Financial Advocates Investment Management’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Financial Advocates Investment Management’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46,698	Closed	-$2.17M	–	717
2023 Q1	$2.17M	Buy	46,698 +152	+0.3%	+$6.86K	0.16%	154
2022 Q4	$2M	Sell	46,546 -806	-2%	-$35.2K	0.15%	162
2022 Q3	$1.97M	Buy	+47,352	New	+$2.17M	0.16%	149

Other funds holding FITE

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Financial Advocates Investment Management's FITE Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q2 2023, closing a stake of 46,698 shares — an estimated $2.17M sold.

Financial Advocates Investment Management first reported a position in FITE in Q3 2022 and held it in 3 quarters. The position peaked at $2.17M in Q1 2023. 22 funds tracked by Wall St. Rank hold FITE as of Q2 2023.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 46,698 State Street SPDR S&P Kensho Future Security ETF shares in Q2 2023, an estimated $2.17M.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q3 2022 and held it in 3 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Kensho Future Security ETF position peaked at $2.17M in Q1 2023.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.