Institutional shares held 1.42 Million
0 calls
0 puts
Total value of holdings $227M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in FAD

Top Purchases

Q3 2025
Truist Financial Corp Shares Held: 51.1K ($8.19M)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 5.66K ($907K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 16.5K ($2.64M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 12.4K ($1.99M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 1.31K ($210K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 59.2K ($9.48M)
Q3 2025
Cwm, LLC Shares Held: 897 ($144K)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 9.99K ($1.6M)
Q3 2025
Truefg, LLC Shares Held: 1.47K ($236K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.94K ($311K)

About FAD

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