Institutional shares held 3.36 Million
0 calls
0 puts
Total value of holdings $141M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in FSEP

Top Purchases

Q1 2024
Dhjj Financial Advisors, Ltd. Shares Held: 17.5K ($730K)
Q1 2024
Kingswood Wealth Advisors, LLC Shares Held: 10.9K ($455K)
Q4 2023
Old Mission Capital LLC Shares Held: 79.2K ($3.3M)
Q4 2023
Raymond James Financial Services Advisors, Inc. Shares Held: 164K ($6.84M)
Q4 2023
Stephens Inc Shares Held: 32.4K ($1.35M)

Top Sells

Q1 2024
Cwm, LLC Shares Held: 360K ($15M)
Q1 2024
Schulz Wealth, Ltd. Shares Held: 118K ($4.94M)
Q1 2024
Keystone Wealth Services, LLC Shares Held: 110K ($4.58M)
Q1 2024
Nbc Securities, Inc. Shares Held: 4.09K ($170K)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 342K ($14.2M)

About FSEP

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