FEN

Institutional Ownership

Top 31 Institutional Holders
HolderSharesDateChange% Held
ICA Group Wealth Management, LLC--Jun 30, 24-16.71K--
Reitz Capital Advisors LLC44.19KMar 31, 24--0.23%
Cetera Advisors LLC17.25KMar 31, 24-3.46K0.09%
Baystate Wealth Management LLC1.00KDec 31, 23+1.00K0.01%
BDO Wealth Advisors, LLC17.56KJun 30, 23-1.60K0.09%
American Portfolios Advisors7.28KSep 30, 22--0.04%
NEXT Financial Group, Inc1.53KDec 31, 21+100.01%
Ameritas Investment Company, LLC10.38KSep 30, 21--0.05%
Winslow, Evans & Crocker, Inc.1.66KDec 31, 20+1.24K0.01%
Private Vista, LLC29.58KJun 30, 20+29.58K0.15%
LADENBURG THALMANN FINANCIAL SERVICES INC.175.57KDec 31, 19-44.97K0.90%
Advisor Group, Inc.14.75KDec 31, 19-3.84K0.08%
MONROE BANK & TRUST/MI83.38KJun 30, 19+7.99K0.43%
NEXT Financial Holdings9.21KMar 31, 19+9.21K0.05%
Vantage Investment Advisors, LLC2.94KSep 30, 18--0.02%
YORKVILLE CAPITAL MANAGEMENT, LLC10.26KDec 31, 17+10.26K0.05%
BB&T INVESTMENT SERVICES, INC.355Dec 31, 17--0.00%
IFC Holdings Incorporated/FL--Dec 31, 17-14.59K--
Jacobus Wealth Management, Inc.151.04KSep 30, 17-5.27K0.78%
Commonwealth Equity Services, Inc36.58KJun 30, 17-3.00K0.19%
WFG Advisors, LP840Jun 30, 17+8400.00%
Tiedemann Wealth Management Holdings, LLC--Jun 30, 17-120.49K--
MSI Financial Services Inc2.54KDec 31, 16+310.01%
TIEDEMANN TRUST CO557.86KJun 30, 16-62.33K2.87%
Investors Capital Advisory Services24.92KJun 30, 16-6300.13%
COHEN & STEERS CAPITAL MANAGEMENT INC460.43KMar 31, 15+460.43K2.37%
BAIRD ROBERT W & CO INC /WI/185.73KMar 31, 15+2.66K0.95%
NEW ENGLAND SECURITIES CORP /MA/1.91KDec 31, 14-1.95K0.01%
UBS AG23.69KSep 30, 14+2.37K0.12%
KMS FINANCIAL SERVICES, INC--Jun 30, 14-9.00K--
STIFEL NICOLAUS & CO INC \MO\11.21KSep 30, 13-1.40K0.06%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.