LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 27 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541 | -21.9% | 29,879 | -20.3% | 0.00% | 0.0% |
| Q2 2023 | $693 | -14.1% | 37,476 | -18.4% | 0.00% | -50.0% |
| Q1 2023 | $807 | -37.6% | 45,912 | -39.1% | 0.00% | -33.3% |
| Q4 2022 | $1,294 | -99.9% | 75,439 | -36.4% | 0.00% | -40.0% |
| Q3 2022 | $1,994,000 | -2.5% | 118,541 | -1.2% | 0.01% | 0.0% |
| Q2 2022 | $2,045,000 | -31.5% | 120,033 | -24.8% | 0.01% | -28.6% |
| Q1 2022 | $2,985,000 | -9.4% | 159,672 | -5.5% | 0.01% | 0.0% |
| Q4 2021 | $3,295,000 | +357.0% | 168,910 | +327.2% | 0.01% | +250.0% |
| Q3 2021 | $721,000 | +32.3% | 39,538 | +31.2% | 0.00% | +100.0% |
| Q2 2021 | $545,000 | – | 30,134 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 395,939 | $7,172,427 | 4.99% |
| Swan Global Investments, LLC | 3,304,274 | $59,840,402 | 1.92% |
| KICKSTAND VENTURES, LLC. | 130,152 | $2,357,704 | 0.73% |
| Clearview Wealth Advisors LLC | 21,530 | $390,007 | 0.48% |
| Claybrook Capital, LLC | 20,000 | $362,300 | 0.21% |
| Syntegra Private Wealth Group, LLC | 59,310 | $1,074,405 | 0.17% |
| Beacon Pointe Advisors, LLC | 739,359 | $13,393,476 | 0.17% |
| Advisor Resource Council | 16,936 | $306,796 | 0.16% |
| Golden State Equity Partners | 20,880 | $378,241 | 0.10% |
| CWM, LLC | 643,148 | $11,651 | 0.07% |