Institutional shares held 2.86 Million
0 calls
0 puts
Total value of holdings $129M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in FMF

Top Purchases

Q2 2025
Fermata Advisors, LLC Shares Held: 14.7K ($663K)
Q1 2025
Coppell Advisory Solutions LLC Shares Held: 139K ($6.3M)
Q1 2025
First Trust Advisors LP Shares Held: 99.1K ($4.48M)
Q1 2025
Assetmark, Inc Shares Held: 101K ($4.57M)
Q1 2025
Raymond James Financial Inc Shares Held: 79.5K ($3.59M)

Top Sells

Q2 2025
Professional Financial Advisors, LLC Shares Held: 11.7K ($529K)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 5.46K ($247K)
Q2 2025
Private Client Services, LLC Shares Held: 6.07K ($274K)
Q1 2025
Ae Wealth Management LLC Shares Held: 26.8K ($1.21M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 412K ($18.6M)

About FMF

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