Comprehensive Financial Consultants Institutional, Inc. Closed Holding Positions

Comprehensive Financial Consultants Institutional, Inc.

  • $259 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,348
$74.51 - $105.72 $175K - $248K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on May 11, 2022
197
$257.27 - $315.76 $50.7K - $62.2K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 11, 2022
1,612
$11.23 - $13.58 $18.1K - $21.9K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q1 2022 Filed on May 11, 2022
593
$14.77 - $16.8 $8.76K - $9.96K
EDOW
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on May 11, 2022
327
$29.53 - $32.27 $9.66K - $10.6K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 11, 2022
204
$162.73 - $226.47 $33.2K - $46.2K
FAN
First Tr Exchange Traded Fd Ii
Q1 2022 Filed on May 11, 2022
1,980
N/A
LEGR
First Tr ETF Indxx Innovation

ETFs
Q1 2022 Filed on May 11, 2022
1,500
$37.15 - $45.01 $55.7K - $67.5K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 11, 2022
802
$70.86 - $83.17 $56.8K - $66.7K
FEX
First Tr Large Cap Core Alphde

ETFs
Q1 2022 Filed on May 11, 2022
170
$82.76 - $92.23 $14.1K - $15.7K
FTA
First Tr Large Cap Value

ETFs
Q1 2022 Filed on May 11, 2022
1,097
$67.33 - $72.28 $73.9K - $79.3K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q1 2022 Filed on May 11, 2022
2,508
$48.85 - $50.03 $123K - $125K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 11, 2022
290
$52.95 - $56.95 $15.4K - $16.5K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
Q1 2022 Filed on May 11, 2022
292
$34.48 - $38.51 $10.1K - $11.2K
FHN
First Horizon Corp

Financial Services
Q1 2022 Filed on May 11, 2022
685
$16.74 - $23.87 $11.5K - $16.4K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
200
$50.06 - $66.81 $10K - $13.4K
ETR
Entergy Corp

Utilities
Q1 2022 Filed on May 11, 2022
6
$102.32 - $117.04 $614 - $702
EOG
Eog Resources Inc

Energy
Q1 2022 Filed on May 11, 2022
416
$91.16 - $124.51 $37.9K - $51.8K
EVRG
Evergy, Inc.

Utilities
Q1 2022 Filed on May 11, 2022
1,928
$60.2 - $68.34 $116K - $132K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 11, 2022
3,666
$39.56 - $47.63 $145K - $175K
FDX
Fedex Corp

Industrials
Q1 2022 Filed on May 11, 2022
20
$201.09 - $264.91 $4.02K - $5.3K
FDUS
Fidus Investment Corp

Financial Services
Q1 2022 Filed on May 11, 2022
4,564
$17.02 - $20.52 $77.7K - $93.7K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on May 11, 2022
3,384
$41.96 - $50.45 $142K - $171K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2022 Filed on May 11, 2022
27
$92.21 - $103.86 $2.49K - $2.8K
DDD
3 D Systems Corp

Technology
Q1 2022 Filed on May 11, 2022
260
$13.65 - $22.12 $3.55K - $5.75K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2022 Filed on May 11, 2022
106
$261.39 - $328.58 $27.7K - $34.8K
ELV
Elevance Health, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
50
$428.44 - $502.48 $21.4K - $25.1K
ARCH
Arch Resources, Inc.

Energy
Q1 2022 Filed on May 11, 2022
6
$91.11 - $157.68 $547 - $946
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
214
$67.89 - $93.49 $14.5K - $20K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 11, 2022
358
$52.29 - $96.99 $18.7K - $34.7K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 11, 2022
39
$22.98 - $41.0 $896 - $1.6K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on May 11, 2022
70
$38.15 - $63.26 $2.67K - $4.43K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on May 11, 2022
70
$68.48 - $120.67 $4.79K - $8.45K
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 11, 2022
9,649
$17.29 - $20.63 $167K - $199K
AEP
American Electric Power CO Inc

Utilities
Q1 2022 Filed on May 11, 2022
14
$84.64 - $99.77 $1.18K - $1.4K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on May 11, 2022
1,572
$12.84 - $19.34 $20.2K - $30.4K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
4,998
$16.89 - $19.56 $84.4K - $97.8K
ASIX
Advan Six Inc.

Basic Materials
Q1 2022 Filed on May 11, 2022
78
$34.2 - $56.84 $2.67K - $4.43K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
48
$131.59 - $186.64 $6.32K - $8.96K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
800
$3.25 - $5.17 $2.6K - $4.14K
ALR
Aleris Life Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
508
$2.02 - $3.09 $1.03K - $1.57K
ALLY
Ally Financial Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
31
$40.81 - $52.76 $1.27K - $1.64K
GOOG
Alphabet Inc.

Communication Services
Q1 2022 Filed on May 11, 2022
14
$126.46 - $148.04 $1.77K - $2.07K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q1 2022 Filed on May 11, 2022
34
$30.72 - $43.51 $1.04K - $1.48K
AEE
Ameren Corp

Utilities
Q1 2022 Filed on May 11, 2022
7
$83.25 - $93.82 $583 - $657
ADP
Automatic Data Processing Inc

Industrials
Q1 2022 Filed on May 11, 2022
56
$196.29 - $245.15 $11K - $13.7K
AZO
Autozone Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
15
$1794.28 - $2080.25 $26.9K - $31.2K
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on May 11, 2022
2,812
$42.91 - $53.82 $121K - $151K
CASY
Caseys General Stores Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
472
$171.83 - $201.15 $81.1K - $94.9K
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