Purchases and Sales Made in Q1 2023 in Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY) during Q1 2023. The information is specifically focused on institutions that hold shares of DONOGHUE FORLINES TACTICAL HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.1K+ 107.76% |
$450K - $471K
|
42.5K
$905K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 11.1% |
$206K - $216K
|
101K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.49KNew |
$194K - $203K
|
9.49K
$202K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.4K+ 6.32% |
$131K - $136K
|
108K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06KNew |
$21.7K - $22.7K
|
1.06K
$22.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
883+ 5.17% |
$18K - $18.8K
|
17.9K
$382K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 0.74% |
$1.51K - $1.58K
|
10.1K
$214K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-53- 0.51% |
$1.08K - $1.13K
|
10.3K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.68K- 4.76% |
$34.3K - $35.8K
|
33.6K
$715K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.7K- 98.94% |
$55.1K - $57.6K
|
29
$617
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.8K- 1.25% |
$57.1K - $59.8K
|
222K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.4K- 5.94% |
$131K - $136K
|
101K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 25.34% |
$220K - $230K
|
31.8K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.9K- 5.86% |
$467K - $489K
|
367K
$7.81M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.1K- 56.37% |
$492K - $515K
|
18.7K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.6K- 2.58% |
$726K - $759K
|
1.34M
$28.6M
|