MCC
DALT

Money Concepts Capital’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Money Concepts Capital’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-209
Closed -$1.76K – 3100
2022
Q4 		$1.76K Buy
+209
New +$1.8K ﹤0.01% 2730

Other funds holding DALT

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

Money Concepts Capital's DALT Position: Q1 2023 in Review

Money Concepts Capital sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2023, closing a stake of 209 shares — an estimated $1.76K sold.

Money Concepts Capital first reported a position in DALT in Q4 2022 and held it in 1 quarter. The position peaked at $1.76K in Q4 2022. 13 funds tracked by Wall St. Rank hold DALT as of Q1 2023.

  • Money Concepts Capital reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 209 Anfield Diversified Alternatives ETF shares in Q1 2023, an estimated $1.76K.
  • Money Concepts Capital first reported a position in Anfield Diversified Alternatives ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Anfield Diversified Alternatives ETF position peaked at $1.76K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.