Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ONEDIGITAL INVESTMENT ADVISORS LLC 02-13-2024 12-31-2023 1104 5,713,785,252
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FIRST TR EXCHANGE-TRADED FD MID CAP US EQT Liquidated $0 0 0.00 0.00 -1,011 -8.28 12-31-2023
ALLIANT ENERGY CORP COM 1052 $308,881 6,021 0.00 6,021 +Inf 12-31-2023
DYNEX CAP INC COM 1053 $308,305 24,625 0.00 0.00 7,500 43.80 12-31-2023
FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 1054 $307,997 14,535 0.00 14,535 +Inf 12-31-2023
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