Institutional shares held 579 Million
0 calls
0 puts
Total value of holdings $12.7B
$0 calls
$0 puts
# of Institutions 672


Latest Institutional Activity in FNDX

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 625K ($13.8M)
Q1 2025
Access Financial Services, Inc. Shares Held: 480K ($10.6M)
Q1 2025
Highline Wealth Partners LLC Shares Held: 304K ($6.69M)
Q1 2025
Ami Investment Management Inc Shares Held: 113K ($2.49M)
Q1 2025
Alhambra Investment Partners LLC Shares Held: 392K ($8.62M)

Top Sells

Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 1.23M ($27.2M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 500K ($11M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 231K ($5.09M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 927 ($20.4K)
Q1 2025
Midland Wealth Advisors LLC Shares Held: 75.2K ($1.66M)

About FNDX

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