FFA
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Fortune Financial Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Fortune Financial Advisors’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,895
Closed -$1.07M – 105
2024
Q2 		$1.07M Buy
20,895
+5,441
+35% +$282K 0.66% 52
2024
Q1 		$833K Buy
15,454
+7,990
+107% +$408K 0.53% 59
2023
Q4 		$369K Buy
7,464
+560
+8% +$25.7K 0.26% 88
2023
Q3 		$308K Buy
6,904
+951
+16% +$43.7K 0.24% 94
2023
Q2 		$269K Buy
+5,953
New +$257K 0.2% 102

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Fortune Financial Advisors's DSTL Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2024, closing a stake of 20,895 shares — an estimated $1.07M sold.

Fortune Financial Advisors first reported a position in DSTL in Q2 2023 and held it in 5 quarters. The position peaked at $1.07M in Q2 2024. 129 funds tracked by Wall St. Rank hold DSTL as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 20,895 Distillate US Fundamental Stability & Value ETF shares in Q3 2024, an estimated $1.07M.
  • Fortune Financial Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Distillate US Fundamental Stability & Value ETF position peaked at $1.07M in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.