Financial Advocates Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	$3.02M	Sell	50,979 -1,268	-2%	-$71.9K	1.7%	17
2025 Q2	$2.85M	Buy	52,247 +2,413	+5%	+$121K	0.23%	100
2025 Q1	$2.43M	Buy	49,834 +130	+0.3%	+$6.68K	0.17%	141
2024 Q4	$2.55M	Sell	49,704 -1,519	-3%	-$78.2K	0.15%	152
2024 Q3	$2.53M	Sell	51,223 -1,605	-3%	-$76.5K	0.14%	154
2024 Q2	$2.48M	Buy	52,828 +19,007	+56%	+$850K	0.15%	148
2024 Q1	$1.5M	Buy	+33,821	New	+$1.42M	0.09%	225

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Advocates Investment Management's DYNF Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.4% in Q3 2025, selling an estimated $71.9K and leaving 50,979 shares worth $3.02M. The position accounts for 1.7% of the portfolio, ranked #17.

Financial Advocates Investment Management first reported a position in DYNF in Q1 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold DYNF as of Q3 2025.

Financial Advocates Investment Management held 50,979 shares of BlackRock US Equity Factor Rotation ETF worth $3.02M as of Q3 2025.
Financial Advocates Investment Management sold 1,268 BlackRock US Equity Factor Rotation ETF shares in Q3 2025, an estimated $71.9K.
BlackRock US Equity Factor Rotation ETF made up 1.7% of Financial Advocates Investment Management's portfolio in Q3 2025, its #17 holding.
Financial Advocates Investment Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.