Purchases and Sales Made in Q2 2024 in Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$256K - $260K
|
12.4K
$263K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84K+ 31.13% |
$183K - $186K
|
37.2K
$792K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.78K+ 11.55% |
$57.6K - $58.6K
|
26.9K
$571K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.48K+ 10535.71% |
$30.6K - $31.1K
|
1.49K
$31.7K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
366+ 4.25% |
$7.59K - $7.72K
|
8.97K
$191K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 0.91% |
$2.47K - $2.51K
|
13.2K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71New |
$1.47K - $1.5K
|
71
$1.51K
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
42+ 0.35% |
$871 - $886
|
12K
$255K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.58% |
$228 - $232
|
1.89K
$40.2K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.25% |
$1.1K - $1.12K
|
21.1K
$448K
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-79- 0.75% |
$1.64K - $1.67K
|
10.5K
$223K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.29K- 3.86% |
$26.7K - $27.2K
|
32.1K
$682K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 10.23% |
$28.8K - $29.3K
|
12.2K
$259K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 3.35% |
$69.5K - $70.7K
|
96.8K
$2.06M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.82K- 2.03% |
$79.1K - $80.5K
|
184K
$3.91M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.89K- 5.51% |
$122K - $124K
|
101K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 3.17% |
$218K - $222K
|
321K
$6.83M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.8K- 4.31% |
$950K - $967K
|
1.02M
$21.7M
|