BFEC
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Benjamin F. Edwards & Company’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Benjamin F. Edwards & Company’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.54M Buy
54,057
+22,701
+72% +$1.02M 0.04% 333
2024
Q1 		$1.39M Buy
+31,356
New +$1.32M 0.03% 433

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Benjamin F. Edwards & Company's DYNF Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 72% in Q2 2024, buying an estimated $1.02M and bringing the position to 54,057 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #333.

Benjamin F. Edwards & Company first reported a position in DYNF in Q1 2024 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold DYNF as of Q2 2024.

  • Benjamin F. Edwards & Company held 54,057 shares of BlackRock US Equity Factor Rotation ETF worth $2.54M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 22,701 BlackRock US Equity Factor Rotation ETF shares in Q2 2024, an estimated $1.02M.
  • BlackRock US Equity Factor Rotation ETF made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #333 holding.
  • Benjamin F. Edwards & Company first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.