Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | 02-14-2024 | 12-31-2023 | 544 | 1,321,954,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 301 | $833,644 | 30,106 | 0.00 | 0.00 | -1,977 | -6.16 | 12-31-2023 |
| VANECK ETF TRUST | GOLD MINERS ETF | 302 | $823,754 | 26,564 | 0.00 | 0.00 | 9,133 | 52.40 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 303 | $821,804 | 19,296 | 0.00 | 0.00 | 266 | 1.40 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 304 | $818,067 | 24,964 | 0.00 | 0.00 | -2,575 | -9.35 | 12-31-2023 |
