Purchases and Sales Made in Q1 2025 in Tidal ETF Tr Foliobeyond Risin (RISR)
This table provides information about the institutional ownership of Tidal ETF Tr Foliobeyond Risin (RISR) during Q1 2025. The information is specifically focused on institutions that hold shares of TIDAL ETF TR FOLIOBEYOND RISIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
562K+ 318.55% |
$20.4M - $20.9M
|
739K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
96.3K+ 1466.13% |
$3.48M - $3.58M
|
103K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
82.5KNew |
$2.99M - $3.07M
|
82.5K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.9K+ 30.17% |
$1.73M - $1.78M
|
207K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36.8KNew |
$1.33M - $1.37M
|
36.8K
$1.35M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
35.6KNew |
$1.29M - $1.32M
|
35.6K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.2K+ 158.37% |
$1.17M - $1.2M
|
52.6K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.1KNew |
$870K - $894K
|
24.1K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
17.3KNew |
$627K - $645K
|
17.3K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$424K - $436K
|
11.7K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 7.51% |
$417K - $429K
|
165K
$6.06M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11.4K+ 417.44% |
$412K - $424K
|
14.1K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.8KNew |
$390K - $401K
|
10.8K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.24K+ 73.01% |
$298K - $307K
|
19.5K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
7.43K+ 5.17% |
$269K - $276K
|
151K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.4KNew |
$268K - $275K
|
7.4K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.47KNew |
$234K - $241K
|
6.47K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.43K+ 13.31% |
$233K - $239K
|
54.7K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.16KNew |
$223K - $229K
|
6.16K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.32K+ 81.53% |
$192K - $198K
|
11.8K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91K+ 5.68% |
$105K - $108K
|
54.1K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.69K+ 8.24% |
$61K - $62.6K
|
22.1K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.19K+ 7.65% |
$43K - $44.1K
|
16.7K
$614K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
678+ 9.72% |
$24.5K - $25.2K
|
7.65K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
400+ 19.05% |
$14.5K - $14.9K
|
2.5K
$91.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
182New |
$6.59K - $6.77K
|
182
$6.68K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
165+ 33.0% |
$5.97K - $6.13K
|
665
$24.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
128New |
$4.63K - $4.76K
|
128
$4.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.03% |
$36.2 - $37.2
|
3.26K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-57- 0.04% |
$2.06K - $2.12K
|
151K
$5.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-389- 90.05% |
$14.1K - $14.5K
|
43
$1.58K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-511- 7.8% |
$18.5K - $19K
|
6.04K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-592- 8.04% |
$21.4K - $22K
|
6.77K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06K- 1.62% |
$38.2K - $39.3K
|
64.1K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.68K- 10.04% |
$60.7K - $62.3K
|
15K
$552K
|