Institutional shares held 579 Million
0 calls
0 puts
Total value of holdings $12.8B
$0 calls
$0 puts
# of Institutions 679


Latest Institutional Activity in FNDX

Top Purchases

Q1 2025
Nicholson Meyer Capital Management, Inc. Shares Held: 398K ($9M)
Q1 2025
Merit Financial Group, LLC Shares Held: 625K ($14.1M)
Q1 2025
Pennsylvania Capital Management Inc Shares Held: 362K ($8.18M)
Q1 2025
Access Financial Services, Inc. Shares Held: 480K ($10.8M)
Q1 2025
Highline Wealth Partners LLC Shares Held: 304K ($6.88M)

Top Sells

Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 1.23M ($27.9M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 172K ($3.89M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.72M ($38.8M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 500K ($11.3M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 231K ($5.23M)

About FNDX

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