Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUCHEY FINANCIAL GROUP LTD | 04-23-2024 | 03-31-2024 | 149 | 1,016,162,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 51 | $15,015,824 | 425,860 | 0.00 | 425,860 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | -244,406 | -36.44 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $14,009,954 | 26,782 | 0.00 | 0.00 | -706 | -2.57 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 54 | $12,322,302 | 255,596 | 0.00 | 0.00 | -98,052 | -27.73 | 03-31-2024 |
