Purchases and Sales Made in Q4 2023 in Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.5KNew |
$288K - $307K
|
14.5K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7K+ 60.24% |
$212K - $227K
|
28.5K
$601K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.33K+ 22.26% |
$46.1K - $49.2K
|
12.8K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.3K+ 1.26% |
$45.7K - $48.8K
|
186K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
592+ 3.12% |
$11.7K - $12.5K
|
19.5K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
353+ 25.64% |
$7K - $7.47K
|
1.73K
$36.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
301+ 3762.5% |
$5.97K - $6.37K
|
309
$6.52K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.8 - $21.2
|
1
$21.1
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16- 94.12% |
$317 - $339
|
1
$21.1
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52- 0.26% |
$1.03K - $1.1K
|
19.6K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-68- 0.6% |
$1.35K - $1.44K
|
11.2K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-408- 1.67% |
$8.09K - $8.63K
|
24.1K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-906- 5.72% |
$18K - $19.2K
|
14.9K
$315K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.09K- 6.06% |
$41.5K - $44.3K
|
32.4K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.33K- 1.27% |
$85.8K - $91.6K
|
336K
$7.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.63K- 31.1% |
$151K - $161K
|
16.9K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.86K- 6.75% |
$156K - $166K
|
109K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.03K- 7.09% |
$159K - $170K
|
105K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.3K- 73.58% |
$581K - $620K
|
10.5K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.7K- 3.82% |
$847K - $905K
|
1.08M
$22.7M
|