FinTrust Capital Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-172	Closed	-$16K	–	1276
2021 Q4	$16K	Hold	172	–	–	﹤0.01%	803
2021 Q3	$15K	Hold	172	–	–	﹤0.01%	811
2021 Q2	$15K	Hold	172	–	–	﹤0.01%	829
2021 Q1	$15K	Buy	+172	New	+$15.1K	﹤0.01%	788

Other funds holding PDP

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJFSA

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

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

FinTrust Capital Advisors's PDP Position: Q1 2022 in Review

FinTrust Capital Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 172 shares — an estimated $16K sold.

FinTrust Capital Advisors first reported a position in PDP in Q1 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

FinTrust Capital Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 172 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $16K.
FinTrust Capital Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2021 and held it in 4 quarters.
FinTrust Capital Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $16K in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on FinTrust Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.