EXCHANGE LISTED FDS TR's ticker is TDSB and the CUSIP is 30151E723. A total of 12 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 | $22 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2024 | $41,769 | +41.9% | 1,890 | +39.0% | 0.00% | – |
| Q4 2023 | $29,433 | +50.2% | 1,360 | +43.5% | 0.00% | -100.0% |
| Q3 2023 | $19,595 | +643.4% | 948 | +658.4% | 0.00% | – |
| Q2 2023 | $2,636 | +65800.0% | 125 | -36.9% | 0.00% | – |
| Q1 2023 | $4 | – | 198 | +2100.0% | 0.00% | – |
| Q4 2022 | $0 | – | 9 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 3,375,162 | $74,193,484 | 1.80% |
| GeoWealth Management, LLC | 1,045,276 | $22,977,477 | 1.00% |
| Signal Advisors Wealth, LLC | 15,018 | $330,129 | 0.72% |
| Selective Wealth Management, Inc. | 31,778 | $700,044 | 0.31% |
| Continuum Advisory, LLC | 44,291 | $973,614 | 0.14% |
| Coppell Advisory Solutions LLC | 2,522 | $55,431 | 0.01% |
| AE Wealth Management LLC | 16,584 | $364,553 | 0.00% |
| Orion Portfolio Solutions, LLC | 9,954 | $218,817 | 0.00% |
| GTS SECURITIES LLC | 10,929 | $240,241 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |