Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | Liquidated | $0 | 0 | 0.00 | 0.00 | 440 | 9.32 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 752 | $462,240 | 9,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 753 | $460,305 | 7,148 | 0.00 | 0.00 | -26,564 | -78.80 | 03-31-2024 |
| ADVANCED DRAIN SYS INC DEL | COM | 754 | $459,784 | 2,669 | 0.00 | 0.00 | -151 | -5.35 | 03-31-2024 |
