Fin Trust Capital Advisors, LLC Reduced Holdings in Q3 2024

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
-130
- 12.92%
$41.55 - $46.97 $5.4K - $6.11K
876 $41K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-77
- 14.0%
$13.0 - $15.08 $1K - $1.16K
473 $6K
WDAY
Workday, Inc.

Technology
-5
- 17.86%
$207.75 - $264.68 $1.04K - $1.32K
23 $5K
WDS
Woodside Energy Group LTD

Energy
-34
- 7.17%
$15.64 - $20.01 $532 - $680
440 $7K
SJM
J M Smucker CO

Consumer Defensive
-6
- 13.04%
$109.12 - $122.4 $655 - $734
40 $4K
MDB
Mongo Db, Inc.

Technology
-5
- 62.5%
$221.5 - $296.69 $1.11K - $1.48K
3 $0
KD
Kyndryl Holdings, Inc.

Technology
-2
- 1.61%
$21.78 - $27.63 $43.6 - $55.3
122 $2K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-31
- 27.19%
$37.45 - $44.25 $1.16K - $1.37K
83 $3K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-10
- 2.53%
N/A
385 $24K
ECL
Ecolab Inc.

Basic Materials
-24
- 9.23%
$228.86 - $255.76 $5.49K - $6.14K
236 $60K
GMAB
Genmab A/S

Healthcare
-37
- 15.88%
$23.84 - $28.48 $882 - $1.05K
196 $4K
CME
Cme Group Inc.

Financial Services
-16
- 14.16%
$193.43 - $220.62 $3.09K - $3.53K
97 $21K
ABC
Amerisourcebergen Corp

Healthcare
-5
- 3.18%
N/A
152 $28K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-644
- 2.76%
$51.02 - $52.74 $32.9K - $34K
22.7K $1.19M
DVN
Devon Energy Corp

Energy
-10
- 9.62%
$37.87 - $48.65 $379 - $487
94 $3K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-376
- 5.29%
$106.11 - $113.72 $39.9K - $42.8K
6.74K $760K
HMC
Honda Motor CO LTD

Consumer Cyclical
-26
- 13.76%
$29.02 - $33.61 $755 - $874
163 $5K
HEIA
Heico Crp Cl A
-14
- 9.59%
N/A
132 $0
Ge Healthcare Technologies I
-46
- 3.98%
N/A
1.11K $0
Vanguard Wellington Fd
-40
- 1.31%
N/A
3.01K $0
Ge Vernova Inc
-12
- 2.53%
N/A
463 $0
OGN
Organon & Co.

Healthcare
-3
- 2.54%
$18.65 - $23.03 $55.9 - $69.1
115 $2K
Wk Kellogg CO
-18
- 42.86%
N/A
24 $0
ZM
Zoom Video Communications, Inc.

Technology
-11
- 26.83%
$55.32 - $71.9 $609 - $791
30 $2K
Masterbrand Inc
-10
- 2.53%
N/A
385 $0
Atlassian Corporation
-35
- 51.47%
N/A
33 $0
Kenvue Inc
-884
- 20.23%
N/A
3.49K $0
Blackrock ETF Trust Ii
-654
- 24.54%
N/A
2.01K $0
BTI
British American Tobacco P.L.C.

Consumer Defensive
-67
- 14.38%
$31.07 - $39.36 $2.08K - $2.64K
399 $14K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
-15
- 1.68%
$47.83 - $52.72 $717 - $791
878 $45K
ARGX
Argenx Se

Healthcare
-2
- 33.33%
$434.22 - $551.9 $868 - $1.1K
4 $2K
Amplify ETF Tr
-278
- 0.18%
N/A
154K $0
AKAM
Akamai Technologies Inc

Technology
-5
- 15.63%
N/A
27 $2K
NICE
Nice Ltd.

Technology
-5
- 10.87%
$154.95 - $184.96 $775 - $925
41 $7K
RGEN
Repligen Corp

Healthcare
-4
- 10.26%
$119.79 - $167.35 $479 - $669
35 $5K
EME
Emcor Group, Inc.

Industrials
-19
- 13.77%
$340.22 - $435.6 $6.46K - $8.28K
119 $51K
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 5.71%
$416.14 - $494.01 $832 - $988
33 $16K
AOK
Ishares Tr Core Conservative A

ETFs
-200
- 3.27%
$36.8 - $38.71 $7.36K - $7.74K
5.92K $228K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-61
- 1.01%
$19.2 - $19.82 $1.17K - $1.21K
5.99K $118K
EEMV
Ishares Msci Emerging Markets

ETFs
-83
- 5.84%
$56.77 - $63.31 $4.71K - $5.25K
1.34K $83K
PHG
Koninklijke Philips Nv

Healthcare
-39
- 8.8%
$25.08 - $32.73 $978 - $1.28K
404 $13K
NI
Nisource Inc.

Utilities
-56
- 10.09%
$28.54 - $34.64 $1.6K - $1.94K
499 $17K
FTNT
Fortinet, Inc.

Technology
-55
- 17.46%
$55.39 - $77.55 $3.05K - $4.27K
260 $20K
CTSH
Cognizant Technology Solutions Corp

Technology
-40
- 6.39%
$66.89 - $77.87 $2.68K - $3.11K
586 $45K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-47
- 3.1%
$38.03 - $42.06 $1.79K - $1.98K
1.47K $61K
RACE
Ferrari N.V.

Consumer Cyclical
-11
- 7.86%
$405.92 - $496.79 $4.47K - $5.46K
129 $60K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-184
- 3.91%
$61.11 - $67.85 $11.2K - $12.5K
4.52K $306K
CORT
Corcept Therapeutics Inc

Healthcare
-432
- 24.39%
$29.51 - $46.26 $12.7K - $20K
1.34K $61K
WEC
Wec Energy Group, Inc.

Utilities
-40
- 8.85%
$77.68 - $96.19 $3.11K - $3.85K
412 $39K
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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