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Capital Analysts LLC’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Capital Analysts LLC’s Portfolio FYLD Stock Details FYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-557
Closed -$13K – 1145
2023
Q3 		$13K Buy
+557
New +$13.6K ﹤0.01% 838

Other funds holding FYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Analysts LLC's FYLD Position: Q4 2023 in Review

Capital Analysts LLC sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q4 2023, closing a stake of 557 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in FYLD in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 53 funds tracked by Wall St. Rank hold FYLD as of Q4 2023.

  • Capital Analysts LLC reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 557 Cambria Foreign Shareholder Yield ETF shares in Q4 2023, an estimated $13K.
  • Capital Analysts LLC first reported a position in Cambria Foreign Shareholder Yield ETF in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's Cambria Foreign Shareholder Yield ETF position peaked at $13K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.