Institutional shares held 1.62 Million
0 calls
0 puts
Total value of holdings $254M
$0 calls
$0 puts
# of Institutions 91


Latest Institutional Activity in FAD

Top Purchases

Q4 2025
Willner & Heller, LLC Shares Held: 6.03K ($944K)
Q4 2025
Fifth Third Securities, Inc. Shares Held: 10.9K ($1.7M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 550 ($86.2K)
Q4 2025
Private Advisory Group LLC Shares Held: 5.71K ($894K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 460 ($72.1K)

Top Sells

Q4 2025
Certified Advisory Corp Shares Held: 6.13K ($961K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.9K ($297K)
Q3 2025
Raymond James Financial Inc Shares Held: 118K ($18.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 59.2K ($9.27M)
Q3 2025
Nbc Securities, Inc. Shares Held: 170 ($26.6K)

About FAD

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