Lokken Investment Group LLC - EXCHANGE LISTED FDS TR ownership

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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%.

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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$797,000–37,467–0.63%–
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Other shareholders
EXCHANGE LISTED FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
ROVIN CAPITAL /UT/ /ADV 45,216$8260.39%
Adalta Capital Management LLC 30,349$5540.39%
Consolidated Portfolio Review Corp 47,419$865,7920.23%
Thomas J. Herzfeld Advisors, Inc. 22,630$413,1830.17%
Tidal Investments LLC 452,820$8,2620.14%
3EDGE Asset Management, LP 58,572$1,069,4160.08%
Ahrens Investment Partners LLC 7,831$142,9810.07%
Gladstone Institutional Advisory LLC 46,308$845,5000.06%
Circle Wealth Management, LLC 19,748$360,5630.05%
Avior Wealth Management, LLC 34,693$633,4310.04%
View complete list of EXCHANGE LISTED FDS TR shareholders