Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ANALYSTS LLC | 01-30-2024 | 12-31-2023 | 1352 | 1,986,248,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BBG CONV SEC ETF | 201 | $1,536,000 | 21,282 | 0.08 | 0.08 | 546 | 2.63 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE EQTY BFR | 202 | $1,535,000 | 39,367 | 0.08 | 39,367 | +Inf | 12-31-2023 | |
| CITIZENS FINL GROUP INC | COM | 203 | $1,524,000 | 45,991 | 0.08 | 0.08 | -4,742 | -9.35 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | Liquidated | $0 | 0 | 0.08 | 0.08 | 1,665 | 2.70 | 12-31-2023 |
