Purchases and Sales Made in Q1 2025 in Trimtabs ETF Tr Donoghue Forli (DFRA)
This table provides information about the institutional ownership of Trimtabs ETF Tr Donoghue Forli (DFRA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6MNew |
N/A
|
1.6M
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.44MNew |
N/A
|
1.44M
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
115KNew |
N/A
|
115K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
32.4KNew |
N/A
|
32.4K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.67KNew |
N/A
|
8.67K
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.69K+ 100.0% |
N/A
|
7.38K
$0
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.83K+ 2.9% |
N/A
|
64.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.4K+ 16.46% |
N/A
|
9.91K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.19% |
N/A
|
526
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-130- 36.93% |
N/A
|
222
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.66K- 6.53% |
N/A
|
23.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.26KClosed |
N/A
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.69K- 50.0% |
N/A
|
3.69K
$0
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.3K- 36.32% |
N/A
|
11K
$0
|