FCA
UFOX

FinTrust Capital Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

FinTrust Capital Advisors’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$29K Hold
669
– – ﹤0.01% 724
2024
Q2 		$28K Hold
669
– – 0.01% 688
2024
Q1 		$26.1K Buy
+669
New +$25.1K 0.01% 689

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

FinTrust Capital Advisors held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q3 2024 at 669 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

FinTrust Capital Advisors first reported a position in UFOX in Q1 2024 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold UFOX as of Q3 2024.

  • FinTrust Capital Advisors held 669 shares of Defiance Space and Connective Tech ETF worth $29K as of Q3 2024.
  • FinTrust Capital Advisors left its Defiance Space and Connective Tech ETF share count unchanged in Q3 2024.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #724 holding.
  • FinTrust Capital Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2024 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2024.

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