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Avantax Advisory Services’s FTAI Aviation FTAI Stock Holding History

Avantax Advisory Services’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$265K Buy
2,308
+433
+23% +$48.4K ﹤0.01% 2010
2025
Q1 		$208K Buy
1,875
+375
+25% +$44.3K ﹤0.01% 2081
2024
Q4 		$216K Buy
+1,500
New +$221K ﹤0.01% 2009

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Avantax Advisory Services's FTAI Position: Q2 2025 in Review

Avantax Advisory Services increased its FTAI Aviation (FTAI) stake by 23% in Q2 2025, buying an estimated $48.4K and bringing the position to 2,308 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Avantax Advisory Services first reported a position in FTAI in Q4 2024 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold FTAI as of Q2 2025.

  • Avantax Advisory Services held 2,308 shares of FTAI Aviation worth $265K as of Q2 2025.
  • Avantax Advisory Services bought 433 FTAI Aviation shares in Q2 2025, an estimated $48.4K.
  • FTAI Aviation made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2010 holding.
  • Avantax Advisory Services first reported a position in FTAI Aviation in Q4 2024 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.