Who owns Lehman Brothers First Trust IOF?

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Analyze quarterly positions in Lehman Brothers First Trust IOF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Lehman Brothers First Trust IOF stock

Who bought or sold Lehman Brothers First Trust IOF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Sit Investment Associates 5.6M $35M 1736% Jun 2026
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Rivernorth Capital Management 1.4M $8.6M 100% Jun 2026
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Absolute Investment Advisers 881k $4.8M 10% Sep 2026
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Guggenheim Capital, LLC Managers 489k $3.1M -8% Jun 2026
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GraniteShares Advisors 445k $2.4M 13% Sep 2026
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LPL Financial 401k $2.2M -3% Sep 2026
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Quarry 342k $2.1M -30% Jun 2026
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Deschutes Portfolio Strategy 340k $1.8M 100% Sep 2026
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Invesco 323k $2.0M 33% Jun 2026
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Wells Fargo & Company 286k $1.8M 7% Jun 2026
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Uncommon Cents Investing 248k $1.3M 0% Sep 2026
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Cable Car Capital 233k $1.5M -58% Jun 2026
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J.w. Cole Advisors 216k $1.2M -1% Sep 2026
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Toronto-Dominion Bank 205k $1.3M 100% Jun 2026
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Clear Street Group 199k $1.2M 100% Jun 2026
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Jpmorgan Chase & Co 198k $1.2M 100% Jun 2026
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Wolverine Asset Management 182k $989k 192% Sep 2026
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Ameriprise Financial 173k $1.1M 0% Jun 2026
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Marex Group 162k $1.0M 259% Jun 2026
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Bramshill Investments 134k $835k 35% Jun 2026
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Harbour Investments 124k $673k -19% Sep 2026
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Advisor Group Holdings 112k $701k 31% Jun 2026
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Raymond James Financial 110k $689k 23% Jun 2026
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Melfa Wealth Management 99k $537k -5% Sep 2026
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Shaker Financial Services 78k $425k 100% Sep 2026
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Total Wealth Planning & Management 63k $344k 17% Sep 2026
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Logan Stone Capital 61k $382k 100% Jun 2026
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Jane Street 54k $335k 14% Jun 2026
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Readystate Asset Management 52k $325k 100% Jun 2026
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UBS Group 50k $310k 98% Jun 2026
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Apollon Wealth Management 48k $261k 2% Sep 2026
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Equitable Holdings 46k $287k 0% Jun 2026
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Goss Wealth Management 45k $282k 8% Jun 2026
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SeaCrest Wealth Management 45k $243k -2% Sep 2026
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AEGON USA Investment Management 44k $237k 100% Sep 2026
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Creative Financial Designs 43k $233k 30% Sep 2026
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XTX Topco 38k $236k 100% Jun 2026
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TrueMark Investments 33k $181k 6% Sep 2026
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Robinson Capital Management 33k $206k 0% Jun 2026
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HighTower Advisors 31k $166k 0% Sep 2026
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Commonwealth Equity Services 23k $122k -22% Sep 2026
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AlphaCore Capital 21k $114k 0% Sep 2026
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Morris Retirement Advisors 19k $104k 1% Sep 2026
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Kestra Advisory Services 19k $104k -1% Sep 2026
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PFG Investments 19k $115k 100% Jun 2026
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Capital Investment Advisors 17k $90k 6% Sep 2026
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Intl Fcstone 15k $83k -48% Sep 2026
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Cambridge Investment Research Advisors 14k $74k 24% Sep 2026
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Mercer Global Advisors 13k $83k 0% Jun 2026
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Cura Wealth Advisors 12k $77k 0% Jun 2026
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EP Wealth Advisors 11k $71k 100% Jun 2026
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Bailard 11k $59k 0% Sep 2026
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Royal Bank of Canada 10k $65k -26% Jun 2026
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Fifth Third Bancorp 3.7k $20k 23% Sep 2026
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Osbon Capital Management 1.8k $11k 100% Jun 2026
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BFC Planning 1.8k $11k 0% Jun 2026
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Berthel, Fisher & Company Financial Services 1.8k $11k 0% Jun 2026
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Highline Wealth Partners 1.5k $8.1k 0% Sep 2026
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Farther Finance Advisors 1.1k $6.1k 5% Sep 2026
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Global Retirement Partners 1.0k $5.4k -11% Sep 2026
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Geneos Wealth Management 866.00 $4.7k 100% Sep 2026
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Community Fin'l Svs 470.00 $2.5k 0% Sep 2026
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Pinnacle Wealth Planning Services 341.00 $1.8k -12% Sep 2026
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WPG Advisers 169.00 $915.996900 0% Sep 2026
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Huntington National Bank 62.00 $336.002800 100% Sep 2026
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Boothbay Fund Management Mar 2026 487k $3.2M
Alpine Partners VI Mar 2026 481k $3.1M
Yakira Capital Management Mar 2026 104k $675k
Nomura Holdings Mar 2026 25k $162k
Cetera Investment Advisers Mar 2026 23k $147k
CoreCap Advisors Jun 2026 19k $119k
Axiom Investment Management Jun 2026 2.5k $16k
Northwestern Mutual Wealth Management Company Mar 2026 281.00 $1.8k