Founders Financial Alliance, LLC Purchases in Q2 2025

Founders Financial Alliance, LLC

  • $419 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
6
+ 0.79%
$75.75 - $80.65 $455 - $484
770 $62K
IAT
Ishares Tr

ETFs
3
+ 0.56%
$39.71 - $49.55 $119 - $149
535 $26K
EMLP
First Tr Exchange Traded Iv

ETFs
57
+ 1.02%
$33.62 - $37.89 $1.92K - $2.16K
5.63K $210K
PID
Invesco Exchange Traded Fd Tr

ETFs
73
+ 0.76%
N/A
9.67K $172K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
31
+ 1.2%
$10.78 - $11.28 $334 - $350
2.61K $29K
VVR
Invesco Senior Income Trust

Financial Services
41
+ 0.17%
$3.31 - $3.8 $136 - $156
23.9K $90K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4
+ 0.34%
$51.68 - $52.76 $207 - $211
1.19K $62K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
6
+ 8.96%
$59.57 - $75.11 $357 - $451
73 $5K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
7
+ 10.77%
$60.05 - $75.31 $420 - $527
72 $5K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
22
+ 15.83%
$42.72 - $44.24 $940 - $973
161 $7K
T Rowe Price ETF Inc
750
+ 9.42%
N/A
8.71K $0
Wisdomtree Tr
881
+ 19.21%
N/A
5.47K $0
Calumet Inc
10.9K
+ 19.62%
N/A
66.3K $0
CGSD
Capital Grp Core Plus Income E
24K
+ 115.0%
N/A
44.9K $0
PUI
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.71%
$37.97 - $42.42 $38 - $42.4
142 $5K
Global X Fds
40
+ 1.95%
N/A
2.09K $0
Global X Fds
745
+ 3.93%
N/A
19.7K $0
AFLG
First Tr Exchange Traded Fd Vi
1.24K
+ 21.06%
N/A
7.11K $0
J P Morgan Exchange Traded F
90
New
N/A
90 $0
Morgan Stanley ETF Trust
118K
New
N/A
118K $0
IEO
Ishares Tr

ETFs
1
+ 2.08%
$74.87 - $95.92 $74.9 - $95.9
49 $4K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6
+ 1.68%
$40.82 - $43.14 $245 - $259
364 $15K
Invesco Actively Managed Exc
2
+ 2.2%
N/A
93 $0
Linde PLC
127
+ 10.65%
N/A
1.32K $0
First Tr Exchng Traded Fd Vi
40
+ 2.35%
N/A
1.74K $0
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
10
+ 0.67%
$18.96 - $20.43 $190 - $204
1.51K $30K
RYE
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.61%
N/A
662 $0
FTXL
First Tr ETF Vi Nasdaq Semicon
73
+ 5.19%
N/A
1.48K $0
SCHO
Schwab Short Term Us Treasury

ETFs
16
+ 0.67%
$24.19 - $24.45 $387 - $391
2.41K $58K
TFLO
Ishares Treasury Floating Rate

ETFs
1
+ 0.05%
$50.47 - $50.66 $50.5 - $50.7
2.12K $107K
FTSL
First Trust Senior Ln Fund

ETFs
13
+ 14.13%
$44.58 - $46.07 $580 - $599
105 $4K
ICF
Ishares Tr

ETFs
7
+ 0.66%
$54.56 - $62.47 $382 - $437
1.07K $65K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 1.56%
$67.29 - $72.42 $67.3 - $72.4
65 $4K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5.49K
+ 9.87%
N/A
61.1K $0
MDIV
First Trust Multi Asset Divers

ETFs
29
+ 1.3%
$14.96 - $16.41 $434 - $476
2.25K $35K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
443
+ 1.75%
$10.29 - $11.24 $4.56K - $4.98K
25.8K $281K
IEZ
Ishares Tr

ETFs
3
+ 0.28%
$14.77 - $19.84 $44.3 - $59.5
1.09K $18K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
80
+ 0.64%
$20.13 - $22.17 $1.61K - $1.77K
12.5K $271K
KMPR
Kemper Corp

Financial Services
33
+ 0.5%
$55.12 - $67.26 $1.82K - $2.22K
6.57K $424K
CB
Chubb LTD

Financial Services
1
+ 0.09%
$274.32 - $302.46 $274 - $302
1.09K $314K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
206
+ 0.5%
$9.85 - $11.67 $2.03K - $2.4K
41.3K $464K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
742
+ 1.44%
$11.35 - $12.45 $8.42K - $9.24K
52.2K $622K
NEWT
Newtek Business Services Corp.

Financial Services
377
+ 1.28%
$9.54 - $12.17 $3.6K - $4.59K
29.9K $337K
MPW
Medical Properties Trust Inc

Real Estate
195
+ 1.52%
$4.31 - $5.91 $840 - $1.15K
13K $56K
SNA
Snap On Inc

Industrials
10
+ 1.03%
$292.36 - $342.2 $2.92K - $3.42K
982 $305K
AEP
American Electric Power CO Inc

Utilities
107
+ 1.07%
$98.59 - $109.11 $10.5K - $11.7K
10.1K $1.05M
AMGN
Amgen Inc

Healthcare
6
+ 0.38%
$262.28 - $309.85 $1.57K - $1.86K
1.58K $441K
SBUX
Starbucks Corp

Consumer Cyclical
271
+ 2.21%
$79.69 - $99.41 $21.6K - $26.9K
12.6K $1.15M
BP
Bp PLC

Energy
103
+ 0.67%
$26.11 - $33.81 $2.69K - $3.48K
15.4K $460K
Activity Summary
Buys All Purchases 211 New Holdings 16 Increased Positions 195 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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