Selective Wealth Management, Inc. - EXCHANGE LISTED FDS TR ownership

EXCHANGE LISTED FDS TR's ticker is TDSE and the CUSIP is 30151E681. A total of 13 filers reported holding EXCHANGE LISTED FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of EXCHANGE LISTED FDS TR
ValueSharesWeighting
Q3 2022$77,0000.0%3,3930.0%0.03%
+22.2%
Q2 2022$77,000
-12.5%
3,3930.0%0.03%
-15.6%
Q1 2022$88,000
-12.9%
3,3930.0%0.03%
-22.0%
Q4 2021$101,000
+248.3%
3,393
+233.3%
0.04%
+173.3%
Q3 2021$29,0001,0180.02%
Other shareholders
EXCHANGE LISTED FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
Foundations Investment Advisors, LLC 5,230,591$151,530,0005.70%
GeoWealth Management, LLC 1,196,715$35,720,0002.91%
AVAII WEALTH MANAGEMENT, LLC 25,610$764,0000.77%
Selective Wealth Management, Inc. 3,393$101,0000.04%
AE Wealth Management LLC 144,803$4,322,0000.03%
Orion Portfolio Solutions, LLC 11,282$337,0000.01%
CWM, LLC 3,212$96,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 823$25,0000.00%
Citadel Advisors 11,488$343,0000.00%
View complete list of EXCHANGE LISTED FDS TR shareholders