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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘21
FCOR icon
1201
Fidelity Corporate Bond ETF
FCOR
$352M
2 6 4 14.5%
OVLY icon
1202
Oak Valley Bancorp
OVLY
$283M
2 5 3 96.4%
CCAP icon
1203
Crescent Capital BDC
CCAP
$408M
2 4 2 35.5%
FTHY
1204
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$496M
2 11 9 32.1%
LMB icon
1205
Limbach Holdings
LMB
$536M
2 11 9 326%
DUSA icon
1206
Davis Select US Equity ETF
DUSA
$1.27B
2 6 4 73.2%
ISMD icon
1207
Inspire Small/Mid Cap Impact ETF
ISMD
$344M
2 7 5 41.3%
HEEM icon
1208
iShares Currency Hedged MSCI Emerging Markets
HEEM
$292M
2 6 4 31%
VSDA icon
1209
VictoryShares Dividend Accelerator ETF
VSDA
$251M
2 5 3 45.4%
TLTE icon
1210
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$352M
2 5 3 24%
TPHD icon
1211
Timothy Plan High Dividend Stock ETF
TPHD
$369M
2 4 2 50.8%
DGT icon
1212
State Street SPDR Global Dow ETF
DGT
$628M
2 3 1 81.7%
KBWP icon
1213
Invesco KBW Property & Casualty Insurance ETF
KBWP
$266M
2 6 4 77.3%
POWR
1214
iShares U.S. Power Infrastructure ETF
POWR
$464M
2 6 4 71.2%
INCE
1215
Franklin Income Equity Focus ETF
INCE
$279M
2 3 1 59.3%
JILL icon
1216
J. Jill
JILL
$279M
2 8 6 91.2%
TAXF icon
1217
American Century Diversified Municipal Bond ETF
TAXF
$687M
2 4 2 8.22%
FJUL icon
1218
FT Vest US Equity Buffer ETF July
FJUL
$1.26B
2 4 2 80.4%
FMAY icon
1219
FT Vest US Equity Buffer ETF May
FMAY
$1.45B
2 7 5 63.3%
FJP icon
1220
First Trust Japan AlphaDEX Fund
FJP
$264M
2 5 3 45.3%
VEL icon
1221
Velocity Financial
VEL
$711M
2 3 1 103%
BKTI icon
1222
BK Technologies
BKTI
$292M
2 5 3 273%
FISR icon
1223
State Street Fixed Income Sector Rotation ETF
FISR
$494M
2 5 3 17.9%
ATMP icon
1224
iPath Select MLP ETN
ATMP
$641M
2 3 1 166%
LGOV icon
1225
First Trust Long Duration Opportunities ETF
LGOV
$622M
2 7 5 22.2%
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