CREATIVE FINANCIAL DESIGNS INC /ADV - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 15 filers reported holding LISTED FD TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$425,488
-4.1%
23,488
-2.1%
0.05%
-3.8%
Q2 2023$443,801
-2.2%
23,983
-7.0%
0.05%
-11.9%
Q1 2023$453,655
-10.8%
25,783
-12.9%
0.06%
-21.3%
Q4 2022$508,324
-5.3%
29,614
-7.2%
0.08%
-14.8%
Q3 2022$537,000
-4.6%
31,901
-3.4%
0.09%
-4.3%
Q2 2022$563,000
-4.6%
33,029
+4.7%
0.09%
+2.2%
Q1 2022$590,000
+14.3%
31,553
+19.2%
0.09%
+15.4%
Q4 2021$516,000
+73.2%
26,465
+62.1%
0.08%
+59.2%
Q3 2021$298,000
+73.3%
16,330
+71.8%
0.05%
+63.3%
Q2 2021$172,000
+156.7%
9,505
+145.0%
0.03%
+130.8%
Q1 2021$67,0003,8800.01%
Other shareholders
LISTED FD TR shareholders Q3 2021
NameSharesValueWeighting ↓
Grant/GrossMendelsohn, LLC 199,488$3,770,0002.99%
Claybrook Capital, LLC 90,000$1,643,0000.83%
Beacon Pointe Advisors, LLC 1,084,450$19,791,0000.49%
Brookstone Capital Management 231,763$4,260,0000.08%
Clear Creek Financial Management, LLC 19,315$352,0000.06%
CREATIVE FINANCIAL DESIGNS INC /ADV 16,330$298,0000.05%
OSAIC HOLDINGS, INC. 949,863$17,334,0000.04%
Kingsview Wealth Management, LLC 20,135$367,0000.02%
NEXT Financial Group, Inc 3,415$62,0000.01%
Cambridge Investment Research Advisors, Inc. 54,945$1,003,0000.01%
View complete list of LISTED FD TR shareholders