EXCHANGE LISTED FDS TR's ticker is TDSB and the CUSIP is 30151E723. A total of 11 filers reported holding EXCHANGE LISTED FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $367,203 | – | 17,272 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 7,588,208 | $166,334,000 | 6.95% |
| GeoWealth Management, LLC | 1,062,265 | $23,222,000 | 3.11% |
| AVAII WEALTH MANAGEMENT, LLC | 75,617 | $1,653,000 | 1.77% |
| Selective Wealth Management, Inc. | 220,214 | $4,814,000 | 1.71% |
| Royal Fund Management, LLC | 9,812 | $214,000 | 0.04% |
| Orion Portfolio Solutions, LLC | 24,582 | $537,000 | 0.02% |
| AE Wealth Management LLC | 18,464 | $404,000 | 0.00% |
| JPMORGAN CHASE & CO | 9,757 | $213,000 | 0.00% |
| UBS Group AG | 1,182 | $26,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |