Ticker: DYFI CUSIP: 26923N660 Class: IDX DYNAMIC FIXE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PALLADIEM, LLC | 256,327 | $5,916 |
| Kingsview Wealth Management, LLC | 34,969 | $807 |
| JANE STREET GROUP, LLC | 12,473 | $288 |
| Kestra Advisory Services, LLC | 2,624 | $61 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Faithward Advisors, LLC | 730,519 | 783,865 | +53,346 (+7.3%) |
| Blueprint Financial Advisors LLC | 43,936 | 241,493 | +197,557 (+449.6%) |
| Blueprint Investment Partners LLC | 43,936 | 241,493 | +197,557 (+449.6%) |
| WealthTrak Capital Management LLC | 102,826 | 108,878 | +6,052 (+5.9%) |
| Atlas Wealth Partners, LLC | 10,800 | 15,450 | +4,650 (+43.1%) |
| GTS SECURITIES LLC | 18,971 | 36,635 | +17,664 (+93.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| International Private Wealth Advisors LLC | 116,778 | 81,810 | -34,968 (-29.9%) |
| Compound Planning, Inc. | 537,034 | 472,896 | -64,138 (-11.9%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 59,452 | 40,999 | -18,453 (-31.0%) |
| Encompass More Asset Management | 19,707 | 18,597 | -1,110 (-5.6%) |
| Ashton Thomas Private Wealth, LLC | 18,552 | 16,295 | -2,257 (-12.2%) |
| CoreCap Advisors, LLC | 901 | 776 | -125 (-13.9%) |
| TUCKER ASSET MANAGEMENT LLC | 2,334 | 2,308 | -26 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 23,641 | $551 |
| JPMORGAN CHASE & CO | 1,830 | $43 |