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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54 hedge funds and large institutions have $29.9M invested in AMERICA FIRST TAX EXEMT INV LP in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-13
Holders Change %
-19.4%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
12
Closed
15
Calls
$156K
Puts
$213K
Net Calls
-$57K
Net Calls Change
-$360K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$618K
2
GIA
2
Gladstone Institutional Advisory
Florida
$207K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.99M
4
SIC
4
Samalin Investment Counsel
New York
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$777K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$23K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.93M
3
N
3
Natixis
France
$0
4
FCH
4
Freestone Capital Holdings
Washington
$3.27M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
26
Daniel L. Goodwin
$271K – – –
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$269K – – –
Creative Planning
28
Creative Planning
Kansas
$266K – – –
SMH
29
Sanders Morris Harris
Texas
$239K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$225K -$74K -12,232 -25%
GIA
31
Gladstone Institutional Advisory
Florida
$207K +$207K +34,200 New
EH
32
Equitable Holdings
New York
$198K +$20.9K +3,453 +12%
FWM
33
Frontier Wealth Management
Missouri
$183K -$421K -24,455 -70%
PAG
34
Private Advisor Group
New Jersey
$168K -$40.9K -6,737 -20%
P
35
&Partners
Tennessee
$155K – – –
APA
36
American Portfolios Advisors
New York
$155K – – –
AWM
37
AE Wealth Management
Kansas
$143K +$3.76K +619 +3%
JF
38
Jump Financial
Illinois
$128K +$25.5K +4,194 +25%
TYCC
39
Texas Yale Capital Corp
Florida
$115K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$95K +$95K +15,739 New
BFA
41
Beacon Financial Advisory
Ohio
$93K +$10.3K +1,703 +13%
SF
42
Synovus Financial
Georgia
$91K +$91K +15,000 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$81K – – –
NFSG
44
Newbridge Financial Services Group
Florida
$79K +$2.56K +422 +3%
BWP
45
Baldwin Wealth Partners
Massachusetts
$76K – – –
Truist Financial
46
Truist Financial
North Carolina
$75K -$154K -25,500 -67%
WE
47
Wealth Effects
Massachusetts
$70K – – –
BRWA
48
B. Riley Wealth Advisors
Florida
$65K -$730 -120 -1%
AWM
49
AllSquare Wealth Management
New York
$48K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$30K – – –
1
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3