EXCHANGE LISTED FDS TR's ticker is TDSD and the CUSIP is 30151E699. A total of 11 filers reported holding EXCHANGE LISTED FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $366,130 | – | 16,612 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 6,746,459 | $147,410,000 | 6.43% |
| GeoWealth Management, LLC | 1,291,185 | $28,212,000 | 3.08% |
| Tevis Investment Management | 49,806 | $1,089,000 | 1.06% |
| AVAII WEALTH MANAGEMENT, LLC | 11,819 | $258,000 | 0.27% |
| Orion Portfolio Solutions, LLC | 129,802 | $2,836,000 | 0.11% |
| AE Wealth Management LLC | 444,399 | $9,710,000 | 0.08% |
| Selective Wealth Management, Inc. | 5,226 | $114,000 | 0.05% |
| Mutual Advisors, LLC | 19,552 | $427,000 | 0.02% |
| DAVIS R M INC | 12,832 | $280,000 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 94,003 | $2,054,000 | 0.00% |