FinTrust Capital Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$19K	Buy	+854	New	+$18.5K	﹤0.01%	825
2022 Q4	–	Sell	-2,000	Closed	-$38K	–	1228
2022 Q3	$38K	Hold	2,000	–	–	0.01%	563
2022 Q2	$43K	Sell	2,000 -100	-5%	-$2.21K	0.01%	562
2022 Q1	$51K	Buy	2,100 +100	+5%	+$2.43K	0.01%	558
2021 Q4	$52K	Hold	2,000	–	–	0.01%	542
2021 Q3	$50K	Hold	2,000	–	–	0.01%	553
2021 Q2	$51K	Buy	+2,000	New	+$50.5K	0.01%	554

Other funds holding HNDL

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

FinTrust Capital Advisors opened a new position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2024: 854 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in HNDL as recently as Q3 2022.

FinTrust Capital Advisors first reported a position in HNDL in Q2 2021 and has held it in 7 quarters since. The position peaked at $52K in Q4 2021. 110 funds tracked by Wall St. Rank hold HNDL as of Q3 2024.

FinTrust Capital Advisors held 854 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $19K as of Q3 2024.
Strategy Shares Nasdaq 7HANDL Index ETF was a new FinTrust Capital Advisors position in Q3 2024.
Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #825 holding.
FinTrust Capital Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2021 and has held it in 7 quarters since.
FinTrust Capital Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $52K in Q4 2021.
110 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2024.

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