FIC
FLRT icon

Family Investment Center’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Family Investment Center’s Portfolio FLRT Stock Details FLRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,656
Closed -$316K – 91
2024
Q3 		$316K Buy
+6,656
New +$317K 0.08% 62

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CCM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Family Investment Center's FLRT Position: Q4 2024 in Review

Family Investment Center sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q4 2024, closing a stake of 6,656 shares — an estimated $316K sold.

Family Investment Center first reported a position in FLRT in Q3 2024 and held it in 1 quarter. The position peaked at $316K in Q3 2024. 85 funds tracked by Wall St. Rank hold FLRT as of Q4 2024.

  • Family Investment Center reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Family Investment Center sold 6,656 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q4 2024, an estimated $316K.
  • Family Investment Center first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2024 and held it in 1 quarter.
  • Family Investment Center's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $316K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q4 2024.

Based on Family Investment Center's 13F filing for Q4 2024, filed 24 Jan 2025.