Purchases and Sales Made in Q3 2024 in Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.4KNew |
$237K - $250K
|
11.4K
$241K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.41K+ 2.62% |
$175K - $184K
|
330K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.08K+ 8.26% |
$63.9K - $67.3K
|
40.3K
$851K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 1.3% |
$27.3K - $28.7K
|
102K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 1.06% |
$21.2K - $22.4K
|
97.8K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 3.12% |
$20.8K - $21.9K
|
33.1K
$698K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
319+ 0.03% |
$6.63K - $6.98K
|
1.02M
$21.5M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7+ 0.07% |
$145 - $153
|
10.5K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20.8 - $21.9
|
1
$21.1
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67- 0.54% |
$1.39K - $1.47K
|
12.3K
$259K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-167- 0.79% |
$3.47K - $3.65K
|
20.9K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 7.83% |
$21.5K - $22.6K
|
12.2K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.08K- 72.53% |
$22.4K - $23.6K
|
409
$8.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 11.66% |
$29.5K - $31.1K
|
10.8K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.76K- 19.63% |
$36.6K - $38.5K
|
7.21K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.16K- 23.66% |
$65.6K - $69.1K
|
10.2K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 13.46% |
$75.1K - $79.1K
|
23.2K
$490K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.99K- 3.25% |
$124K - $131K
|
178K
$3.76M
|