LISTED FD TR's ticker is HLAL and the CUSIP is 53656F607. A total of 19 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,529 | -33.3% | 6,673 | -31.0% | 0.23% | -33.9% |
| Q2 2023 | $414,360 | +18.2% | 9,670 | +7.5% | 0.35% | +2.3% |
| Q1 2023 | $350,691 | -25.0% | 8,999 | -30.0% | 0.35% | -25.1% |
| Q4 2022 | $467,883 | +20.3% | 12,861 | +10.6% | 0.46% | +17.3% |
| Q3 2022 | $389,000 | -17.4% | 11,626 | -13.2% | 0.39% | -15.3% |
| Q2 2022 | $471,000 | +97.9% | 13,400 | +134.1% | 0.46% | +148.7% |
| Q1 2022 | $238,000 | – | 5,724 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 33,247 | $1,377,770 | 1.61% |
| Kaizen Financial Strategies | 6,673 | $276,529 | 0.23% |
| Legacy Capital Group California, Inc. | 11,676 | $483,853 | 0.21% |
| Vishria Bird Financial Group, LLC | 6,600 | $274 | 0.16% |
| Farther Finance Advisors, LLC | 15,147 | $627,692 | 0.10% |
| Walkner Condon Financial Advisors LLC | 8,017 | $332,224 | 0.09% |
| Laidlaw Wealth Management LLC | 5,473 | $226,801 | 0.08% |
| MISSION WEALTH MANAGEMENT, LP | 33,742 | $1,398,269 | 0.05% |
| Strengthening Families & Communities, LLC | 1,610 | $67 | 0.03% |
| Apollon Wealth Management, LLC | 12,331 | $510,997 | 0.03% |