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Listed Fd Tr shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 4.5k 52.06

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First Tr Exchange-traded SHS (FDL)
Ishares Tr Us Consm Staples (IYK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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View all positions for Key Client Fiduciary Advisors

Top funds holding Listed Fd Tr

Oxford Financial
LPL Financial
Wells Fargo & Company
One Charles Private Wealth Services
Bank of New York Mellon
Rockefeller Capital Management
UBS Group
Bayshore Capital Advisors
Janney Montgomery Scott
Commonwealth Equity Services
Hilltop National Bank
Captrust Financial Advisors
MAI Wealth Advisors
Raymond James Financial
Diversified Management

View all funds holding Listed Fd Tr