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Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

53 hedge funds and large institutions have $73.4M invested in Timothy Plan High Dividend Stock ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
29
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEM
1
Strategic Equity Management
Arizona
$1.64M
2
CFD
2
Creative Financial Designs
Indiana
$10.9M
3
LPL Financial
3
LPL Financial
California
$4.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$742K
5
FAM
5
Frontier Asset Management
Wyoming
$6.46M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$3.44M
2
OWM
2
OneAscent Wealth Management
Alabama
$676K
3
OFS
3
OneAscent Financial Services
Alabama
$519K
4
SG
4
StoneX Group
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Sigma Investment Counselors
Michigan
$462K +$8.9K +285 +2%
CPRC
27
Consolidated Portfolio Review Corp
New York
$404K +$404K +12,951 New
AWM
28
AE Wealth Management
Kansas
$397K +$65.2K +2,087 +20%
TA
29
TrueWealth Advisors
Alabama
$350K +$46.7K +1,497 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$294K -$65.2K -2,085 -18%
BWM
31
BCGM Wealth Management
Indiana
$275K – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$256K +$51.2K +1,640 +25%
HWA
33
HHM Wealth Advisors
Tennessee
$226K +$85.6K +2,740 +61%
WMWM
34
Whitaker-Myers Wealth Managers
Ohio
$224K -$43.1K -1,380 -16%
Stifel Financial
35
Stifel Financial
Missouri
$211K +$1.16K +37 +0.6%
FHC
36
First Heartland Consultants
Missouri
$205K +$205K +6,578 New
DI
37
Disciplined Investments
Oklahoma
$185K – – –
EWA
38
EverSource Wealth Advisors
Alabama
$154K +$21.9K +700 +17%
SS
39
Sunbelt Securities
Texas
$107K +$107K +3,475 New
UBS Group
40
UBS Group
Switzerland
$69.5K -$17.7K -566 -20%
FA
41
Faithward Advisors
Pennsylvania
$68.6K +$28.2K +928 +70%
GWM
42
Geneos Wealth Management
Colorado
$68.5K +$19.1K +611 +39%
NA
43
NewEdge Advisors
Louisiana
$67K -$200K -6,400 -75%
NFSG
44
Newbridge Financial Services Group
Florida
$26.5K +$468 +15 +2%
FHA
45
First Horizon Advisors
Tennessee
$25.8K +$125 +4 +0.5%
ADL
46
Asset Dedication LLC
California
$19K – – –
HI
47
Harbour Investments
Wisconsin
$18.7K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$15.1K – – –
AAS
49
Ameritas Advisory Services
Nebraska
$9.4K +$9.4K +300 New
IGWM
50
ICA Group Wealth Management
Colorado
$5K – – –
1
2
3