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FCA
FinTrust Capital Advisors’s
State Street SPDR S&P International Dividend ETF
DWX
Stock Holding History
FinTrust Capital Advisors’s Portfolio
DWX Stock Details
DWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-1,525
Closed
-$53.6K
–
1385
2024
Q1
$53.6K
Hold
1,525
–
–
0.01%
495
2023
Q4
$54.2K
Hold
1,525
–
–
0.01%
467
2023
Q3
$50.2K
Hold
1,525
–
–
0.01%
452
2023
Q2
$49.3K
Hold
1,525
–
–
0.01%
449
2023
Q1
$49.3K
Hold
1,525
–
–
0.01%
447
2022
Q4
$49.3K
Hold
1,525
–
–
0.01%
448
2022
Q3
$44K
Hold
1,525
–
–
0.01%
530
2022
Q2
$52K
Hold
1,525
–
–
0.01%
520
2022
Q1
$59K
Hold
1,525
–
–
0.01%
526
2021
Q4
$59K
Hold
1,525
–
–
0.01%
523
2021
Q3
$58K
Hold
1,525
–
–
0.02%
525
2021
Q2
$60K
Sell
1,525
-75
-5%
-$2.98K
0.02%
526
2021
Q1
$61K
Sell
1,600
-177
-10%
-$6.61K
0.02%
508
2020
Q4
$65K
Sell
1,777
-3,252
-65%
-$115K
0.02%
458
2020
Q3
$170
Hold
5,029
–
–
0.03%
265
2020
Q2
$167K
Sell
5,029
-890
-15%
-$28.7K
0.07%
237
2020
Q1
$181K
Sell
5,919
-55
-0.9%
-$2.04K
0.09%
189
2019
Q4
$240K
Hold
5,974
–
–
0.1%
180
2019
Q3
$233K
Hold
5,974
–
–
0.1%
191
2019
Q2
$235K
Hold
5,974
–
–
0.09%
167
2019
Q1
$227K
Hold
5,974
–
–
0.1%
174
2018
Q4
$209K
Buy
+5,974
New
+$215K
0.1%
172
Other funds holding DWX
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
BAAM
Baker Avenue Asset Management
San Francisco, California
$4.39B AUM
26.6%
1-Year Est. Return
ACG
Allen Capital Group
Grand Island, Nebraska
$1.11B AUM
13.85%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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