Rfg Advisory, LLC Incresed Positions in Q1 2025

Rfg Advisory, LLC

  • $3.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UYLD
Angel Oak Fds Tr Ultrashort In
6.74K
+ 89.42%
N/A
14.3K $0
LCTD
Blackrock ETF World Ex Us Carb
740
+ 12.88%
N/A
6.49K $0
Blackrock ETF Trust Ii
285
+ 0.81%
N/A
35.5K $0
OALC
Unified Ser Tr Oneascent Large
17K
+ 32.41%
N/A
69.6K $0
Angel Oak Funds Trust
24.6K
+ 50.99%
N/A
73K $0
OAIM
Unified Ser Tr Oneascent Intl
12.5K
+ 36.11%
N/A
47K $0
Canadian Pacific Kansas City
176
+ 2.37%
N/A
7.6K $0
TAFI
Ab Active Etfs Inc Tax Aware S
2.17K
+ 12.09%
N/A
20.1K $0
Dimensional ETF Trust
250K
+ 3779.54%
N/A
257K $0
Dimensional ETF Trust
108K
+ 61.33%
N/A
284K $0
Sp Funds Trust
26.7K
+ 35.26%
N/A
102K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
20.2K
+ 81.38%
N/A
44.9K $0
FTGS
First Tr Exchange Traded Fd Gr
6.56K
+ 33.01%
N/A
26.4K $0
First Tr Exchng Traded Fd Vi
197
+ 1.19%
N/A
16.8K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
25.5K
+ 95.0%
N/A
52.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
17.7K
+ 23.82%
N/A
92K $0
Pimco ETF Tr
31.1K
+ 116.57%
N/A
57.8K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.02%
N/A
4.76K $193K
Doubleline ETF Trust
22.5K
+ 124.8%
N/A
40.6K $0
Dimensional ETF Trust
119K
+ 34.46%
N/A
465K $0
FTLS
First Tr Long/Short Equity ETF

ETFs
119
+ 3.37%
$63.42 - $68.17 $7.55K - $8.11K
3.65K $231K
VV
Vanguard Large Cap ETF

ETFs
78
+ 5.29%
$253.32 - $282.66 $19.8K - $22K
1.55K $396K
DDOG
Datadog, Inc.

Technology
865
+ 42.42%
$98.68 - $151.89 $85.4K - $131K
2.9K $288K
FXL
First Tr Exchange Traded Fd Fi

ETFs
716
+ 11.23%
$131.2 - $160.72 $93.9K - $115K
7.09K $943K
VOT
Vanguard Mid Cap Growth Index

ETFs
82
+ 3.51%
$237.72 - $276.98 $19.5K - $22.7K
2.42K $589K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
36
+ 0.45%
$48.25 - $52.09 $1.74K - $1.88K
8.11K $396K
GLW
Corning Inc

Technology
215
+ 2.56%
$44.91 - $54.25 $9.66K - $11.7K
8.63K $395K
FMF
First Trust Managed Futures St

ETFs
184
+ 1.93%
$45.87 - $48.39 $8.44K - $8.9K
9.74K $449K
PEG
Public Service Enterprise Group Inc

Utilities
10
+ 0.32%
$78.2 - $90.39 $782 - $904
3.17K $261K
IOO
Ishares Tr Global 100 ETF

ETFs
308
+ 3.99%
$96.2 - $105.12 $29.6K - $32.4K
8.02K $771K
ADI
Analog Devices Inc

Technology
79
+ 3.81%
$201.56 - $243.82 $15.9K - $19.3K
2.15K $433K
AIQ
Global X Funds Global X Artifi

ETFs
350
+ 2.84%
$36.54 - $42.77 $12.8K - $15K
12.7K $463K
ET
Energy Transfer LP

Energy
1.52K
+ 3.61%
$17.26 - $21.08 $26.3K - $32.1K
43.6K $811K
FDVV
Fidelity High Dividend ETF

ETFs
1.87K
+ 1.45%
$48.86 - $52.28 $91.3K - $97.7K
131K $6.43M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.85K
+ 1.45%
$30.85 - $32.26 $57K - $59.6K
129K $3.99M
CATH
Global X Fds Global X S&P 500

ETFs
60
+ 1.02%
$66.14 - $74.2 $3.97K - $4.45K
5.92K $396K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
150
+ 4.25%
$62.43 - $84.12 $9.36K - $12.6K
3.68K $243K
AVUS
American Centy ETF Tr Avantis

ETFs
15
+ 0.31%
$90.7 - $101.57 $1.36K - $1.52K
4.89K $448K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
62
+ 4.89%
$212.17 - $267.17 $13.2K - $16.6K
1.33K $281K
SECT
Sector 10, Inc.

ETFs
296
+ 2.75%
$50.98 - $57.8 $15.1K - $17.1K
11K $563K
USB
Us Bancorp \De\

Financial Services
1.3K
+ 8.83%
$40.92 - $50.9 $53K - $66K
16K $674K
FV
First Trust Dorsey Wright Focu

ETFs
1.12K
+ 5.15%
$53.91 - $63.03 $60.2K - $70.3K
22.8K $1.25M
IJK
Ishares S&P Midcap 400 Growth

ETFs
147
+ 2.43%
$81.62 - $96.63 $12K - $14.2K
6.19K $514K
QTEC
First Trust Nasdaq 100 Technol

ETFs
440
+ 5.4%
$174.52 - $210.67 $76.8K - $92.7K
8.6K $1.5M
WDAY
Workday, Inc.

Technology
24
+ 1.27%
$233.53 - $277.82 $5.6K - $6.67K
1.91K $446K
NKE
Nike, Inc.

Consumer Cyclical
1.01K
+ 11.57%
$63.29 - $81.72 $64K - $82.6K
9.75K $618K
SKYY
First Trust Cloud Computing Et

ETFs
1
+ 0.03%
$103.47 - $131.18 $103 - $131
2.94K $303K
JXN
Jackson Financial Inc.

Financial Services
226
+ 1.35%
$79.36 - $97.88 $17.9K - $22.1K
16.9K $1.41M
PANW
Palo Alto Networks Inc

Technology
833
+ 4.85%
$167.82 - $208.28 $140K - $173K
18K $3.07M
Activity Summary
Buys All Purchases 536 New Holdings 155 Increased Positions 381 Sells All Sells 295 Reductions 295 Sold out 0 Options Calls 0 Puts 0
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