LISTED FD TR
ALPHA LARGE CAP · CUSIP 53656F326
0
institutional holders
-3 vs Q1 2023
—reported value*
0 new
0 added
0 reduced
3 sold out
net sold ≈ $653.7k (-38.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 3 |
| Q1 2023 | 3 |
| Q2 2023 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1 | 1 |
| Q1 2023 | 1 | 1 |
| Q2 2023 | 0 | 3 |
Biggest buyers
| None |
Biggest sellers
| Prospera Financial Services Inc | Sold out | -21.3k |
| ELEVATION POINT WEALTH PARTNERS, LLC | Sold out | -17.1k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Sold out | 0 |
Holders, Q2 2023
| Manager | Shares | Change |
|---|