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 104,478 shares, which have been reported (via 13F filing form) to have a value of $2.04 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
35,808
shares
|
$698,972
0.03% of portfolio
|
Q2 2025
Added 64.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,916
shares
|
$642,520
0.03% of portfolio
|
Q4 2020
Reduced 94.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,963
shares
|
$311,597
0.0% of portfolio
|
Q2 2025
Reduced 28.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,728
shares
|
$287,490
0.0% of portfolio
|
Q2 2025
Added 46.23%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,145
shares
|
$41,870
0.0% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,201
shares
|
$23,443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
929
shares
|
$18,134
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
787
shares
|
$15,362
0.0% of portfolio
|
Q2 2025
Added 42.06%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 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
|