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Financial Advocates Investment Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Financial Advocates Investment Management’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-48,412
Closed -$1.23M – 496
2019
Q4 		$1.23M Buy
+48,412
New +$1.22M 0.13% 184

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
ATFA
All Terrain Financial Advisors Coon Rapids, Minnesota $615M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Financial Advocates Investment Management's FLTR Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2020, closing a stake of 48,412 shares — an estimated $1.23M sold.

Financial Advocates Investment Management first reported a position in FLTR in Q4 2019 and held it in 1 quarter. The position peaked at $1.23M in Q4 2019. 90 funds tracked by Wall St. Rank hold FLTR as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining VanEck IG Floating Rate ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 48,412 VanEck IG Floating Rate ETF shares in Q1 2020, an estimated $1.23M.
  • Financial Advocates Investment Management first reported a position in VanEck IG Floating Rate ETF in Q4 2019 and held it in 1 quarter.
  • Financial Advocates Investment Management's VanEck IG Floating Rate ETF position peaked at $1.23M in Q4 2019.
  • 90 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.