Institutional shares held 58.1 Million
2.2K calls
0 puts
Total value of holdings $2.13B
$80K calls
$0 puts
# of Institutions 269


Latest Institutional Activity in FNDC

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 146K ($5.34M)
Q1 2025
Moller Financial Services Shares Held: 102K ($3.73M)
Q1 2025
Charles Schwab Trust CO Shares Held: 203K ($7.43M)
Q1 2025
Wedmont Private Capital Shares Held: 6.52K ($238K)
Q1 2025
Revolve Wealth Partners, LLC Shares Held: 5.87K ($215K)

Top Sells

Q1 2025
Clarius Group, LLC Shares Held: 33.2K ($1.22M)
Q1 2025
High Probability Advisors, LLC Shares Held: 302K ($11.1M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 16.1K ($590K)
Q1 2025
Rhs Financial, LLC Shares Held: 20K ($733K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 80.2K ($2.93M)

About FNDC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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