Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 651 | $1,596,045 | 41,072 | 0.00 | 41,072 | +Inf | 03-31-2024 | |
| ISHARES TR | US CONSM STAPLES | 652 | $1,592,711 | 23,550 | 0.00 | 0.00 | 7,027 | 42.53 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 653 | $1,588,677 | 42,394 | 0.00 | 42,394 | +Inf | 03-31-2024 | |
| FIRST TR ENERGY INCOME & GRO | COM | 654 | $1,585,376 | 97,024 | 0.00 | 0.00 | -1,797 | -1.82 | 03-31-2024 |
