EXCHANGE LISTED FDS TR's ticker is and the CUSIP is 30151E624. A total of 14 filers reported holding EXCHANGE LISTED FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $149,263 | +9.1% | 7,150 | +7.1% | 0.00% | 0.0% |
| Q1 2024 | $136,838 | +260.9% | 6,675 | +258.7% | 0.00% | – |
| Q4 2023 | $37,921 | +153.9% | 1,861 | +144.9% | 0.00% | – |
| Q3 2023 | $14,934 | -59.2% | 760 | -57.9% | 0.00% | -100.0% |
| Q2 2023 | $36,626 | +261514.3% | 1,806 | +156.5% | 0.00% | – |
| Q1 2023 | $14 | – | 704 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 5,537,485 | $115,599,975 | 2.80% |
| GeoWealth Management, LLC | 2,262,217 | $47,225,816 | 2.06% |
| Signal Advisors Wealth, LLC | 19,774 | $412,800 | 0.90% |
| MARIPAU WEALTH MANAGEMENT LLC | 14,801 | $308,985 | 0.21% |
| Selective Wealth Management, Inc. | 17,312 | $363,095 | 0.16% |
| Continuum Advisory, LLC | 26,470 | $552,585 | 0.08% |
| Mutual Advisors, LLC | 22,055 | $459,626 | 0.01% |
| AE Wealth Management LLC | 22,444 | $468,531 | 0.01% |
| TOWNSQUARE CAPITAL LLC | 14,671 | $306,276 | 0.00% |
| Tower Research Capital LLC (TRC) | 7,150 | $149,263 | 0.00% |