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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 896 - 2024-03-31 968,100 $29,744,000 143,523
   MML INVESTORS SERVICES LLC 425 - 2024-03-31 313,194 $9,623,000 47,843
   PROEQUITIES INC. 60 - 2024-03-31 184,425 $5,666,000 27,248
   Envestnet Portfolio Solutions Inc. 809 - 2024-03-31 36,757 $1,129,000 8,681
   Geneos Wealth Management Inc. 374 - 2024-03-31 27,998 $860,000 2,287
   Atria Wealth Solutions Inc. 1041 - 2024-03-31 24,188 $743,000 3,618
   Tradition Wealth Management LLC 211 - 2024-03-31 18,121 $557,000 2,570
   GTS SECURITIES LLC 786 - 2024-03-31 16,355 $502,000 6,461
   Global Retirement Partners LLC 584 - 2024-03-31 12,867 $395,000 1,754
   Advisor Group Holdings Inc. 3722 - 2024-03-31 6,072 $187,000 161
   FTB Advisors Inc. 780 - 2024-03-31 2,459 $76,000 860

  11 Records found
  1    
  Page 1 of 1
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