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 | $15,180 | +57.8% | 838 | +61.2% | 0.00% | – |
| Q2 2023 | $9,622 | +148.6% | 520 | +136.4% | 0.00% | – |
| Q1 2023 | $3,871 | +2.5% | 220 | 0.0% | 0.00% | – |
| Q4 2022 | $3,776 | -65.7% | 220 | -61.7% | 0.00% | -100.0% |
| Q4 2021 | $11,000 | -56.0% | 575 | -58.2% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | +150.0% | 1,375 | +139.1% | 0.00% | – |
| Q2 2021 | $10,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | – | 575 | – | 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% |