Purchases and Sales Made in Q1 2025 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q1 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.7KNew |
$239K - $247K
|
6.7K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.66K+ 100.0% |
$95.2K - $98.3K
|
5.32K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.35K+ 15.96% |
$48.3K - $49.9K
|
9.82K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
52+ 32.3% |
$1.86K - $1.92K
|
213
$7.61K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 0.03% |
$608 - $627
|
55.4K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$35.8 - $36.9
|
2
$71.5
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.11KClosed |
$75.4K - $77.8K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.34K- 33.2% |
$298K - $308K
|
16.8K
$600K
|