EXCHANGE LISTED FDS TR's ticker is TDSC and the CUSIP is 30151E715. A total of 13 filers reported holding EXCHANGE LISTED FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $198,000 | +2100.0% | 8,600 | +2295.5% | 0.00% | – |
Q1 2022 | $9,000 | -10.0% | 359 | 0.0% | 0.00% | – |
Q4 2021 | $10,000 | -33.3% | 359 | -35.8% | 0.00% | – |
Q3 2021 | $15,000 | -16.7% | 559 | -15.2% | 0.00% | – |
Q2 2021 | $18,000 | -57.1% | 659 | -60.3% | 0.00% | – |
Q1 2021 | $42,000 | -85.9% | 1,659 | -86.2% | 0.00% | – |
Q4 2020 | $297,000 | – | 12,059 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Foundations Investment Advisors, LLC | 18,422,270 | $456,135,000 | 29.98% |
GeoWealth Management, LLC | 2,620,914 | $64,576,000 | 10.36% |
Mutual Advisors, LLC | 298,827 | $7,363,000 | 0.55% |
Simplicity Solutions, LLC | 540,982 | $13,330,000 | 0.20% |
AE Wealth Management LLC | 542,724 | $13,373,000 | 0.15% |
Semmax Financial Advisors Inc. | 11,777 | $290,000 | 0.12% |
WELLS FARGO & COMPANY/MN | 12,059 | $297,000 | 0.00% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
Citadel Advisors | 9,899 | $244,000 | 0.00% |