Purchases and Sales Made in Q4 2022 in Donoghue Forlines Tactical Hig (DFHY)
This table provides information about the institutional ownership of Donoghue Forlines Tactical Hig (DFHY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 125.41% |
$481K - $506K
|
42.6K
$905K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 74.59% |
$372K - $390K
|
42.8K
$910K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 18.12% |
$336K - $353K
|
108K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.3KNew |
$271K - $284K
|
13.3K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$215K - $226K
|
10.6K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.69K+ 60.13% |
$156K - $164K
|
20.5K
$435K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$15.7K - $16.4K
|
770
$16.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
447+ 4.69% |
$9.09K - $9.55K
|
9.98K
$212K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
305New |
$6.2K - $6.51K
|
305
$6.48K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
140+ 1.37% |
$2.85K - $2.99K
|
10.4K
$221K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 4.85% |
$590 - $619
|
569
$12.1K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-145- 1.37% |
$2.95K - $3.1K
|
10.4K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-265- 8.85% |
$5.39K - $5.66K
|
2.73K
$58K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-733- 35.12% |
$14.9K - $15.7K
|
1.35K
$28.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.34K- 7.28% |
$27.2K - $28.6K
|
17.1K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.69K- 1.54% |
$34.3K - $36K
|
108K
$2.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.02K- 7.87% |
$61.3K - $64.4K
|
35.3K
$750K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.68K- 2.04% |
$95.1K - $99.9K
|
225K
$4.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14K- 3.47% |
$285K - $300K
|
390K
$8.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 8.23% |
$2.51M - $2.64M
|
1.38M
$29.3M
|