Financial Advocates Investment Management Sells in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-82.6K
- 59.03%
$216.13 - $242.4 $17.9M - $20M
57.3K $12.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-116K
- 92.86%
$124.61 - $133.96 $14.5M - $15.6M
8.95K $1.15M
XLV
Select Sector Spdr Fund Health

ETFs
-69.8K
- 72.09%
$136.28 - $154.74 $9.51M - $10.8M
27K $3.72M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-94.7K
- 46.19%
$51.33 - $53.74 $4.86M - $5.09M
110K $5.68M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-47.4K
- 93.38%
$83.09 - $89.28 $3.94M - $4.24M
3.36K $285K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-44.7K
- 47.99%
$74.5 - $78.37 $3.33M - $3.5M
48.5K $3.62M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-48.9K
- 80.52%
$72.62 - $77.83 $3.55M - $3.81M
11.8K $875K
IYW
Ishares Dj Us Tech ETF

ETFs
-23.6K
- 66.22%
$148.14 - $166.23 $3.5M - $3.92M
12K $1.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-17.4K
- 25.11%
$174.22 - $187.62 $3.03M - $3.26M
51.9K $9.09M
EMB
Ishares Tr

ETFs
-31.4K
- 39.79%
$88.94 - $93.46 $2.79M - $2.93M
47.5K $4.23M
XLK
Technology Sector Spdr

ETFs
-11.5K
- 29.3%
$220.26 - $241.44 $2.53M - $2.77M
27.7K $6.44M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-46.4K
- 42.14%
$48.48 - $49.47 $2.25M - $2.29M
63.7K $3.1M
AMGN
Amgen Inc

Healthcare
-5.27K
- 34.27%
$258.78 - $328.31 $1.36M - $1.73M
10.1K $2.64M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18.4K
- 21.09%
$88.59 - $94.57 $1.63M - $1.74M
68.9K $6.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14.2K
- 14.19%
$113.92 - $127.38 $1.61M - $1.8M
85.6K $9.86M
FVD
First Tr Value Line Divid Inde

ETFs
-34.9K
- 29.82%
$43.4 - $46.7 $1.51M - $1.63M
82.1K $3.58M
VOT
Vanguard Mid Cap Growth Index

ETFs
-7.35K
- 42.56%
$241.48 - $274.89 $1.78M - $2.02M
9.92K $2.52M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-13.6K
- 9.2%
$91.94 - $100.02 $1.25M - $1.36M
134K $12.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-16.1K
- 18.86%
$103.6 - $112.52 $1.67M - $1.81M
69.3K $7.26M
XLP
Consumer Staples Sector Spdr

ETFs
-22K
- 39.8%
N/A
33.2K $2.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-17.6K
- 16.16%
$91.29 - $91.8 $1.61M - $1.61M
91.2K $8.34M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-19.1K
- 37.0%
$81.68 - $82.93 $1.56M - $1.58M
32.5K $2.66M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.8K
- 9.26%
$56.06 - $61.35 $1.17M - $1.28M
204K $11.5M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-11.8K
- 52.47%
$113.79 - $124.5 $1.35M - $1.47M
10.7K $1.23M
LLY
Eli Lilly & CO

Healthcare
-697
- 10.39%
$727.2 - $932.06 $507K - $650K
6.01K $4.64M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-32.7K
- 55.47%
$33.43 - $36.52 $1.09M - $1.2M
26.3K $886K
NEE
Nextera Energy Inc

Utilities
-6.18K
- 11.17%
$69.77 - $85.43 $431K - $528K
49.2K $3.53M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-30.9K
- 83.54%
$36.74 - $40.43 $1.13M - $1.25M
6.09K $224K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.5K
- 40.13%
$501.29 - $612.85 $751K - $919K
2.24K $1.16M
FDN
First Tr Fd Dow Jones

ETFs
-5.14K
- 83.18%
$210.5 - $257.24 $1.08M - $1.32M
1.04K $252K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-13.8K
- 7.12%
$65.67 - $69.79 $905K - $962K
180K $12.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-20.3K
- 10.71%
$94.43 - $105.47 $1.92M - $2.14M
169K $17.2M
NVO
Novo Nordisk A S

Healthcare
-4.17K
- 23.47%
$85.0 - $120.04 $354K - $500K
13.6K $1.17M
ABBV
Abb Vie Inc.

Healthcare
-1.94K
- 6.71%
$164.99 - $203.87 $320K - $395K
27K $4.79M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-15.5K
- 14.19%
$50.62 - $52.07 $784K - $806K
93.6K $4.77M
JPSE
J P Morgan Diversified Return

ETFs
-14.7K
- 9.46%
$46.77 - $51.7 $685K - $758K
140K $6.58M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-8.27K
- 69.09%
$89.81 - $104.0 $743K - $860K
3.7K $333K
AMD
Advanced Micro Devices Inc

Technology
-472
- 2.6%
$118.88 - $172.8 $56.1K - $81.6K
17.7K $2.14M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-28.4K
- 25.59%
$24.94 - $26.14 $708K - $742K
82.5K $2.06M
VHT
Vanguard Health Care ETF

ETFs
-2.69K
- 58.19%
$250.81 - $283.3 $676K - $763K
1.94K $491K
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.03K
- 40.67%
$183.23 - $199.79 $739K - $806K
5.89K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-3.99K
- 38.52%
$151.29 - $176.1 $603K - $702K
6.37K $968K
FDL
First Tr Morningstar Dividend

ETFs
-17.8K
- 77.73%
$39.59 - $43.95 $704K - $782K
5.1K $205K
GTO
Invesco Actively Managed ETF T

ETFs
-14.7K
- 38.02%
$46.33 - $48.41 $679K - $709K
23.9K $1.11M
FEX
First Tr Large Cap Core Alphde

ETFs
-6.59K
- 40.54%
$103.29 - $112.88 $681K - $744K
9.67K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
-3.1K
- 10.58%
$161.05 - $179.7 $500K - $558K
26.2K $4.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.37K
- 2.48%
$40.06 - $45.21 $135K - $152K
132K $5.38M
VPU
Vanguard Utilities ETF

ETFs
-2.71K
- 12.38%
$160.52 - $179.11 $435K - $486K
19.2K $3.14M
VZ
Verizon Communications Inc

Communication Services
-8.13K
- 11.74%
$39.6 - $45.21 $322K - $367K
61.1K $2.44M
Activity Summary
Buys All Purchases 371 New Holdings 54 Increased Positions 317 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 6 Puts 6
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