Purchases and Sales Made in Q1 2022 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q1 2022. The information is specifically focused on institutions that hold shares of DONOGHUE FORLINES RISK MANAGED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
604K+ 31.45% |
$14.4M - $17.6M
|
2.52M
$93.1M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
263K+ 41.48% |
$6.27M - $7.68M
|
896K
$33.1M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173K+ 34.51% |
$4.12M - $5.04M
|
673K
$24.8M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84.2K+ 22.7% |
$2.01M - $2.46M
|
455K
$16.8M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
56.1KNew |
$1.34M - $1.64M
|
56.1K
$2.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.4KNew |
$892K - $1.09M
|
37.4K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.8K+ 23.81% |
$424K - $519K
|
92.4K
$3.41M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.9K+ 27.03% |
$308K - $377K
|
60.7K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.88KNew |
$236K - $289K
|
9.88K
$365K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
9.17K+ 39.87% |
$219K - $268K
|
32.2K
$1.19M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.6K+ 76.69% |
$158K - $193K
|
15.2K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.61K+ 12.22% |
$134K - $164K
|
51.5K
$1.9M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.96K+ 40.1% |
$118K - $145K
|
17.3K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.89K+ 36.53% |
$68.9K - $84.3K
|
10.8K
$398K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 27.83% |
$60.8K - $74.4K
|
11.7K
$432K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
982+ 36.37% |
$23.5K - $28.7K
|
3.68K
$136K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
951+ 72.1% |
$22.7K - $27.8K
|
2.27K
$83.8K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
726New |
$17.3K - $21.2K
|
726
$26.8K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-910- 3.84% |
$21.7K - $26.6K
|
22.8K
$842K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 21.77% |
$60.8K - $74.4K
|
9.15K
$338K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.65KClosed |
$111K - $136K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-361KClosed |
$8.61M - $10.5M
|
0
$0
|