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icono de HEFT

Hedgeye Fourth Turning ETF
HEFT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fourpath Capital Management
1
Fourpath Capital Management
Oklahoma
USD 30.7 M +USD 16 M +602,698 +109%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 3.15 M -USD 2.85 M -107,446 -47%
Truist Financial
3
Truist Financial
North Carolina
USD 1.97 M -USD 5.9 M -222,914 -75%
GTS Securities
4
GTS Securities
Florida
USD 1.7 M -USD 25.7 k -971 -1%
Essex Financial Services
5
Essex Financial Services
Connecticut
USD 979 k -USD 107 k -4,032 -10%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
USD 764 k +USD 763 k +28,816 Nuevas
WFA
7
WMG Financial Advisors
Tennessee
USD 731 k +USD 106 k +4,000 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 711 k -USD 420 k -15,841 -37%
Citadel Advisors
9
Citadel Advisors
Florida
USD 624 k +USD 624 k +23,546 Nuevas
Benjamin Edwards Inc
10
Benjamin Edwards Inc
Missouri
USD 387 k +USD 387 k +14,610 Nuevas
&Partners
11
&Partners
Tennessee
USD 374 k -USD 19.5 k -738 -5%
CWG
12
Crown Wealth Group
North Carolina
USD 368 k -USD 94.6 k -3,570 -20%
OneDigital Investment Advisors
13
OneDigital Investment Advisors
Kansas
USD 268 k +USD 20.7 k +782 +8%
MML Investors Services
14
MML Investors Services
Massachusetts
USD 260 k +USD 260 k +9,818 Nuevas
SGC
15
Slocum, Gordon & Co
Rhode Island
USD 239 k -USD 13.8 k -520 -5%
GCM
16
Gunpowder Capital Management
Maryland
USD 176 k – – –
GPFA
17
Game Plan Financial Advisors
Ohio
USD 71.6 k +USD 26.5 k +1,000 +59%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 64 k +USD 63.3 k +2,391 Nuevas
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
USD 53 k – – –
UBS Group
20
UBS Group
Switzerland
USD 31 k +USD 31 k +1,170 Nuevas
RIA
21
Realta Investment Advisors
Delaware
USD 17.6 k +USD 4.37 k +165 +33%
HWP
22
Highline Wealth Partners
California
USD 4.77 k – – –
Tower Research Capital (TRC)
23
Tower Research Capital (TRC)
New York
USD 2.62 k +USD 2.62 k +99 Nuevas
Wells Fargo
24
Wells Fargo
California
USD 2.44 k +USD 2.44 k +92 Nuevas
Bay Colony Advisors
25
Bay Colony Advisors
Massachusetts
– -USD 297 k -11,150 Cerradas