Institutional shares held 44.4 Million
13.3K calls
4.1K puts
Total value of holdings $2.47B
$740K calls
$228K puts
# of Institutions 402


Latest Institutional Activity in FDVV

Top Purchases

Q3 2025
Retirement Planning Group Shares Held: 2.2M ($122M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 247K ($13.8M)
Q3 2025
D.A. Davidson & Co. Shares Held: 284K ($15.8M)
Q3 2025
Dynasty Wealth Management, LLC Shares Held: 693K ($38.6M)
Q3 2025
Base Wealth Management LLC Shares Held: 113K ($6.29M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.96M ($165M)
Q3 2025
Childress Capital Advisors, LLC Shares Held: 768K ($42.7M)
Q3 2025
Mascoma Wealth Management LLC Shares Held: 34.8K ($1.94M)
Q3 2025
Marmo Financial Group, LLC Shares Held: 112K ($6.25M)
Q3 2025
Gladstone Institutional Advisory LLC Shares Held: 19.7K ($1.1M)

About FDVV

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