LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 27 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,780 | -15.3% | 14,175 | -17.8% | 0.00% | -25.0% |
| Q1 2023 | $303,267 | +15.6% | 17,236 | +12.8% | 0.00% | +33.3% |
| Q4 2022 | $262,367 | -4.2% | 15,285 | -6.1% | 0.00% | -25.0% |
| Q3 2022 | $274,000 | -40.3% | 16,285 | -39.5% | 0.00% | -42.9% |
| Q2 2022 | $459,000 | -19.5% | 26,910 | -11.2% | 0.01% | -12.5% |
| Q1 2022 | $570,000 | – | 30,310 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 395,939 | $7,172,427 | 4.99% |
| Swan Global Investments, LLC | 3,304,274 | $59,840,402 | 1.92% |
| KICKSTAND VENTURES, LLC. | 130,152 | $2,357,704 | 0.73% |
| Clearview Wealth Advisors LLC | 21,530 | $390,007 | 0.48% |
| Claybrook Capital, LLC | 20,000 | $362,300 | 0.21% |
| Syntegra Private Wealth Group, LLC | 59,310 | $1,074,405 | 0.17% |
| Beacon Pointe Advisors, LLC | 739,359 | $13,393,476 | 0.17% |
| Advisor Resource Council | 16,936 | $306,796 | 0.16% |
| Golden State Equity Partners | 20,880 | $378,241 | 0.10% |
| CWM, LLC | 643,148 | $11,651 | 0.07% |