FCA
DYNF icon

FinTrust Capital Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

FinTrust Capital Advisors’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$381K Sell
7,707
-1,549
-17% -$73.8K 0.06% 211
2024
Q2 		$434K Sell
9,256
-952
-9% -$42.6K 0.08% 182
2024
Q1 		$453K Buy
+10,208
New +$428K 0.09% 177

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

FinTrust Capital Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 17% in Q3 2024, selling an estimated $73.8K and leaving 7,707 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #211.

FinTrust Capital Advisors first reported a position in DYNF in Q1 2024 and has held it in 3 quarters since. The position peaked at $453K in Q1 2024. 445 funds tracked by Wall St. Rank hold DYNF as of Q3 2024.

  • FinTrust Capital Advisors held 7,707 shares of BlackRock US Equity Factor Rotation ETF worth $381K as of Q3 2024.
  • FinTrust Capital Advisors sold 1,549 BlackRock US Equity Factor Rotation ETF shares in Q3 2024, an estimated $73.8K.
  • BlackRock US Equity Factor Rotation ETF made up 0.06% of FinTrust Capital Advisors's portfolio in Q3 2024, its #211 holding.
  • FinTrust Capital Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 3 quarters since.
  • FinTrust Capital Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $453K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2024.

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