Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE PLANNING GROUP LLC | 05-07-2024 | 03-31-2024 | 1106 | 321,509,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST MATERIALS ALPHADEX FUND | Exchange Traded Fund | 851 | $7,767,460 | 113,993 | 0.00 | 0.00 | 11,002 | 10.68 | 03-31-2024 |
| FT EMRGING MKTS SML CAP | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 197,242 | +Inf | 12-31-2023 |
