LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 26 filers reported holding LISTED FD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,021 | +15.7% | 19,543 | +18.2% | 0.00% | 0.0% |
| Q2 2023 | $305,975 | -76.0% | 16,535 | -77.2% | 0.00% | -66.7% |
| Q1 2023 | $1,273,913 | +119628.7% | 72,402 | +16.8% | 0.00% | 0.0% |
| Q4 2022 | $1,064 | -99.9% | 61,979 | -29.8% | 0.00% | -25.0% |
| Q3 2022 | $1,486,000 | +40.9% | 88,320 | +42.7% | 0.00% | +33.3% |
| Q2 2022 | $1,055,000 | – | 61,886 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 395,939 | $7,172,427 | 4.99% |
| Swan Global Investments, LLC | 3,304,274 | $59,840,402 | 1.92% |
| KICKSTAND VENTURES, LLC. | 130,152 | $2,357,704 | 0.73% |
| Clearview Wealth Advisors LLC | 21,530 | $390,007 | 0.48% |
| Claybrook Capital, LLC | 20,000 | $362,300 | 0.21% |
| Syntegra Private Wealth Group, LLC | 59,310 | $1,074,405 | 0.17% |
| Beacon Pointe Advisors, LLC | 739,359 | $13,393,476 | 0.17% |
| Advisor Resource Council | 16,936 | $306,796 | 0.16% |
| Golden State Equity Partners | 20,880 | $378,241 | 0.10% |
| CWM, LLC | 643,148 | $11,651 | 0.07% |