Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWEDGE ADVISORS LLC | 02-13-2024 | 12-31-2023 | 3757 | 10,533,568,601 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1901 | $833,780 | 24,161 | 0.00 | 0.00 | -1,676 | -6.49 | 12-31-2023 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 1902 | $832,499 | 31,682 | 0.00 | 31,682 | +Inf | 12-31-2023 | |
| GLOBAL SUPERDIVIDEND | MF Closed and MF Open | 1903 | $831,603 | 37,991 | 0.00 | 0.00 | 5,331 | 16.32 | 12-31-2023 |
| VOYA FINANCIAL | Common Stock | 1904 | $830,057 | 11,551 | 0.00 | 0.00 | -11,741 | -50.41 | 12-31-2023 |
