LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 33 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,159 | +266.4% | 15,576 | +274.3% | 0.01% | +350.0% |
| Q2 2023 | $76,998 | +47.7% | 4,161 | +40.4% | 0.00% | 0.0% |
| Q1 2023 | $52,134 | +8.5% | 2,963 | +5.9% | 0.00% | 0.0% |
| Q4 2022 | $48,028 | +433.6% | 2,798 | +408.7% | 0.00% | – |
| Q3 2022 | $9,000 | -91.3% | 550 | -90.9% | 0.00% | -100.0% |
| Q2 2022 | $103,000 | +66.1% | 6,050 | +83.3% | 0.01% | +150.0% |
| Q1 2022 | $62,000 | -21.5% | 3,300 | -18.5% | 0.00% | -33.3% |
| Q4 2021 | $79,000 | +125.7% | 4,050 | +113.2% | 0.00% | +200.0% |
| Q3 2021 | $35,000 | – | 1,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 421,986 | $7,424,836 | 5.32% |
| Claybrook Capital, LLC | 65,000 | $1,143,675 | 0.64% |
| Clearview Wealth Advisors LLC | 24,059 | $423,333 | 0.43% |
| Beacon Pointe Advisors, LLC | 1,331,380 | $23,425,636 | 0.40% |
| TCWP LLC | 108,897 | $1,916,043 | 0.36% |
| Syntegra Private Wealth Group, LLC | 45,071 | $793,029 | 0.14% |
| Golden State Equity Partners | 13,031 | $229,280 | 0.12% |
| MGO ONE SEVEN LLC | 108,897 | $1,916,043 | 0.12% |
| CreativeOne Wealth, LLC | 78,285 | $1,377 | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 25,783 | $453,655 | 0.06% |