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Get Institutions for : 
Trimtabs Donoghue Forlines Tactical High Yield Etf (DFHY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    1
Total shares held : 
2,018,503  
% of shares held : 
9.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-72,324  
% of shares held change : 
  -0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 14,521
 0.72%
 
Increased Positions :
6
 16,582
 0.82%
 
Unchanged Positions :
1
 284
 0.01%
 
Decreased Positions :
12
-103,427
-5.12%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ENVESTNET ASSET MANAGEMENT INC 965 - 2023-12-31 1,075,700 $22,600,000 -42,747
   MML INVESTORS SERVICES LLC 478 - 2023-12-31 336,180 $7,063,000 -4,329
   PROEQUITIES INC. - 2024-03-31 187,809 $3,968,000 2,198
   Envestnet Portfolio Solutions Inc. 558 - 2023-12-31 108,535 $2,280,000 -7,860
   Atria Wealth Solutions Inc. 568 - 2023-12-31 105,214 $2,214,000 -8,026
   Geneos Wealth Management Inc. - 2024-03-31 33,356 $705,000 940
   GTS SECURITIES LLC 822 - 2023-12-31 28,482 $598,000 10,707
   LPL FINANCIAL CORP 3599 - 2023-12-31 24,077 $506,000 -408
   Wellington Wealth Strategies LLC. 50 - 2023-12-31 20,082 $422,000 0
   Kestra Advisory Services LLC 1625 - 2023-12-31 19,610 $412,000 -52
   CITADEL ADVISORS LLC 3782 - 2023-12-31 19,541 $411,000 592
   Advisor Group Holdings Inc. 3432 - 2023-12-31 16,897 $355,000 -7,627
   Tradition Wealth Management LLC 266 - 2023-12-31 14,930 $314,000 -906
   Orion Portfolio Solutions LLC 1390 *New 2023-12-31 14,521 $304,000 14,521
   Global Retirement Partners LLC 678 - 2024-03-31 13,075 $276,000 306
   W. E. Donoghue & Co. LLC 208 - 2023-12-31 11,177 $235,000 -68
   JANE STREET GROUP LLC 4672 - 2023-12-31 10,519 $221,000 -29,296
   FTB Advisors Inc. 1062 - 2024-03-31 1,904 $40,000 174
   HARBOUR INVESTMENTS INC. 2332 - 2023-12-31 284 $6,000 0
   UBS Group AG 6328 - 2023-12-31 309 $6,000 301
   NBC SECURITIES INC. 1998 *New 2024-03-31 0 $1,000 0
   MORGAN STANLEY 7380 - 2023-12-31 1 $0 -16

  22 Records found
  1    
  Page 1 of 1
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