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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65 hedge funds and large institutions have $46.4M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
18
Closed
8
Calls
$410K
Puts
$351K
Net Calls
+$59K
Net Calls Change
+$663K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$760K
2
RJA
2
Raymond James & Associates
Florida
$2.57M
3
ASFA
3
All Season Financial Advisors
Colorado
$334K
4
FCH
4
Freestone Capital Holdings
Washington
$4.66M
5
C
5
Certuity
Florida
$479K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.97M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$206K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
Truist Financial
4
Truist Financial
North Carolina
$182K
5
IA
5
IFG Advisory
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$91K 13,552 +13,552 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$90K 13,424 – –
NFSG
53
Newbridge Financial Services Group
Florida
$88K 13,105 -614 -4%
BWP
54
Baldwin Wealth Partners
Massachusetts
$84K 12,500 – –
Citigroup
55
Citigroup
New York
$82K 12,200 – –
FCA
56
FLC Capital Advisors
California
$76K 11,300 – –
BRWA
57
B. Riley Wealth Advisors
Florida
$72K 10,672 +1 +0%
BFA
58
Beacon Financial Advisory
Ohio
$69K 10,230 +10,230 New
AWM
59
AllSquare Wealth Management
New York
$54K 8,000 – –
NFG
60
Next Financial Group
Texas
$40K 6,000 -3,275 -35%
SPIA
61
Steward Partners Investment Advisory
New York
$34K 5,000 -8,576 -63%
MWC
62
MBM Wealth Consultants
Missouri
$25K 3,640 – –
LWP
63
Lumature Wealth Partners
Georgia
$10K 1,500 – –
ASN
64
Advisory Services Network
Georgia
$9K 1,304 +1,304 New
APA
65
American Portfolios Advisors
New York
$6.74K 1,000 – –
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
– – -107,000 Closed
IA
67
IFG Advisory
Georgia
– – -66,000 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– – -49,787 Closed
Belvedere Trading
69
Belvedere Trading
Illinois
– – -44,602 Closed
RFN
70
RDA Financial Network
Iowa
– – -12,863 Closed
Wolverine Trading
71
Wolverine Trading
Illinois
– – -11,457 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– – -7,500 Closed
Simplex Trading
73
Simplex Trading
Illinois
– – -9 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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