Purchases and Sales Made in Q4 2022 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 141.87% |
$477K - $514K
|
37.7K
$1.44M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5K+ 77.29% |
$377K - $405K
|
40.1K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 32.42% |
$228K - $245K
|
43.1K
$1.65M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.42KNew |
$30.6K - $32.9K
|
1.42K
$54.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150New |
$3.23K - $3.48K
|
150
$5.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-962- 17.8% |
$20.7K - $22.3K
|
4.44K
$170K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 44.47% |
$23.1K - $24.9K
|
1.34K
$51.2K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2K- 40.67% |
$43.1K - $46.4K
|
2.92K
$112K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.23K- 15.13% |
$48.1K - $51.7K
|
12.5K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.49K- 19.61% |
$75.2K - $80.9K
|
14.3K
$546K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.59K- 19.83% |
$77.3K - $83.2K
|
14.5K
$554K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.28K- 24.87% |
$178K - $192K
|
25K
$956K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.65K- 16.79% |
$186K - $201K
|
42.9K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.5K- 22.34% |
$249K - $267K
|
40.1K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-43.4K- 82.64% |
$936K - $1.01M
|
9.12K
$349K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85.4K- 21.65% |
$1.84M - $1.98M
|
309K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-144K- 21.42% |
$3.1M - $3.33M
|
527K
$20.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-676K- 29.3% |
$14.6M - $15.7M
|
1.63M
$62.4M
|