Institutional shares held 37.9 Million
12.2K calls
1.7K puts
Total value of holdings $1.82B
$585K calls
$81K puts
# of Institutions 357


Latest Institutional Activity in FDVV

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 1.83M ($87.7M)
Q1 2025
Dynasty Wealth Management, LLC Shares Held: 591K ($28.4M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 963K ($46.2M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 537K ($25.8M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 1.16M ($55.7M)

Top Sells

Q1 2025
Mascoma Wealth Management LLC Shares Held: 50.7K ($2.43M)
Q1 2025
Jane Street Group, LLC Shares Held: 131K ($6.26M)
Q1 2025
Equitable Holdings, Inc. Shares Held: 87.9K ($4.22M)
Q1 2025
Madrona Financial Services, LLC Shares Held: 15.8K ($757K)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

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