Institutional shares held 3.17 Million
0 calls
0 puts
Total value of holdings $157M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in FMF

Top Purchases

Q3 2025
Twelve Points Wealth Management LLC Shares Held: 21.5K ($1.07M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 140K ($6.96M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 14.3K ($710K)
Q3 2025
Benjamin Edwards Inc Shares Held: 83.9K ($4.16M)
Q3 2025
Tcp Asset Management, LLC Shares Held: 193K ($9.58M)

Top Sells

Q3 2025
Simplicity Wealth,Llc Shares Held: 18.6K ($923K)
Q3 2025
Iams Wealth Management, LLC Shares Held: 20.7K ($1.02M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 10.8K ($535K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 17.4K ($862K)
Q3 2025
Tfb Advisors LLC Shares Held: 8.47K ($420K)

About FMF

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