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Get Institutions for : 
Kfa Value Line Dynamic Core Equity Index Etf (KVLE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    0
Total shares held : 
 1,007,987  
% of shares held : 
 76.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 33,804  
% of shares held change : 
   2.58%  
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 :
2
 855,831
 84.9%
 
Increased Positions :
4
 30,460
 3.02%
 
Unchanged Positions :
6
 4,533
 0.45%
 
Decreased Positions :
2
-10,548
-1.05%
 
Closed Positions :
2
-841,939
-83.53%
 
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
   EQIS CAPITAL MANAGEMENT, INC. 9 *New 2023-12-31 854,208 $19,687,000 854,208
   ENVESTNET ASSET MANAGEMENT INC 2657 - 2023-12-31 62,228 $1,434,000 -4,136
   ORG Partners LLC 131 - 2023-12-31 30,711 $708,000 200
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3773 - 2023-12-31 21,635 $499,000 9,772
   GTS SECURITIES LLC 920 - 2023-12-31 20,308 $468,000 20,308
   Envestnet Portfolio Solutions Inc. 1356 - 2023-12-31 11,481 $265,000 180
   CWM LLC 2179 - 2024-03-31 2,391 $58,000 0
   UBS Group AG 5426 *New 2023-12-31 1,623 $37,000 1,623
   Global Retirement Partners LLC 1529 - 2024-03-31 1,478 $36,000 13
   Advisor Group Holdings Inc. 5212 - 2023-12-31 1,260 $29,000 -6,412
   Geneos Wealth Management Inc. - 2024-03-31 300 $7,000 0
   EverSource Wealth Advisors LLC 1774 - 2023-12-31 243 $6,000 0
   TUCKER ASSET MANAGEMENT LLC 581 - 2023-12-31 217 $5,000 0
   EPG Wealth Management LLC 405 - 2023-12-31 134 $3,000 0
   Strategic Investment Solutions Inc. /IL 657 *Closed 2023-12-31 0 $0 -6,300
   3D/L Capital Management LLC 48 *Closed 2023-12-31 0 $0 -835,639
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  17 Records found
  1    
  Page 1 of 1
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