Institutional shares held 78.4 Million
0 calls
0 puts
Total value of holdings $3.22B
$0 calls
$0 puts
# of Institutions 469


Latest Institutional Activity in FDL

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 10.7M ($442M)
Q1 2025
Creative Planning Shares Held: 1.56M ($64.1M)
Q1 2025
Raymond James Financial Inc Shares Held: 3.81M ($157M)
Q1 2025
One Capital Management, LLC Shares Held: 642K ($26.4M)
Q1 2025
Stifel Financial Corp Shares Held: 1.81M ($74.5M)

Top Sells

Q1 2025
Jones Financial Companies Lllp Shares Held: 1.1K ($45.3K)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 1.1M ($45.4M)
Q1 2025
True Private Wealth Advisors Shares Held: 847K ($34.9M)
Q1 2025
Gamma Investing LLC Shares Held: 2.57K ($106K)
Q1 2025
Independent Advisor Alliance Shares Held: 102K ($4.21M)

About FDL

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