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Get Institutions for : 
Donoghue Forlines Yield Enhanced Real Asset Etf (DFRA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    0
Total shares held : 
 1,793,400  
% of shares held : 
 7.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -54,756  
% of shares held change : 
   -0.23%  
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
 23,349
 1.3%
 
Increased Positions :
4
 9,129
 0.51%
 
Unchanged Positions :
2
 27,302
 1.52%
 
Decreased Positions :
11
-86,844
-4.84%
 
Closed Positions :
1
-390
-0.02%
 
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 934 - 2023-12-31 824,577 $23,816,000 -38,405
   W. E. Donoghue & Co. LLC 4 - 2023-12-31 343,431 $9,919,000 -16,269
   MML INVESTORS SERVICES LLC 457 - 2023-12-31 265,351 $7,664,000 -13,077
   PROEQUITIES INC. - 2024-03-31 184,425 $5,666,000 27,248
   Geneos Wealth Management Inc. - 2024-03-31 27,998 $860,000 2,287
   Envestnet Portfolio Solutions Inc. 853 - 2023-12-31 28,076 $811,000 -104
   LPL FINANCIAL CORP 3237 - 2023-12-31 26,776 $773,000 0
   CITADEL ADVISORS LLC 3300 *New 2023-12-31 23,349 $674,000 23,349
   Atria Wealth Solutions Inc. 1107 - 2023-12-31 20,570 $594,000 -761
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3588 - 2023-12-31 19,551 $565,000 6,110
   Wellington Wealth Strategies LLC. 44 - 2023-12-31 18,472 $534,000 0
   Tradition Wealth Management LLC 213 - 2023-12-31 15,551 $449,000 -918
   Global Retirement Partners LLC 584 - 2024-03-31 12,867 $395,000 1,754
   Kestra Advisory Services LLC 1671 - 2023-12-31 13,408 $387,000 -318
   GTS SECURITIES LLC 1126 - 2023-12-31 9,894 $286,000 -9,520
   Advisor Group Holdings Inc. 4031 - 2023-12-31 5,911 $171,000 -6,731
   FTB Advisors Inc. 780 - 2024-03-31 2,459 $76,000 860
   UBS Group AG 5666 - 2023-12-31 829 $24,000 810
   MORGAN STANLEY 6294 - 2023-12-31 526 $15,000 0
   NBC SECURITIES INC. 2016 *New 2024-03-31 0 $1,000 0
   ROYAL BANK OF CANADA 6871 *Closed 2023-12-31 0 $0 -390
  21 Records found
  1    
  Page 1 of 1
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