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Unlimited Hfnd Multi-strategy Return Tracker Etf (HFND)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 633,514  
% of shares held : 
 32.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 72,613  
% of shares held change : 
   3.76%  
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 :
5
 166,877
 26.34%
 
Increased Positions :
5
 28,237
 4.46%
 
Unchanged Positions :
2
 9,324
 1.47%
 
Decreased Positions :
4
-47,272
-7.46%
 
Closed Positions :
3
-75,229
-11.87%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Empire Financial Management Company LLC 20 *New 2023-12-31 142,601 $2,968,000 142,601
   Harwood Advisory Group LLC 41 - 2023-12-31 124,552 $2,593,000 -10,225
   GTS SECURITIES LLC 647 - 2023-12-31 42,435 $883,000 24,068
   Fermata Advisors LLC 118 - 2024-03-31 19,539 $427,000 2,006
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1842 - 2024-03-31 15,059 $329,000 -90,526
   Kestra Advisory Services LLC 1798 - 2023-12-31 15,180 $316,000 -20,432
   COMERICA BANK 2109 *New 2023-12-31 13,858 $288,000 13,858
   Sowell Financial Services LLC - 2023-12-31 10,873 $226,000 181
   CITADEL ADVISORS LLC 4359 *New 2023-12-31 10,392 $216,000 10,392
   Hobbs Group Advisors LLC 121 - 2023-12-31 9,324 $194,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 4,242 $88,000 70
   UBS Group AG 5831 - 2023-12-31 871 $18,000 807
   ADVISORY SERVICES NETWORK, LLC 3444 *New 2023-12-31 25 $1,000 25
   Ritter Daniher Financial Advisory LLC / DE 341 *Closed 2023-12-31 0 $0 -55
   Lionsbridge Wealth Management LLC 54 *Closed 2023-12-31 0 $0 -39,113
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 533 *Closed 2023-12-31 0 $0 -36,061
   PROEQUITIES INC. 7173 - 2023-12-31 0 $0 0
   MORGAN STANLEY 7622 *New 2023-12-31 1 $0 1
   Elevated Capital Advisors LLC 183 *Closed 2024-03-31 0 $0 -136,042
  19 Records found
  1    
  Page 1 of 1
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