FCEF(FCEF)
FCEF
Institutional Ownership
Top 53 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 674.99K | Sep 30, 26 | +92.36K | 19.25% |
| Capital Investment Advisory Services, LLC | 511.12K | Sep 30, 26 | +34.31K | 14.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 131.98K | Sep 30, 26 | +42.16K | 3.76% |
| RAYMOND JAMES FINANCIAL INC | 126.72K | Sep 30, 26 | -27.07K | 3.61% |
| HARBOUR INVESTMENTS, INC. | 116.92K | Sep 30, 26 | +14.40K | 3.34% |
| Janney Montgomery Scott LLC | 69.38K | Sep 30, 26 | +44.42K | 1.98% |
| Proactive Wealth Strategies LLC | 54.79K | Sep 30, 26 | +811 | 1.56% |
| Cambridge Investment Research Advisors, Inc. | 54.24K | Sep 30, 26 | -2.05K | 1.55% |
| OSAIC HOLDINGS, INC. | 51.81K | Sep 30, 26 | -1.83K | 1.48% |
| SMITH, MOORE & CO. | 35.30K | Sep 30, 26 | +5.84K | 1.01% |
| Cetera Investment Advisers | 33.44K | Sep 30, 26 | -14.76K | 0.95% |
| NewEdge Advisors, LLC | 14.02K | Sep 30, 26 | -200 | 0.40% |
| Kestra Advisory Services, LLC | 10.14K | Sep 30, 26 | +128 | 0.29% |
| BFC Planning, Inc. | 6.49K | Sep 30, 26 | +5.39K | 0.19% |
| Larson Financial Group LLC | 2.60K | Sep 30, 26 | -- | 0.07% |
| AE Wealth Management LLC | 2.58K | Sep 30, 26 | +1.94K | 0.07% |
| MORGAN STANLEY | 1.97K | Sep 30, 26 | -1 | 0.06% |
| Rockefeller Capital Management L.P. | 1.07K | Sep 30, 26 | -- | 0.03% |
| UBS Group AG | 900 | Sep 30, 26 | +900 | 0.03% |
| Global Retirement Partners, LLC | 900 | Sep 30, 26 | -- | 0.03% |
| IFG Advisory, LLC | 795 | Sep 30, 26 | -518 | 0.02% |
| Geneos Wealth Management Inc. | 531 | Sep 30, 26 | +9 | 0.02% |
| Darwin Wealth Management, LLC | 5 | Sep 30, 26 | -- | 0.00% |
| Decker Retirement Planning Inc. | -- | Sep 30, 26 | -759 | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Sep 30, 26 | -424 | -- |
| FIDUCIARY FINANCIAL ADVISORS | -- | Sep 30, 26 | -840 | -- |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | -- | Sep 30, 26 | -6.40K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -8.86K | -- |
| RAYMOND JAMES FINANCIAL INC | 153.78K | Jun 30, 26 | +19.12K | 4.39% |
| OSAIC HOLDINGS, INC. | 53.64K | Jun 30, 26 | +12.41K | 1.53% |
| Cetera Investment Advisers | 48.20K | Jun 30, 26 | +785 | 1.37% |
| ENVESTNET ASSET MANAGEMENT INC | 30.84K | Jun 30, 26 | +9.99K | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.92K | Jun 30, 26 | +7.33K | 0.74% |
| Integrated Wealth Concepts LLC | 17.68K | Jun 30, 26 | +4.39K | 0.50% |
| NewEdge Advisors, LLC | 14.22K | Jun 30, 26 | +429 | 0.41% |
| MORGAN STANLEY | 1.97K | Jun 30, 26 | -1 | 0.06% |
| Rockefeller Capital Management L.P. | 1.07K | Jun 30, 26 | -- | 0.03% |
| FIDUCIARY FINANCIAL ADVISORS | 840 | Jun 30, 26 | +840 | 0.02% |
| AE Wealth Management LLC | 635 | Jun 30, 26 | -- | 0.02% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -500 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -16 | -- |
| CWM, LLC | 4.39K | Mar 31, 26 | +4.39K | 0.13% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.75K | -- |
| Legacy Investment Solutions, LLC | 16 | Jun 30, 25 | +16 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 106.89K | Sep 30, 24 | -2.38K | 3.05% |
| Raymond James Financial Services Advisors, Inc. | 14.22K | Sep 30, 24 | -5.93K | 0.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.51K | Jun 30, 24 | -6 | 0.07% |
| FREEDOM WEALTH ALLIANCE, LLC | 11.57K | Sep 30, 23 | +1.12K | 0.33% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 12.21K | Dec 31, 19 | -5.00K | 0.35% |
| Advisor Group, Inc. | 3.90K | Dec 31, 19 | -- | 0.11% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 173 | Sep 30, 19 | -- | 0.00% |
| IFC Holdings Incorporated/FL | 58.07K | Dec 31, 17 | -3.77K | 1.66% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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