Institutional shares held 1.13 Million
0 calls
0 puts
Total value of holdings $159M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in FAD

Top Purchases

Q1 2025
Creative Planning Shares Held: 56.2K ($7.93M)
Q1 2025
R Pg Family Wealth Advisory, LLC Shares Held: 33.2K ($4.69M)
Q1 2025
Lpl Financial LLC Shares Held: 111K ($15.7M)
Q1 2025
Virtu Financial LLC Shares Held: 17.8K ($2.51M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 12.6K ($1.78M)

Top Sells

Q1 2025
Jones Financial Companies Lllp Shares Held: 8.62K ($1.22M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 5.18K ($731K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 15.7K ($2.22M)
Q1 2025
Cetera Investment Advisers Shares Held: 7.92K ($1.12M)
Q1 2025
Private Advisor Group, LLC Shares Held: 13.9K ($1.97M)

About FAD

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