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DYFI ETF OPPORTUNITIES TRUST

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IDX DY FI IN ETF (fund)

18 managers (18 13F filers) reported a position in DYFI shares at 2025-03-31, 1,146,001 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
1
Added
6
Reduced
7
Sold out
3
Shares held by filers
1,146,001

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Compound Planning, Inc.468,606$10.8M0.49%+75,16313F-HRTimeline
International Private Wealth Advisors L…140,252$3.24M3.11%+2,07613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…139,462$3.22M0.59%-29,31513F-HRTimelineGroup
Cambridge Investment Research Advisors,…101,497$2.35M0.01%+4,61613F-HRTimeline
WealthTrak Capital Management LLC80,160$1.85M1.6%+1,09113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC71,189$1.64M0.04%+1,03813F-HRTimeline
Atria Wealth Solutions, Inc.55,507$1.28M0.02%-3,21113F-HRTimeline
Encompass More Asset Management20,580$476K0.14%-1,26513F-HRTimeline
Ashton Thomas Private Wealth, LLC18,805$434K0.02%+1,48713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,810$388K<0.01%-1,93413F-HRTimelineGroup
GTS SECURITIES LLC11,073$256K0.01%-25,89113F-HRTimeline
Aptus Capital Advisors, LLC9,114$211K<0.01%013F-HRTimeline
McIlrath & Eck, LLC4,100$94.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,067$94K<0.01%-83313F-HRTimeline
COMERICA BANK3,604$83.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO811$18.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG364$8.41K<0.01%-14513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.