Institutional shares held 306 Million
0 calls
0 puts
Total value of holdings $11.4B
$0 calls
$0 puts
# of Institutions 654


Latest Institutional Activity in FNDF

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 744K ($27.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.34M ($50M)
Q1 2025
Capital Advisors Wealth Management, LLC Shares Held: 771K ($28.7M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 153K ($5.68M)
Q1 2025
Resonant Capital Advisors, LLC Shares Held: 670K ($24.9M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 16.2M ($601M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 674K ($25.1M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 612K ($22.8M)
Q1 2025
Marshall Financial Group LLC Shares Held: 38.3K ($1.43M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 172K ($6.41M)

About FNDF

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