Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | cs | 2651 | $100,437 | 1,929 | 0.00 | 0.00 | 18 | 0.94 | 12-31-2023 |
| ISHARES TR | mc | 2652 | $100,402 | 1,677 | 0.00 | 0.00 | -324 | -16.19 | 12-31-2023 |
| FIRST TR ENERGY INCOME & GRO | mf | 2653 | $100,390 | 6,933 | 0.00 | 0.00 | 6,748 | 3647.57 | 12-31-2023 |
| ISHARES INC | cs | 2654 | $100,246 | 2,733 | 0.00 | 0.00 | -87 | -3.09 | 12-31-2023 |
