Sfi Advisors, LLC Reduced Holdings in Q1 2025

Sfi Advisors, LLC

  • $130 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
-98.6K
- 79.6%
$36.38 - $42.77 $3.59M - $4.22M
25.3K $918K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-3.39K
- 16.65%
$200.77 - $270.08 $681K - $916K
17K $3.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.82K
- 57.81%
$247.97 - $296.33 $1.2M - $1.43M
3.52K $886K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-966
- 1.8%
$82.77 - $101.84 $80K - $98.4K
52.6K $4.44M
IGV
Ishares Expanded Tech Software

ETFs
-566
- 0.89%
$88.3 - $107.83 $50K - $61K
63K $5.6M
FCLD
Fidelity Covington Tr Cloud CO
-1.82K
- 0.96%
$23.78 - $30.29 $43.3K - $55.2K
188K $4.48M
FDN
First Tr Fd Dow Jones

ETFs
-721
- 2.94%
$221.38 - $266.86 $160K - $192K
23.8K $5.28M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-4.11K
- 22.41%
$47.38 - $64.98 $195K - $267K
14.2K $674K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-33.2K
- 62.07%
$11.09 - $11.43 $368K - $379K
20.3K $227K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1.07K
- 2.41%
$134.68 - $159.3 $144K - $171K
43.3K $6.07M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-23.5K
- 65.77%
$11.41 - $12.06 $268K - $284K
12.2K $144K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-407
- 1.99%
$157.71 - $180.77 $64.2K - $73.6K
20.1K $3.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-52
- 0.09%
$53.6 - $58.97 $2.79K - $3.07K
54.8K $3M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-241
- 1.61%
$32.02 - $41.58 $7.72K - $10K
14.8K $478K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-577
- 0.64%
$62.72 - $71.92 $36.2K - $41.5K
90.1K $5.67M
SIMS
Spdr S&P Kensho Intelligent St

ETFs
-264
- 1.97%
$30.94 - $35.21 $8.17K - $9.3K
13.2K $407K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-806
- 3.78%
N/A
20.5K $1.17M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-2.21K
- 7.8%
$11.83 - $13.03 $26.2K - $28.8K
26.1K $315K
PHK
Pimco High Income Fund

Financial Services
-6.53K
- 5.2%
$4.85 - $4.98 $31.7K - $32.5K
119K $582K
FEMS
First Trust Emerging Markets S

ETFs
-393
- 1.85%
$36.09 - $39.16 $14.2K - $15.4K
20.9K $775K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-4.35K
- 9.93%
$3.71 - $3.96 $16.2K - $17.2K
39.5K $147K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-582
- 2.28%
$29.72 - $31.94 $17.3K - $18.6K
25K $771K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
-1.08K
- 9.12%
$4.81 - $5.25 $5.19K - $5.67K
10.8K $53K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-1.6K
- 5.02%
$3.75 - $4.08 $5.99K - $6.51K
30.2K $117K
FBT
First Trust Nyse Arca Biotechn

ETFs
-486
- 1.91%
$164.86 - $182.19 $80.1K - $88.5K
25K $4.25M
FDT
First Trust Developed Markets

ETFs
-317
- 1.87%
$53.51 - $60.98 $17K - $19.3K
16.6K $969K
Activity Summary
Buys All Purchases 34 New Holdings 11 Increased Positions 23 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sfi Advisors, LLC Portfolio

Follow Sfi Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfi Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email