J.W. COLE ADVISORS, INC. - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 12 filers reported holding LISTED FD TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of LISTED FD TR
ValueSharesWeighting
Q1 2022$4,434,000
+76.5%
237,130
+84.2%
0.30%
+81.1%
Q4 2021$2,512,000
+59.4%
128,755
+47.8%
0.16%
+32.3%
Q2 2021$1,576,00087,1100.12%
Other shareholders
LISTED FD TR shareholders Q2 2021
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 419,774$8,190,0006.50%
Grant/GrossMendelsohn, LLC 202,638$3,894,0003.09%
Claybrook Capital, LLC 90,000$1,756,0000.82%
Beacon Pointe Advisors, LLC 1,341,177$26,166,0000.68%
Epic Trust Investment Advisors, LLC 11,490$224,0000.32%
J.W. COLE ADVISORS, INC. 128,755$2,512,0000.16%
CreativeOne Wealth, LLC 154,972$3,024,0000.15%
Focus Financial Network, Inc. 48,852$953,1030.14%
Clear Creek Financial Management, LLC 34,137$666,0000.10%
CREATIVE FINANCIAL DESIGNS INC /ADV 26,465$516,0000.08%
View complete list of LISTED FD TR shareholders