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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

44 hedge funds and large institutions have $90M invested in Timothy Plan High Dividend Stock ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
21
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$19.8M
2
OWM
2
OneAscent Wealth Management
Alabama
$9.68M
3
OFS
3
OneAscent Financial Services
Alabama
$8.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.23M
5
Ameriprise
5
Ameriprise
Minnesota
$3.04M

Top Sellers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$100K
2
KAS
2
Kestra Advisory Services
Texas
$1.44M
3
CW
3
CreativeOne Wealth
Kansas
$8.02M
4
FHC
4
First Heartland Consultants
Missouri
$370K
5
WA
5
Win Advisors
Florida
$602K
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$370K 12,500 -8,526 -41%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$278K 9,402 +1,196 +15%
BWM
28
BCGM Wealth Management
Indiana
$253K 8,000 +8,000 New
NA
29
NewEdge Advisors
Louisiana
$253K 8,545 +8,545 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$231K 7,801 +492 +7%
EWA
31
EverSource Wealth Advisors
Alabama
$111K 3,762 +312 +9%
SFSG
32
Sound Financial Strategies Group
Mississippi
$100K 3,366 -86,994 -96%
UBS Group
33
UBS Group
Switzerland
$56K 1,906 – –
HWA
34
HHM Wealth Advisors
Tennessee
$43K 1,467 +1,467 New
GWM
35
Geneos Wealth Management
Colorado
$34K 1,152 -358 -24%
IA
36
IFP Advisors
Florida
$25K 908 – –
FHA
37
First Horizon Advisors
Tennessee
$24K 812 +812 New
APA
38
American Portfolios Advisors
New York
$20.5K 693 -50 -7%
HI
39
Harbour Investments
Wisconsin
$18K 600 +600 New
SAM
40
Strategic Asset Management
Minnesota
$16K 538 +259 +93%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$14K 485 – –
AIP
42
Ameritas Investment Partners
Nebraska
$6K 223 +2 +0.9%
TCOV
43
Trust Company of Vermont
Vermont
$4K 123 +123 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
– – -2,700 Closed
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
– – -1,521 Closed
ADL
46
Asset Dedication LLC
California
– – -618 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
48
Wells Fargo
California
$0 1 +1 New
1
2