Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 05-01-2024 | 03-31-2024 | 773 | 1,727,287,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | ICE PFD SEC ETF | 901 | $322,397 | 9,246 | 0.00 | 9,246 | +Inf | 03-31-2024 | |
| SOUTHERN COPPER CORP | COM | 902 | $322,363 | 3,026 | 0.00 | 0.00 | 20 | 0.67 | 03-31-2024 |
| SMITH A O CORP | COM | 903 | $321,098 | 3,589 | 0.00 | 0.00 | 141 | 4.09 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 904 | $320,888 | 6,753 | 0.00 | 0.00 | -36 | -0.53 | 03-31-2024 |
