Lokken Investment Group LLC - EXCHANGE LISTED FDS TR ownership

EXCHANGE LISTED FDS TR's ticker is CEFS and the CUSIP is 30151E806. A total of 28 filers reported holding EXCHANGE LISTED FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of EXCHANGE LISTED FDS TR
ValueSharesWeighting
Q3 2022$622,000
-7.3%
37,313
-4.3%
0.54%
-1.5%
Q2 2022$671,000
-8.7%
38,998
-0.6%
0.54%
-6.7%
Q1 2022$735,000
-8.1%
39,241
+1.5%
0.58%
+2.1%
Q4 2021$800,000
+0.4%
38,677
+3.2%
0.57%
-9.7%
Q3 2021$797,00037,4670.63%
Other shareholders
EXCHANGE LISTED FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Castle Rock Wealth Management, LLC 86,788$1,901,0000.65%
Lokken Investment Group LLC 37,467$797,0000.63%
ROVIN CAPITAL /UT/ /ADV 42,269$899,0000.62%
Adalta Capital Management LLC 14,521$309,0000.17%
Tidal Investments LLC 205,511$4,373,0000.16%
American Portfolios Advisors 185,478$3,946,9630.15%
3EDGE Asset Management, LP 46,964$999,0000.08%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 35,975$766,0000.05%
ACG Wealth 17,453$371,0000.05%
Gladstone Institutional Advisory LLC 21,791$4640.04%
View complete list of EXCHANGE LISTED FDS TR shareholders