Institutional Ownership Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 88,345 shares, which have been reported (via 13F filing form) to have a value of $1.72 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,916
shares
|
$642,520
0.03% of portfolio
|
Q4 2020
Reduced 94.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,069
shares
|
$294,146
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,339
shares
|
$260,377
0.01% of portfolio
|
Q3 2025
Reduced 62.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,231
shares
|
$258,269
0.0% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,819
shares
|
$172,146
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,145
shares
|
$41,870
0.0% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,858
shares
|
$36,268
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
967
shares
|
$18,875
0.0% of portfolio
|
Q3 2025
Added 22.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|