Institutional Ownership Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 116,997 shares, which have been reported (via 13F filing form) to have a value of $2.21 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,916
shares
|
$622,441
0.03% of portfolio
|
Q4 2020
Reduced 94.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
23,965
shares
|
$453,178
0.0% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,464
shares
|
$424,794
0.0% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,821
shares
|
$412,635
0.02% of portfolio
|
Q1 2025
Added 30.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,072
shares
|
$190,461
0.0% of portfolio
|
Q1 2025
Reduced 81.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,145
shares
|
$40,561
0.0% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,858
shares
|
$35,134
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,201
shares
|
$22,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
554
shares
|
$10,476
0.0% of portfolio
|
Q1 2025
Added 177.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|