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 20 institutions that hold shares in the stock, with a total of 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $41.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,018,722
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
329,883
shares
|
$7.01 Million
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
178,006
shares
|
$3.78 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
102,278
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
97,774
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,309
shares
|
$856,969
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
33,070
shares
|
$703,068
0.03% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,916
shares
|
$699,794
0.03% of portfolio
|
Q4 2020
Reduced 94.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,243
shares
|
$494,146
0.0% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,913
shares
|
$444,610
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,283
shares
|
$261,136
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,161
shares
|
$258,542
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,412
shares
|
$242,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,765
shares
|
$228,863
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
10,489
shares
|
$222,996
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,191
shares
|
$216,660
0.02% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,208
shares
|
$153,242
0.0% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,893
shares
|
$40,245
0.0% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
409
shares
|
$8,695
0.0% of portfolio
|
Q3 2024
Reduced 72.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2024
New holding
|