Institutional shares held 306 Million
0 calls
0 puts
Total value of holdings $11.2B
$0 calls
$0 puts
# of Institutions 644


Latest Institutional Activity in FNDF

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 744K ($27.1M)
Q1 2025
Cva Family Office, LLC Shares Held: 889K ($32.4M)
Q1 2025
Merit Financial Group, LLC Shares Held: 83.4K ($3.04M)
Q1 2025
Beacon Financial Group Shares Held: 42.4K ($1.54M)
Q1 2025
Integrated Advisors Network LLC Shares Held: 40.9K ($1.49M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 16.2M ($589M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 612K ($22.3M)
Q1 2025
Marshall Financial Group LLC Shares Held: 38.3K ($1.4M)
Q1 2025
Arlington Financial Advisors, LLC Shares Held: 697K ($25.4M)
Q1 2025
Visionary Horizons, LLC Shares Held: 200K ($7.31M)

About FNDF

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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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