LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 33 filers reported holding LISTED FD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,845 | -2.1% | 14,289 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $264,414 | -8.9% | 14,289 | -13.4% | 0.05% | -16.4% |
| Q1 2023 | $290,388 | -58.1% | 16,504 | -59.1% | 0.06% | -63.8% |
| Q4 2022 | $692,711 | -9.1% | 40,356 | -10.9% | 0.15% | -9.5% |
| Q3 2022 | $762,000 | -15.2% | 45,291 | -14.2% | 0.17% | -10.6% |
| Q2 2022 | $899,000 | -23.7% | 52,783 | -16.2% | 0.19% | +1.6% |
| Q1 2022 | $1,178,000 | +76.9% | 62,973 | +84.5% | 0.18% | +85.0% |
| Q4 2021 | $666,000 | +89.2% | 34,137 | +76.7% | 0.10% | +75.4% |
| Q3 2021 | $352,000 | – | 19,315 | – | 0.06% | – |
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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% |