Institutional shares held 2.94 Million
0 calls
0 puts
Total value of holdings $139M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in FMF

Top Purchases

Q2 2025
Janney Montgomery Scott LLC Shares Held: 119K ($5.64M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 58.4K ($2.77M)
Q2 2025
Rfg Advisory, LLC Shares Held: 41.9K ($1.98M)
Q2 2025
Park Avenue Securities LLC Shares Held: 23.8K ($1.13M)
Q2 2025
Benjamin Edwards Inc Shares Held: 70K ($3.32M)

Top Sells

Q2 2025
Harbour Investments, Inc. Shares Held: 7.62K ($361K)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.8K ($606K)
Q2 2025
Holistic Financial Partners Shares Held: 7.7K ($365K)
Q2 2025
Pensionmark Financial Group, LLC Shares Held: 8.6K ($407K)
Q2 2025
Ae Wealth Management LLC Shares Held: 17.6K ($832K)

About FMF

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