Institutional shares held 70 Million
0 calls
0 puts
Total value of holdings $1.33B
$0 calls
$0 puts
# of Institutions 196


Latest Institutional Activity in FPEI

Top Purchases

Q2 2025
Annex Advisory Services, LLC Shares Held: 841K ($16M)
Q2 2025
Truist Financial Corp Shares Held: 1.21M ($23M)
Q2 2025
Smith Chas P & Associates Pa Cpas Shares Held: 2.29M ($43.6M)
Q2 2025
Adamsbrown Wealth Consultants LLC Shares Held: 863K ($16.4M)
Q2 2025
Financial Partners Group, Inc Shares Held: 28.2K ($537K)

Top Sells

Q2 2025
Signature Securities Group Corporation Shares Held: 200K ($3.8M)
Q2 2025
Shelton Wealth Management, LLC Shares Held: 56.7K ($1.08M)
Q2 2025
Park Avenue Securities LLC Shares Held: 66.5K ($1.26M)
Q2 2025
Beacon Financial Group Shares Held: 123K ($2.34M)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 11.7K ($222K)

About FPEI

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