Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IDX DYNAMIC FIXE
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
1.35M
-
Shares change
-
+184K
-
Total reported value, excl. options
-
$31.4M
-
Value change
-
+$4.28M
-
Number of buys
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8
-
Number of sells
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-10
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Price
-
$23.28
Significant Holders of ETF OPPORTUNITIES TRUST - IDX DYNAMIC FIXE (DYFI) as of Q4 2024
21 filings reported holding DYFI - ETF OPPORTUNITIES TRUST - IDX DYNAMIC FIXE as of Q4 2024.
ETF OPPORTUNITIES TRUST - IDX DYNAMIC FIXE (DYFI) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.35M shares
.
Largest 10 shareholders include Atomi Financial Group, Inc. (393K shares), Blueprint Investment Partners LLC (169K shares), Simplicity Wealth,LLC (169K shares), International Private Wealth Advisors LLC (138K shares), Cambridge Investment Research Advisors, Inc. (96.9K shares), WealthTrak Capital Management LLC (79.1K shares), AXXCESS WEALTH MANAGEMENT, LLC (70.2K shares), Atria Wealth Solutions, Inc. (58.7K shares), COLUMBIA ADVISORY PARTNERS LLC (55.7K shares), and GTS SECURITIES LLC (37K shares).
This table shows the top 19 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.