NewEdge Advisors, LLC - EXCHANGE TRADED CONCEPTS TR ownership

EXCHANGE TRADED CONCEPTS TR's ticker is HTEC and the CUSIP is 301505723. A total of 41 filers reported holding EXCHANGE TRADED CONCEPTS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of EXCHANGE TRADED CONCEPTS TR
ValueSharesWeighting
Q3 2023$5,709
-73.9%
226
-68.9%
0.00%
Q2 2023$21,838
+0.9%
7260.0%0.00%
Q1 2023$21,641
+38.6%
726
-42.7%
0.00%
Q4 2022$15,616
-96.2%
1,266
-85.0%
0.00%
-100.0%
Q2 2021$406,000
-5.4%
8,435
-13.8%
0.01%
-15.4%
Q1 2021$429,0009,7800.01%
Other shareholders
EXCHANGE TRADED CONCEPTS TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cardinal Point Wealth Management LLC 215,512$9,823,0004.62%
SOL Capital Management CO 47,240$2,153,0000.43%
Stonebridge Financial Planning Group, LLC 13,580$660,0000.32%
GOFEN & GLOSSBERG LLC /IL/ 182,575$8,322,0000.20%
Ellis Investment Partners, LLC 13,095$596,0000.15%
Mascoma Wealth Management LLC 3,865$176,0000.07%
Migdal Insurance & Financial Holdings Ltd. 91,597$4,175,0000.04%
Almanack Investment Partners, LLC. 6,381$291,0000.03%
Gladstone Institutional Advisory LLC 5,441$2480.02%
Tidal Investments LLC 11,071$505,0000.02%
View complete list of EXCHANGE TRADED CONCEPTS TR shareholders