FinTrust Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

FinTrust Capital Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.73K	Hold	58	–	–	﹤0.01%	1179
2024 Q2	$2.78K	Hold	58	–	–	﹤0.01%	1151
2024 Q1	$2.75K	Hold	58	–	–	﹤0.01%	1074
2023 Q4	$2.47K	Buy	+58	New	+$2.46K	﹤0.01%	1057
2022 Q4	–	Sell	-75	Closed	-$3K	–	1185
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	1064
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	1080
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	1108
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	1091
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	1087
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	1082
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	1086
2020 Q4	$2K	Sell	75 -847	-92%	-$20.4K	﹤0.01%	1011
2020 Q3	$18	Sell	922 -546	-37%	-$12.6K	﹤0.01%	669
2020 Q2	$36K	Sell	1,468 -43,523	-97%	-$1.07M	0.01%	541
2020 Q1	$774K	Buy	44,991 +12,543	+39%	+$425K	0.37%	55
2019 Q4	$1.38M	Buy	32,448 +31,700	+4,238%	+$1.33M	0.56%	34
2019 Q3	$34K	Sell	748 -96	-11%	-$4.54K	0.01%	529
2019 Q2	$42K	Sell	844 -3,270	-79%	-$162K	0.02%	443
2019 Q1	$206K	Hold	4,114	–	–	0.09%	181
2018 Q4	$180K	Buy	+4,114	New	+$202K	0.09%	185

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

FinTrust Capital Advisors's AMLP Position: Q3 2024 in Review

FinTrust Capital Advisors held its Alerian MLP ETF (AMLP) position steady in Q3 2024 at 58 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

FinTrust Capital Advisors first reported a position in AMLP in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.38M in Q4 2019. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

FinTrust Capital Advisors held 58 shares of Alerian MLP ETF worth $2.73K as of Q3 2024.
FinTrust Capital Advisors left its Alerian MLP ETF share count unchanged in Q3 2024.
Alerian MLP ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1179 holding.
FinTrust Capital Advisors first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 20 quarters since.
FinTrust Capital Advisors's Alerian MLP ETF position peaked at $1.38M in Q4 2019.
653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.