09K $43K
DLX
Deluxe Corp

Communication Services
2.25K
New
$18.84 - $24.59 $42.4K - $55.4K
2.25K $43K
PBA
Pembina Pipeline Corp

Energy
1.05K
New
$36.86 - $41.36 $38.8K - $43.6K
1.05K $43K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
310
New
$129.86 - $184.59 $40.3K - $57.2K
310 $43K
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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