Advisor Group, Inc. - EXCHANGE LISTED FDS TR ownership

EXCHANGE LISTED FDS TR's ticker is CEFS and the CUSIP is 30151E806. A total of 43 filers reported holding EXCHANGE LISTED FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Advisor Group, Inc. ownership history of EXCHANGE LISTED FDS TR
ValueSharesWeighting
Q1 2019$11,000
+10.0%
5500.0%0.00%
Q4 2018$10,000
-84.6%
550
-82.9%
0.00%
-100.0%
Q3 2018$65,000
+1.6%
3,2090.0%0.00%0.0%
Q2 2018$64,0003,2090.00%
Other shareholders
EXCHANGE LISTED FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Castle Rock Wealth Management, LLC 86,788$1,901,0000.65%
Lokken Investment Group LLC 37,467$797,0000.63%
ROVIN CAPITAL /UT/ /ADV 42,269$899,0000.62%
Adalta Capital Management LLC 14,521$309,0000.17%
Tidal Investments LLC 205,511$4,373,0000.16%
American Portfolios Advisors 185,478$3,946,9630.15%
3EDGE Asset Management, LP 46,964$999,0000.08%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 35,975$766,0000.05%
ACG Wealth 17,453$371,0000.05%
Gladstone Institutional Advisory LLC 21,791$4640.04%
View complete list of EXCHANGE LISTED FDS TR shareholders