Institutional shares held 2.76 Million
0 calls
0 puts
Total value of holdings $125M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in FMF

Top Purchases

Q1 2025
Coppell Advisory Solutions LLC Shares Held: 139K ($6.33M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 50.5K ($2.29M)
Q1 2025
First Trust Advisors LP Shares Held: 99.1K ($4.5M)
Q1 2025
Assetmark, Inc Shares Held: 101K ($4.59M)
Q1 2025
Raymond James Financial Inc Shares Held: 79.5K ($3.61M)

Top Sells

Q1 2025
Ae Wealth Management LLC Shares Held: 26.8K ($1.21M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 412K ($18.7M)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2025
Pfg Advisors Shares Held: 17.6K ($799K)
Q1 2025
Holistic Financial Partners Shares Held: 18.3K ($830K)

About FMF

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