ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

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66 hedge funds and large institutions have $40.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
19
Closed
13
Calls
$1K
Puts
$605K
Net Calls
-$604K
Net Calls Change
-$582K

Top Buyers

1
N
1
Natixis
France
$1.47M
2
ACP
2
Aveo Capital Partners
Colorado
$716K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$592K
4
SIC
4
Samalin Investment Counsel
New York
$948K
5
Group One Trading
5
Group One Trading
Illinois
$254K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$345K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.67M
3
GCP
3
GSA Capital Partners
United Kingdom
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFG Advisory
Georgia
$364K 66,000 +24,000 +57%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$345K 62,500 -289,091 -82%
TWM
28
Tradition Wealth Management
Minnesota
$306K 55,301 +2,658 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$275K 49,787 +27,973 +128%
Creative Planning
30
Creative Planning
Kansas
$254K 46,000 – –
C
31
Certuity
Florida
$254K 45,979 +979 +2%
Group One Trading
32
Group One Trading
Illinois
$254K 45,926 +30,338 +195%
Belvedere Trading
33
Belvedere Trading
Illinois
$247K 44,602 -18,286 -29%
DLG
34
Daniel L. Goodwin
$247K 44,700 – –
FWM
35
Frontier Wealth Management
Missouri
$222K 40,081 – –
SMH
36
Sanders Morris Harris
Texas
$218K 39,500 – –
Geode Capital Management
37
Geode Capital Management
Massachusetts
$216K 39,141 – –
EH
38
Equitable Holdings
New York
$179K 32,358 +12,495 +63%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$166K 30,000 +30,000 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$148K 26,883 -822 -3%
Osaic Holdings
41
Osaic Holdings
Arizona
$146K 26,372 -326 -1%
P
42
&Partners
Tennessee
$144K 24,370 +24,370 New
PAG
43
Private Advisor Group
New Jersey
$143K 25,808 +62 +0.2%
SEI Investments
44
SEI Investments
Pennsylvania
$137K 24,800 – –
HighTower Advisors
45
HighTower Advisors
Illinois
$116K 20,870 +36 +0.2%
TYCC
46
Texas Yale Capital Corp
Florida
$105K 19,007 – –
Citadel Advisors
47
Citadel Advisors
Florida
$102K 18,479 -2,365 -11%
OBWG
48
Onyx Bridge Wealth Group
New York
$98K 17,800 +17,800 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$96K 17,300 +17,300 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
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