Purchases and Sales Made in Q1 2024 in Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY) during Q1 2024. The information is specifically focused on institutions that hold shares of DONOGHUE FORLINES TACTICAL HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9K+ 169.94% |
$372K - $378K
|
28.4K
$599K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$224K - $228K
|
10.8K
$227K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$220K - $224K
|
10.6K
$223K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.61K+ 45.53% |
$138K - $140K
|
21.1K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.53K+ 23.2% |
$94.4K - $96K
|
24.1K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.2K+ 1.18% |
$45.8K - $46.5K
|
188K
$3.96M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
940+ 2.9% |
$19.6K - $19.9K
|
33.4K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
761+ 6.81% |
$15.8K - $16.1K
|
11.9K
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
306+ 2.4% |
$6.37K - $6.48K
|
13.1K
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
174+ 10.06% |
$3.62K - $3.68K
|
1.9K
$40.2K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20.8 - $21.2
|
1
$21.1
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-295- 95.47% |
$6.14K - $6.25K
|
14
$295
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.58K- 10.58% |
$32.9K - $33.4K
|
13.4K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.68K- 1.55% |
$35K - $35.6K
|
107K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.53K- 8.9% |
$52.8K - $53.6K
|
25.9K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.2K- 1.25% |
$87.4K - $88.9K
|
332K
$7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.11K- 4.86% |
$106K - $108K
|
100K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.04K- 30.78% |
$126K - $128K
|
13.6K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.29K- 49.09% |
$173K - $176K
|
8.6K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 1.07% |
$239K - $243K
|
1.06M
$22.5M
|