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Financial Advocates Investment Management’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Financial Advocates Investment Management’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,672
Closed -$244K – 229
2025
Q2 		$244K Buy
+7,672
New +$223K 0.02% 547

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Financial Advocates Investment Management sold out of Inspire Fidelis Multi Factor ETF (FDLS) in Q3 2025, closing a stake of 7,672 shares — an estimated $244K sold.

Financial Advocates Investment Management first reported a position in FDLS in Q2 2025 and held it in 1 quarter. The position peaked at $244K in Q2 2025. 25 funds tracked by Wall St. Rank hold FDLS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Inspire Fidelis Multi Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,672 Inspire Fidelis Multi Factor ETF shares in Q3 2025, an estimated $244K.
  • Financial Advocates Investment Management first reported a position in Inspire Fidelis Multi Factor ETF in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Inspire Fidelis Multi Factor ETF position peaked at $244K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q3 2025.

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