Financial Designs Corp »

Listed Fd Tr shares owned by Financial Designs Corp

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Financial Designs Corp from 13F filings

Historical chart of Financial Designs Corp investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Financial Designs Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by Financial Designs Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 528k 25.42
2025-06-30 $12M 523k 23.50
2025-03-31 $11M 522k 21.90

More positions owned by Financial Designs Corp

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Msci Total (IXUS)
Strategic Trust Running Gwth Etf (RUNN)
Victory Portfolios Ii Shares Free Cash (VFLO)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Designs Corp

Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Blueprint Investment Partners
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Blueprint Financial Advisors
Financial Designs Corp
Vantage Financial Partners
Nelson, Van Denburg & Campbell Wealth Management
Beacon Pointe Advisors
Raymond James Financial
Spartan Planning & Wealth Management
Ausdal Financial Partners
Retirement Guys Formula

View all funds holding Listed Fd Tr