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Donoghue Forlines Risk Managed Innovation ETF (DFNV) Institutional Ownership

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$28.98
+0.19 (+0.66%)
(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Donoghue Forlines Risk Managed Innovation ETF (BATS:DFNV)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$545.89K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$27.17K
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DFNV Institutional Buying and Selling by Quarter

Donoghue Forlines Risk Managed Innovation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2024Wellington Wealth Strategies LLC.19,648$546K0.5%N/A1.328%
2/12/2024Tradition Wealth Management LLC17,016$473K0.1%-5.4%1.150%
1/6/2023 Massmutual Trust Co. FSB ADV1,418$31K0.0%N/A0.000%
11/9/2021 First Horizon Advisors Inc.2,962$98K0.0%-24.1%0.000%
8/11/2021 Bank of New York Mellon Corp7,554$218K0.0%N/A0.000%
8/9/2021 First Horizon Advisors Inc.3,901$112K0.0%+22.9%0.000%
5/11/2021 First Horizon Advisors Inc.3,174$83K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

DFNV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFNV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Donoghue Forlines Risk Managed Innovation ETF shares: Wellington Wealth Strategies LLC. ($546K), and Tradition Wealth Management LLC ($473K), Massmutual Trust Co. FSB ADV ($31K).Learn more on DFNV's institutional investors.

Which institutional investors have been buying Donoghue Forlines Risk Managed Innovation ETF stock?

The following institutional investors have purchased Donoghue Forlines Risk Managed Innovation ETF stock in the last 24 months: Wellington Wealth Strategies LLC. ($19.65K), and Massmutual Trust Co. FSB ADV ($1.42K).

How much institutional buying is happening at Donoghue Forlines Risk Managed Innovation ETF?

Institutional investors have bought a total of 21,066 shares in the last 24 months. This purchase volume represents approximately $577.18K in transactions.

Which Donoghue Forlines Risk Managed Innovation ETF major shareholders have been selling company stock?

The following institutional investors have sold Donoghue Forlines Risk Managed Innovation ETF stock in the last 24 months: Tradition Wealth Management LLC ($978.00).

How much institutional selling is happening at Donoghue Forlines Risk Managed Innovation ETF?

Institutional investors have sold a total of 978 shares in the last 24 months. This volume of shares sold represents approximately $27.17K in transactions.


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This page (BATS:DFNV) was last updated on 5/1/2024 by MarketBeat.com Staff

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