Purchases and Sales Made in Q1 2023 in Trimtabs ETF Tr Donoghue Forli (DFRA)
This table provides information about the institutional ownership of Trimtabs ETF Tr Donoghue Forli (DFRA) during Q1 2023. The information is specifically focused on institutions that hold shares of TRIMTABS ETF TR DONOGHUE FORLI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.43K+ 41.06% |
N/A
|
32.4K
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.88K+ 11.97% |
N/A
|
36.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.56KNew |
N/A
|
3.56K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$0
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
821+ 0.22% |
N/A
|
380K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
664+ 3.07% |
N/A
|
22.3K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 0.6% |
N/A
|
12.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.32% |
N/A
|
2.19K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-161- 1.78% |
N/A
|
8.88K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 3.73% |
N/A
|
32.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.88K- 10.69% |
N/A
|
32.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.45K- 1.66% |
N/A
|
264K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 59.61% |
N/A
|
15.4K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27.7K- 6.19% |
N/A
|
419K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.8K- 2.9% |
N/A
|
1.37M
$0
|