$23.30

+0.04 (+0.17%)

Weekly Expected Move ±0.5%

$23 $23 $23 $23 $24

ETF CBOE · AUM $833.2M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — FLHY

100

Institutional Holders

+5 vs prior quarter

0.0%

Ownership

+0.00pp

911M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (114 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	FRANKLIN RESOURCES INC	10,095,767	235M	-474,686	-4.5%	22Q	SEC ↗
2	AMERIPRISE FINANCIAL INC	7,653,539	178M	+6,030,967	+371.7%	9Q	SEC ↗
3	LPL Financial LLC	3,664,002	85M	+1,171,451	+47.0%	19Q	SEC ↗
4	HANTZ FINANCIAL SERVICES, INC.	2,277,130	53M	-13,802	-0.6%	12Q	SEC ↗
5	Northwest Financial Advisors NEW	1,844,480	43M	—	+0.0%	1Q	SEC ↗
6	State of New Jersey Common Pension Fun	1,400,000	33M	+400,000	+40.0%	2Q	SEC ↗
7	Prentice Wealth Management LLC	1,077,190	25M	+66,293	+6.6%	22Q	SEC ↗
8	Cetera Investment Advisers	953,682	22M	+185,800	+24.2%	10Q	SEC ↗
9	Provenance Wealth Advisors, LLC	839,742	20M	+16,522	+2.0%	2Q	SEC ↗
10	ASSETMARK, INC	837,340	20M	+6,007	+0.7%	9Q	SEC ↗
11	BENJAMIN EDWARDS INC	791,079	18M	+17,659	+2.3%	2Q	SEC ↗
12	Dynamic Advisor Solutions LLC	681,278	16M	+53,557	+8.5%	9Q	SEC ↗
13	McAlister, Sweet & Associates, Inc.	425,028	10M	+51,343	+13.7%	2Q	SEC ↗
14	WELLS FARGO & COMPANY/MN	422,519	10M	+28,933	+7.4%	14Q	SEC ↗
15	CROBAN NEW	373,837	9M	—	+0.0%	1Q	SEC ↗
16	ENVESTNET ASSET MANAGEMENT INC	362,056	8M	+220,256	+155.3%	14Q	SEC ↗
17	Ocean Park Asset Management, LLC NEW	298,000	7M	—	+0.0%	1Q	SEC ↗
18	PNC Financial Services Group, Inc.	296,672	7M	+224,115	+308.9%	9Q	SEC ↗
19	RAYMOND JAMES FINANCIAL INC	274,299	6M	+113,600	+70.7%	7Q	SEC ↗
20	BANK OF AMERICA CORP /DE	264,369	6M	+120,342	+83.6%	3Q	SEC ↗
21	Cambridge Investment Research Advisors	234,361	5M	+224,571	+2293.9%	2Q	SEC ↗
22	Founders Financial Alliance, LLC	227,041	5M	+218,054	+2426.3%	2Q	SEC ↗
23	rebel Financial LLC	156,190	4M	+9,205	+6.3%	4Q	SEC ↗
24	MML INVESTORS SERVICES, LLC	150,602	4M	+80,996	+116.4%	11Q	SEC ↗
25	JONES FINANCIAL COMPANIES LLLP	147,707	3M	+36,534	+32.9%	8Q	SEC ↗
26	MORGAN STANLEY	146,702	3M	-20,001	-12.0%	7Q	SEC ↗
27	Clear Creek Financial Management, LLC	122,323	3M	+61,656	+101.6%	3Q	SEC ↗
28	OSAIC HOLDINGS, INC.	113,961	3M	+5,770	+5.3%	15Q	SEC ↗
29	Sovran Advisors, LLC	112,673	3M	+10,788	+10.6%	7Q	SEC ↗
30	Merit Financial Group, LLC NEW	109,664	3M	—	+0.0%	1Q	SEC ↗
31	CWM, LLC	97,012	2M	+28,156	+40.9%	6Q	SEC ↗
32	Smartleaf Asset Management LLC	86,856	2M	—	+0.0%	4Q	SEC ↗
33	WINEBRENNER CAPITAL MANAGEMENT LLC	86,842	2M	-4,233	-4.6%	7Q	SEC ↗
34	Janney Montgomery Scott LLC	86,332	2M	-15,832	-15.5%	5Q	SEC ↗
35	PFG Advisors	81,226	2M	-4,645	-5.4%	9Q	SEC ↗
36	Tenzing Financial LLC	58,633	1M	+1,391	+2.4%	3Q	SEC ↗
37	Sequent Planning LLC	57,110	1M	+8,043	+16.4%	4Q	SEC ↗
38	CENTRAL TRUST Co	55,545	1M	+34,151	+159.6%	21Q	SEC ↗
39	MGO ONE SEVEN LLC	53,491	1M	+12,972	+32.0%	5Q	SEC ↗
40	WEALTH ENHANCEMENT ADVISORY SERVICES,	51,352	1M	-1,144	-2.2%	7Q	SEC ↗
41	DIVERSIFY WEALTH MANAGEMENT, LLC	47,489	1M	-3,768	-7.4%	2Q	SEC ↗
42	Diversify Advisory Services, LLC NEW	47,489	1M	—	+0.0%	1Q	SEC ↗
43	Steward Partners Investment Advisory,	46,712	1M	+43,146	+1209.9%	3Q	SEC ↗
44	RIVERSEDGE ADVISORS, LLC	46,150	1M	+1,805	+4.1%	2Q	SEC ↗
45	Capital Investment Advisory Services,	41,264	961K	-755	-1.8%	6Q	SEC ↗
46	CITIZENS FINANCIAL GROUP INC/RI NEW	40,808	951K	—	+0.0%	1Q	SEC ↗
47	Farther Finance Advisors, LLC	36,714	855K	-12,579	-25.5%	5Q	SEC ↗
48	INTERNATIONAL ASSETS INVESTMENT MANAGE	36,675	855K	—	+0.0%	12Q	SEC ↗
49	SHEPHERD WEALTH MANAGEMENT Ltd LIABILI NEW	36,122	842K	—	+0.0%	1Q	SEC ↗
50	HighTower Advisors, LLC NEW	35,320	823K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Northwest Financial Advisors	1,844,480	43M
CROBAN	373,837	9M
Ocean Park Asset Management, LLC	298,000	7M
Merit Financial Group, LLC	109,664	3M
Diversify Advisory Services, LLC	47,489	1M
CITIZENS FINANCIAL GROUP INC/RI	40,808	951K
SHEPHERD WEALTH MANAGEMENT Ltd LIAB	36,122	842K
HighTower Advisors, LLC	35,320	823K
RFG Advisory, LLC	31,713	739K
Van Hulzen Asset Management, LLC	24,586	573K
IFG Advisory, LLC	24,208	564K
NATIXIS ADVISORS, LLC	20,808	485K
Aurdan Capital Management, LLC	17,679	412K
Capasso Planning Partners LLC	10,937	255K
Global Retirement Partners, LLC	2,323	54K
Integrated Wealth Concepts LLC	961	22K
Continuum Advisory, LLC	839	20K
MERCER GLOBAL ADVISORS INC /ADV	120	3K
Blue Trust, Inc.	119	3K
Anfield Capital Management, LLC	18	0K

Sold Out (20)

Holder	Prev Shares	Prev Value
Redhawk Wealth Advisors, Inc.	194,884	5M
GTS SECURITIES LLC	147,432	3M
JANE STREET GROUP, LLC	70,791	2M
Kovack Advisors, Inc.	63,193	1M
FIFTH THIRD BANCORP	20,788	484K
NewEdge Wealth, LLC	20,788	484K
TFB Advisors LLC	15,148	353K
Onyx Bridge Wealth Group LLC	14,850	346K
World Investment Advisors	14,108	329K
Private Advisor Group, LLC	11,905	277K
McAdam, LLC	9,304	217K
HERITAGE OAK WEALTH ADVISORS LLC	8,846	206K
US BANCORP \DE	5,844	136K
IFP Advisors, Inc	428	10K
Western Wealth Management, LLC	415	10K
Advisory Services Network, LLC	280	7K
Networth Advisors, LLC	145	3K
UBS AM, a distinct business unit of	111	3K
FARMERS & MERCHANTS INVESTMENTS INC	100	2K
MAI Capital Management	46	1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERIPRISE FINANCIAL INC	+6,030,967	+371.7%	7,653,539
LPL Financial LLC	+1,171,451	+47.0%	3,664,002
State of New Jersey Common Pension	+400,000	+40.0%	1,400,000
Cambridge Investment Research Advis	+224,571	+2293.9%	234,361
PNC Financial Services Group, Inc.	+224,115	+308.9%	296,672
ENVESTNET ASSET MANAGEMENT INC	+220,256	+155.3%	362,056
Founders Financial Alliance, LLC	+218,054	+2426.3%	227,041
Cetera Investment Advisers	+185,800	+24.2%	953,682
BANK OF AMERICA CORP /DE	+120,342	+83.6%	264,369
RAYMOND JAMES FINANCIAL INC	+113,600	+70.7%	274,299
MML INVESTORS SERVICES, LLC	+80,996	+116.4%	150,602
Prentice Wealth Management LLC	+66,293	+6.6%	1,077,190
Clear Creek Financial Management, L	+61,656	+101.6%	122,323
Dynamic Advisor Solutions LLC	+53,557	+8.5%	681,278
McAlister, Sweet & Associates, Inc.	+51,343	+13.7%	425,028
Steward Partners Investment Advisor	+43,146	+1209.9%	46,712
JONES FINANCIAL COMPANIES LLLP	+36,534	+32.9%	147,707
CENTRAL TRUST Co	+34,151	+159.6%	55,545
WELLS FARGO & COMPANY/MN	+28,933	+7.4%	422,519
CWM, LLC	+28,156	+40.9%	97,012

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
FRANKLIN RESOURCES INC	-474,686	-4.5%	10,095,767
MORGAN STANLEY	-20,001	-12.0%	146,702
Janney Montgomery Scott LLC	-15,832	-15.5%	86,332
HANTZ FINANCIAL SERVICES, INC.	-13,802	-0.6%	2,277,130
Farther Finance Advisors, LLC	-12,579	-25.5%	36,714
ROYAL BANK OF CANADA	-4,861	-16.2%	25,129
PFG Advisors	-4,645	-5.4%	81,226
WINEBRENNER CAPITAL MANAGEMENT LLC	-4,233	-4.6%	86,842
Brooklyn Investment Group	-4,119	-28.6%	10,286
DIVERSIFY WEALTH MANAGEMENT, LLC	-3,768	-7.4%	47,489
EverSource Wealth Advisors, LLC	-1,401	-33.7%	2,756
Kestra Advisory Services, LLC	-1,221	-11.0%	9,843
Global View Capital Management LLC	-1,211	-5.2%	22,298
WEALTH ENHANCEMENT ADVISORY SERVICE	-1,144	-2.2%	51,352
THOROUGHBRED FINANCIAL SERVICES, LL	-770	-4.9%	15,035
Capital Investment Advisory Service	-755	-1.8%	41,264
JPMORGAN CHASE & CO	-723	-2.2%	32,255
Spire Wealth Management	-249	-2.9%	8,212
WEDBUSH SECURITIES INC	-100	-1.0%	9,550
CoreCap Advisors, LLC	-94	-9.7%	879

FLHY Institutional Ownership

Institutional Ownership — FLHY

Ownership Trends

Top Institutional Holders (114 total)

Recent Activity

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