LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 28 filers reported holding LISTED FD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,305,929 | -1.1% | 72,091 | +1.0% | 0.05% | +2.0% |
| Q2 2023 | $1,320,440 | +5.5% | 71,357 | +0.3% | 0.05% | 0.0% |
| Q1 2023 | $1,251,902 | +31297450.0% | 71,151 | +32993.5% | 0.05% | – |
| Q4 2022 | $4 | -99.9% | 215 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -94.9% | 215 | -94.9% | 0.00% | -100.0% |
| Q1 2022 | $79,000 | – | 4,217 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 419,774 | $8,190,000 | 6.50% |
| Grant/GrossMendelsohn, LLC | 202,638 | $3,894,000 | 3.09% |
| Claybrook Capital, LLC | 90,000 | $1,756,000 | 0.82% |
| Beacon Pointe Advisors, LLC | 1,341,177 | $26,166,000 | 0.68% |
| Epic Trust Investment Advisors, LLC | 11,490 | $224,000 | 0.32% |
| J.W. COLE ADVISORS, INC. | 128,755 | $2,512,000 | 0.16% |
| CreativeOne Wealth, LLC | 154,972 | $3,024,000 | 0.15% |
| Clear Creek Financial Management, LLC | 34,137 | $666,000 | 0.10% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 26,465 | $516,000 | 0.08% |
| OSAIC HOLDINGS, INC. | 1,043,798 | $20,365,000 | 0.04% |