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Gentry Private Wealth LLC Sells 363 Shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Posted by Christopher Mengel on Mar 3rd, 2025

Gentry Private Wealth LLC cut its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 1.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 22,081 shares of the company’s... More of this article »

Unified Investment Management Takes $464,000 Position in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Posted by Christopher Mengel on Mar 3rd, 2025

Unified Investment Management purchased a new position in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »

Unified Investment Management Buys New Holdings in American Express (NYSE:AXP)

Posted by Christopher Mengel on Mar 3rd, 2025

Unified Investment Management bought a new stake in American Express (NYSE:AXP) in the fourth quarter, Holdings Channel.com reports. The institutional investor bought 2,986 shares of the payment services company’s stock, valued... More of this article »

Financial Services Advisory Inc Lowers Stock Holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Posted by Christopher Mengel on Mar 3rd, 2025

Financial Services Advisory Inc lowered its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »

Plato Investment Management Ltd Raises Stock Position in Comcast Co. (NASDAQ:CMCSA)

Posted by Christopher Mengel on Mar 3rd, 2025

Plato Investment Management Ltd grew its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 32.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 156,088 shares of the cable giant’s stock after... More of this article »