FinTrust Capital Advisors’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-240	Closed	-$9K	–	1161
2020 Q4	$9K	Sell	240 -43,401	-99%	-$1.61M	﹤0.01%	878
2020 Q3	$1.58K	Buy	43,641 +5,226	+14%	+$186K	0.31%	52
2020 Q2	$1.27M	Buy	38,415 +25,204	+191%	+$809K	0.5%	55
2020 Q1	$384K	Buy	+13,211	New	+$452K	0.19%	111

Other funds holding OUSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FinTrust Capital Advisors's OUSA Position: Q1 2021 in Review

FinTrust Capital Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2021, closing a stake of 240 shares — an estimated $9K sold.

FinTrust Capital Advisors first reported a position in OUSA in Q1 2020 and held it in 4 quarters. The position peaked at $1.27M in Q2 2020. 86 funds tracked by Wall St. Rank hold OUSA as of Q1 2021.

FinTrust Capital Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 240 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2021, an estimated $9K.
FinTrust Capital Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2020 and held it in 4 quarters.
FinTrust Capital Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $1.27M in Q2 2020.
86 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2021.

Based on FinTrust Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.