Mutual Advisors, LLC - EXCHANGE LISTED FDS TR ownership

EXCHANGE LISTED FDS TR's ticker is TDSB and the CUSIP is 30151E723. A total of 12 filers reported holding EXCHANGE LISTED FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of EXCHANGE LISTED FDS TR
ValueSharesWeighting
Q2 2023$270,618
-3.7%
12,832
-4.1%
0.01%
-16.7%
Q1 2023$281,032
-22.1%
13,376
-21.1%
0.01%
-25.0%
Q4 2022$360,529
-11.9%
16,958
-10.5%
0.02%
-23.8%
Q3 2022$409,000
-45.5%
18,949
-38.3%
0.02%
-62.5%
Q4 2020$750,00030,7350.06%
Other shareholders
EXCHANGE LISTED FDS TR shareholders Q4 2020
NameSharesValueWeighting ↓
Foundations Investment Advisors, LLC 7,588,208$166,334,0006.95%
GeoWealth Management, LLC 1,062,265$23,222,0003.11%
AVAII WEALTH MANAGEMENT, LLC 75,617$1,653,0001.77%
Selective Wealth Management, Inc. 220,214$4,814,0001.71%
Royal Fund Management, LLC 9,812$214,0000.04%
Orion Portfolio Solutions, LLC 24,582$537,0000.02%
AE Wealth Management LLC 18,464$404,0000.00%
JPMORGAN CHASE & CO 9,757$213,0000.00%
UBS Group AG 1,182$26,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of EXCHANGE LISTED FDS TR shareholders