Purchases and Sales Made in Q2 2022 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
50K+ 5.58% |
$1.05M - $1.36M
|
946K
$36.2M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.2K+ 33.84% |
$340K - $440K
|
64K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7K+ 2.33% |
$330K - $427K
|
689K
$26.3M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.05KNew |
$106K - $137K
|
5.05K
$193K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.1K+ 8.3% |
$65.2K - $84.3K
|
40.5K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 142.03% |
$29.8K - $38.5K
|
2.41K
$92.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
786+ 2.44% |
$16.5K - $21.4K
|
33K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
760+ 104.68% |
$16K - $20.7K
|
1.49K
$56.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-126- 0.24% |
$2.65K - $3.42K
|
51.4K
$1.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.7K- 75.02% |
$35.8K - $46.3K
|
567
$21.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 5.34% |
$63K - $81.4K
|
53.1K
$2.03M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.68KClosed |
$77.4K - $100K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.8K- 21.02% |
$101K - $130K
|
18K
$689K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.88KClosed |
$208K - $269K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.8KClosed |
$227K - $293K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$246K - $318K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-29.1K- 31.52% |
$612K - $791K
|
63.3K
$2.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57K- 2.26% |
$1.2M - $1.55M
|
2.47M
$94.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59.2K- 13.0% |
$1.25M - $1.61M
|
396K
$15.1M
|