EXCHANGE LISTED FDS TR's ticker is TDSD and the CUSIP is 30151E699. A total of 11 filers reported holding EXCHANGE LISTED FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | – | 93 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 10,615,705 | $262,208,000 | 10.14% |
| GeoWealth Management, LLC | 1,453,057 | $37,081,000 | 3.26% |
| Tevis Investment Management | 38,128 | $973,000 | 0.88% |
| AVAII WEALTH MANAGEMENT, LLC | 11,260 | $287,000 | 0.26% |
| Selective Wealth Management, Inc. | 15,982 | $408,000 | 0.15% |
| Orion Portfolio Solutions, LLC | 115,355 | $2,944,000 | 0.10% |
| AE Wealth Management LLC | 488,975 | $12,479,000 | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 51,365 | $1,311,000 | 0.00% |
| UBS Group AG | 2,162 | $55,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 10,318 | $263,000 | 0.00% |