FAIM
ELCV

Financial Advocates Investment Management’s Eventide High Dividend ETF ELCV Stock Holding History

Financial Advocates Investment Management’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,457
Closed -$266K – 628
2025
Q2 		$266K Buy
+10,457
New +$255K 0.02% 525

Other funds holding ELCV

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Financial Advocates Investment Management sold out of Eventide High Dividend ETF (ELCV) in Q3 2025, closing a stake of 10,457 shares — an estimated $266K sold.

Financial Advocates Investment Management first reported a position in ELCV in Q2 2025 and held it in 1 quarter. The position peaked at $266K in Q2 2025. 54 funds tracked by Wall St. Rank hold ELCV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Eventide High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,457 Eventide High Dividend ETF shares in Q3 2025, an estimated $266K.
  • Financial Advocates Investment Management first reported a position in Eventide High Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Eventide High Dividend ETF position peaked at $266K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q3 2025.

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