LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 29 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,858,547 | +36.7% | 95,211 | +23.2% | 0.00% | -100.0% |
Q1 2023 | $1,359,953 | +67.6% | 77,292 | +63.5% | 0.00% | – |
Q4 2022 | $811,578 | +96.5% | 47,281 | +92.8% | 0.00% | – |
Q3 2022 | $413,000 | -80.1% | 24,524 | -79.9% | 0.00% | -100.0% |
Q2 2022 | $2,076,000 | +296.2% | 121,819 | +353.8% | 0.00% | – |
Q4 2021 | $524,000 | – | 26,844 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RETIREMENT GUYS FORMULA LLC | 419,774 | $8,190,000 | 6.50% |
Grant/GrossMendelsohn, LLC | 202,638 | $3,894,000 | 3.09% |
Claybrook Capital, LLC | 90,000 | $1,756,000 | 0.82% |
Beacon Pointe Advisors, LLC | 1,341,177 | $26,166,000 | 0.68% |
Epic Trust Investment Advisors, LLC | 11,490 | $224,000 | 0.32% |
J.W. COLE ADVISORS, INC. | 128,755 | $2,512,000 | 0.16% |
CreativeOne Wealth, LLC | 154,972 | $3,024,000 | 0.15% |
Focus Financial Network, Inc. | 48,852 | $953,103 | 0.14% |
Clear Creek Financial Management, LLC | 34,137 | $666,000 | 0.10% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 26,465 | $516,000 | 0.08% |