HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HEDJ Share Count | ||||
| CWM LLC | 4,107 | 11,181 | +7,074 | +172.24% |
| Stratos Wealth Partners LTD. | 184,371 | 231,988 | +47,617 | +25.83% |
| Ausdal Financial Partners Inc. | 5,048 | 5,669 | +621 | +12.30% |
| Sharper & Granite LLC | 98,365 | 107,520 | +9,155 | +9.31% |
| Sloy Dahl & Holst LLC | 13,680 | 13,920 | +240 | +1.75% |
| Signature Securities Group Corporation | 22,498 | 22,708 | +210 | +0.93% |
| 13F Filers Reporting New Positions In HEDJ | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 6,459 | +6,459 | +100% |
| Sterling Manor Financial LLC | 0 | 217,884 | +217,884 | +100% |
| Wedmont Private Capital | 0 | 5,062 | +5,062 | +100% |
| Eagle Strategies LLC | 0 | 37,732 | +37,732 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 8,136 | 8,136 | UNCH | 0.00% |
| Tompkins Financial Corp | 1,560 | 1,560 | UNCH | 0.00% |
| M&R Capital Management Inc. | 825 | 825 | UNCH | 0.00% |
| Webster Bank N. A. | 1 | 1 | UNCH | 0.00% |
| Westside Investment Management Inc. | 4,556 | 4,556 | UNCH | 0.00% |
| Parkside Advisors LLC | 8,897 | 8,897 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 704 | 704 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 14,790 | 14,790 | UNCH | 0.00% |
| GenTrust LLC | 26,414 | 26,414 | UNCH | 0.00% |
| Pinnacle Bank | 400 | 400 | UNCH | 0.00% |
| Sound Income Strategies LLC | 382 | 382 | UNCH | 0.00% |
| RDA Financial Network | 7,370 | 7,370 | UNCH | 0.00% |
| West Financial Advisors LLC | 5,294 | 5,294 | UNCH | 0.00% |
| Next Level Private LLC | 7,192 | 7,192 | UNCH | 0.00% |
| 13F Filers Decreasing HEDJ Share Count | ||||
| Ayalon Holdings Ltd. | 16,212 | 1,060 | -15,152 | -93.46% |
| Harbor Investment Advisory LLC | 168 | 72 | -96 | -57.14% |
| NBC Securities Inc. | 650 | 350 | -300 | -46.15% |
| Fiduciary Alliance LLC | 34,993 | 25,482 | -9,511 | -27.18% |
| Investment Partners Asset Management Inc. | 8,406 | 7,406 | -1,000 | -11.90% |
| Wealthcare Advisory Partners LLC | 8,260 | 7,698 | -562 | -6.80% |
| Raymond James & Associates | 117,868 | 111,468 | -6,400 | -5.43% |
| Raymond James Financial Services Advisors Inc. | 25,382 | 24,701 | -681 | -2.68% |
| Wealth Enhancement Advisory Services LLC | 30,857 | 30,229 | -628 | -2.04% |
| Cooksen Wealth LLC | 12,059 | 11,856 | -203 | -1.68% |
| Fifth Third Bancorp | 31,546 | 31,272 | -274 | -0.87% |
| 13F Filers Exiting HEDJ | ||||
| Astoria Portfolio Advisors LLC. | 7,974 | 0 | -7,974 | -100.00% |
| International Assets Investment Management LLC | 83,412 | 0 | -83,412 | -100.00% |
| Cutler Group LP | 800 | 0 | -800 | -100.00% |
See Summary: Institutional Holders of HEDJ
See Details: Top 10 Hedge Funds Holding HEDJ
