FINTRX Introduces Detailed ETF Metrics for Enhanced Advisor Insights

 In response to the growing importance of ETFs in the investment landscape and the increasing demand for targeted distribution strategies, we are proud to offer comprehensive equity holdings data that empowers our users to:

+ Identify trends in ETF adoption among investment advisors

+ Analyze wallet share coverage and find opportunities to win business

+ Tailor product offerings to meet specific market demands

+ Monitor trends and changes of competitor funds

Why ETF & Equity Data Matters

As with the rest of the financial services industry, the world of ETFs (Exchange-Traded Funds) is dynamic and ever-evolving. For firms offering these products, understanding market trends, investor preferences, and competitive positioning is crucial to successfully identify key business opportunities and stay ahead of the competition. FINTRX's comprehensive ETF and equity data solution provides deeper insights into how RIAs are utilizing ETFs, offering valuable intelligence for financial product distributors and asset managers.

Leveraging FINTRX Data to Level-Up Your Distribution Strategy

Targeted & Insightful Prospecting:

Utilize detailed, up-to-date data on firm equity portfolios to more efficiently identify and target potential clients who are well-aligned with your product offerings. FINTRX equips you and your team to better understand the preferences and ETF trends of investment advisors for more effective and tailored marketing strategies.

Competitive Analysis & Market Research:

Benchmark your product offerings against competitors. With FINTRX, you gain insight into the performance of competing ETFs, analyzing which firms are allocating to your top competitors and highlighting key sales opportunities. Plus, monitor changes in allocations trends with real-time notifications, ensuring that you are two steps ahead of the competition at every turn.

Informed Product Positioning

Leverage data on investment trends and preferences across the RIA space to predict future areas of growth and better align your product to meet the needs of your target market. By staying on top of market shifts and understanding the desires of potential buyers, you can tailor your offerings to better suit your key prospects and capture more business.

Key ETF Data Points

FINTRX offers datapoints covering the specific allocations for each firm including:

+ Active vs. passive ETF allocations, both in dollar value and percentage of ETF portfolio

+ Holdings across various asset classes, including large, mid, and small cap-focused funds

+ Complete listings of all equity holdings for each firm

+ Dollar value held for specific ETFs as well as the percentage share of total ETF wallet

+ Changes in individual ETF holdings quarter over quarter

+ Breakdown of each firm's current ETF holdings by provider as well as portfolio allocation by sector

In the competitive world of financial services, having access to the right data can make all the difference. At FINTRX, we provide the ETF and equity data solutions you need to succeed. From targeted prospecting and marketing for your unique products to relationship mapping and insightful networking, our next-level data and proprietary technology empowers you to stay ahead of the competition and unlock the full potential of your financial products. Streamline your research and sell more effectively with FINTRX.

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