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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | ITL HDG QTLY DIV | 3251 | $209,806 | 4,994 | 0.00 | 4,994 | +Inf | 12-31-2023 | |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VST INTL | 3252 | $208,871 | 9,661 | 0.00 | 0.00 | -10,017 | -50.90 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 3253 | $208,680 | 6,000 | 0.00 | 6,000 | +Inf | 12-31-2023 | |
| FLAHERTY & CRUMRINE PFD SECS | COM | 3254 | $208,426 | 14,616 | 0.00 | 14,616 | +Inf | 12-31-2023 |
