Purchases and Sales Made in Q2 2025 in Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD) during Q2 2025. The information is specifically focused on institutions that hold shares of CAMBRIA FOREIGN SHAREHOLDER YI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-570- 4.48% |
$13.4K - $16.8K
|
12.2K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.72K- 2.04% |
$40.4K - $50.7K
|
82.9K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.93K- 9.53% |
$45.4K - $56.9K
|
18.4K
$567K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.15K- 1.43% |
$50.3K - $63.1K
|
148K
$4.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.04K- 81.8% |
$71.3K - $89.4K
|
676
$20.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.14K- 1.01% |
$73.5K - $92.2K
|
307K
$9.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.97K- 11.59% |
$93.2K - $117K
|
30.3K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-4.06K- 3.72% |
$95.1K - $119K
|
105K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.14K- 5.3% |
$121K - $151K
|
91.8K
$2.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.49K- 5.58% |
$129K - $161K
|
92.8K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.86K- 27.27% |
$137K - $172K
|
15.6K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.65K- 7.26% |
$156K - $196K
|
84.8K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.58K- 21.78% |
$225K - $282K
|
34.4K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.1K- 20.58% |
$331K - $415K
|
54.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.2K- 50.99% |
$614K - $770K
|
25.2K
$778K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-28.9K- 13.83% |
$678K - $850K
|
180K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 63.58% |
$705K - $883K
|
17.2K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-39.3K- 44.13% |
$922K - $1.16M
|
49.7K
$1.54M
|