D.A. DAVIDSON & CO. - LISTED FD TR ownership

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$362,664
-7.4%
13,140
-6.3%
0.00%0.0%
Q2 2023$391,579
-9.7%
14,020
-3.5%
0.00%
-20.0%
Q1 2023$433,579
+50.0%
14,535
+58.8%
0.01%
+66.7%
Q4 2022$289,1159,1550.00%
Other shareholders
LISTED FD TR shareholders Q4 2023
NameSharesValueWeighting ↓
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2,895,746$85,888,00013.74%
Core Alternative Capital 246,790$7,320,0001.54%
MBL Wealth, LLC 130,174$3,861,0001.34%
Frontier Wealth Management LLC 650,852$19,304,0001.33%
Strategic Point Investment Advisors, LLC 152,640$4,527,0001.11%
Hilltop Holdings Inc. 195,721$5,803,0000.64%
Gladstone Institutional Advisory LLC 79,282$2,3520.23%
Strategic Blueprint, LLC 43,629$1,294,0000.20%
Livingston Group Asset Management CO (operating as Southport Capital Management) 10,836$321,0000.13%
WADDELL & ASSOCIATES, LLC 19,995$593,0000.10%
View complete list of LISTED FD TR shareholders