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Get Institutions for : 
Trimtabs Donoghue Forlines Risk Managed Innovation (DFNV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    0
Total shares held : 
 1,628,672  
% of shares held : 
 5.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -89,626  
% of shares held change : 
   -0.3%  
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
 9,930
 0.61%
 
Increased Positions :
5
 27,260
 1.67%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
11
-117,213
-7.2%
 
Closed Positions :
1
-9,603
-0.59%
 
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 950 - 2023-12-31 834,473 $23,185,000 -72,902
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 922 *New 2024-03-31 251,469 $7,665,000 251,469
   MML INVESTORS SERVICES LLC 463 - 2023-12-31 271,589 $7,546,000 -21,441
   W. E. Donoghue & Co. LLC 9 - 2023-12-31 175,768 $4,883,000 21,369
   PROEQUITIES INC. - 2024-03-31 149,707 $4,563,000 -9,693
   LPL FINANCIAL CORP 3014 - 2023-12-31 35,685 $991,000 -512
   Envestnet Portfolio Solutions Inc. 862 - 2023-12-31 28,951 $804,000 -887
   Geneos Wealth Management Inc. - 2024-03-31 23,634 $720,000 -714
   GTS SECURITIES LLC 839 - 2023-12-31 20,569 $571,000 2,817
   Atria Wealth Solutions Inc. 1137 - 2023-12-31 20,011 $558,000 -1,685
   Wellington Wealth Strategies LLC. 42 - 2023-12-31 19,648 $546,000 0
   Tradition Wealth Management LLC 203 - 2023-12-31 17,016 $473,000 -978
   Global Retirement Partners LLC 620 - 2024-03-31 10,896 $332,000 -574
   Kestra Advisory Services LLC 1843 - 2023-12-31 10,589 $294,000 -481
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4502 *New 2023-12-31 9,930 $276,000 9,930
   Advisor Group Holdings Inc. 4098 - 2023-12-31 5,625 $156,000 -7,549
   FTB Advisors Inc. 837 - 2024-03-31 2,163 $66,000 300
   UBS Group AG 5416 - 2023-12-31 1,384 $38,000 1,384
   NBC SECURITIES INC. 2101 *New 2024-03-31 0 $1,000 0
   CITADEL ADVISORS LLC 5579 *Closed 2023-12-31 0 $0 -9,603
   MORGAN STANLEY 7383 - 2023-12-31 1 $0 1
  21 Records found
  1    
  Page 1 of 1
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