Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 11, 2022
40,082
$44.04 - $57.61 $1.77M - $2.31M
CTRA
Coterra Energy Inc.

Energy
Q1 2022 Filed on May 11, 2022
10,640
$19.33 - $28.91 $206K - $308K
HERO
Global X Fds Video Games & Esp

ETFs
Q1 2022 Filed on May 11, 2022
32,766
$22.78 - $28.45 $746K - $932K
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 11, 2022
2,304
$94.3 - $106.34 $217K - $245K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q1 2022 Filed on May 11, 2022
57,021
$29.48 - $35.94 $1.68M - $2.05M
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on May 11, 2022
12,351
$26.57 - $43.62 $328K - $539K
SUN
Sunoco LP

Energy
Q1 2022 Filed on May 11, 2022
11,808
$40.02 - $46.7 $473K - $551K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 11, 2022
2,552
$95.18 - $121.69 $243K - $311K
First Tr Exchange Traded Fd
Q1 2022 Filed on May 11, 2022
5,818
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
17,587
$32.09 - $47.76 $564K - $840K
RCII
Rent A Center Inc De

Industrials
Q1 2022 Filed on May 11, 2022
4,572
$25.19 - $49.42 $115K - $226K
SEEL
Seelos Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
24,673
$0.84 - $1.71 $20.7K - $42.2K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 11, 2022
966
$153.19 - $251.05 $148K - $243K
BARK
Bark, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
10,140
$2.72 - $4.6 $27.6K - $46.6K
Santander Consumer Usa Hldgs
Q1 2022 Filed on May 11, 2022
7,389
N/A
RVP
Retractable Technologies Inc

Healthcare
Q1 2022 Filed on May 11, 2022
16,492
$4.3 - $7.26 $70.9K - $120K
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2022 Filed on May 11, 2022
732
$99.09 - $118.88 $72.5K - $87K
NTNX
Nutanix, Inc.

Technology
Q1 2022 Filed on May 11, 2022
8,829
$22.14 - $31.63 $195K - $279K
PW
Power Reit

Real Estate
Q1 2022 Filed on May 11, 2022
11,472
$36.5 - $80.05 $419K - $918K
OPTT
Ocean Power Technologies, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
3,768
$1.02 - $1.65 $3.84K - $6.22K
EVBN
Evans Bancorp Inc

Financial Services
Q1 2022 Filed on May 11, 2022
1,421
$38.0 - $43.97 $54K - $62.5K
Proshares Tr
Q1 2022 Filed on May 11, 2022
12,513
N/A
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q1 2022 Filed on May 11, 2022
2,000
$97.43 - $100.78 $195K - $202K
BYRN
Byrna Technologies Inc.

Industrials
Q1 2022 Filed on May 11, 2022
11,967
$8.13 - $13.59 $97.3K - $163K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 11, 2022
17,184
$44.64 - $55.71 $767K - $957K
BLCN
Siren ETF Tr
Q1 2022 Filed on May 11, 2022
12,237
N/A
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on May 11, 2022
7,160
$33.58 - $51.3 $240K - $367K
TASK
Task Us, Inc.

Technology
Q1 2022 Filed on May 11, 2022
5,985
$26.75 - $54.42 $160K - $326K
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 11, 2022
10,311
$21.59 - $43.87 $223K - $452K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
4,510
$33.54 - $51.05 $151K - $230K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
2,164
$3.01 - $14.06 $6.51K - $30.4K
Mcafee Corp
Q1 2022 Filed on May 11, 2022
16,505
N/A
THC
Tenet Healthcare Corp

Healthcare
Q1 2022 Filed on May 11, 2022
7,645
$70.0 - $91.2 $535K - $697K
APPH
App Harvest, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
22,749
$3.89 - $6.88 $88.5K - $157K
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
6,941
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 14, 2022
6,144
$66.4 - $67.68 $408K - $416K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
3,443
$19.52 - $21.06 $67.2K - $72.5K
CODI
Compass Diversified Holdings

Industrials
Q4 2021 Filed on Feb 14, 2022
3,814
$28.02 - $32.83 $107K - $125K
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
9,974
N/A
SIVB
Svb Financial Group

Financial Services
Q4 2021 Filed on Feb 14, 2022
506
$637.64 - $755.03 $323K - $382K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q4 2021 Filed on Feb 14, 2022
172,070
$15.75 - $18.12 $2.71M - $3.12M
PETS
Petmed Express Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
25,825
$25.26 - $32.0 $652K - $826K
AG
First Majestic Silver Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
35
$10.35 - $13.94 $362 - $488
DTM
Dt Midstream, Inc.

Energy
Q4 2021 Filed on Feb 14, 2022
4,458
$45.53 - $50.23 $203K - $224K
Janus Detroit Str Tr
Q4 2021 Filed on Feb 14, 2022
39,107
N/A
MBII
Marrone Bio Innovations Inc

Basic Materials
Q4 2021 Filed on Feb 14, 2022
72,145
$0.65 - $0.97 $46.9K - $70K
GIGB
Goldman Sachs ETF Access Invt
Q4 2021 Filed on Feb 14, 2022
6,429
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
1,224
$263.97 - $305.94 $323K - $374K
FDT
First Trust Developed Markets

ETFs
Q4 2021 Filed on Feb 14, 2022
3,389
$58.75 - $62.74 $199K - $213K
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