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 | S&P 600 SMCP GRW | 351 | $1,278,080 | 14,753 | 0.00 | 0.00 | 228 | 1.57 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 352 | $1,275,309 | 64,296 | 0.00 | 0.00 | 5,036 | 8.50 | 03-31-2024 |
| ENBRIDGE INC | COM | 353 | $1,267,206 | 35,026 | 0.00 | 0.00 | 6,222 | 21.60 | 03-31-2024 |
| PACER FDS TR | METAURUS CAP 400 | 354 | $1,259,886 | 35,193 | 0.00 | 0.00 | 19,833 | 129.12 | 03-31-2024 |
