Institutional shares held 5.75 Million
0 calls
0 puts
Total value of holdings $291M
$0 calls
$0 puts
# of Institutions 148


Latest Institutional Activity in FSEP

Top Purchases

Q4 2025
Clear Creek Financial Management, LLC Shares Held: 20.2K ($1.02M)
Q4 2025
Act Advisors, Llc. Shares Held: 12.5K ($632K)
Q4 2025
Signal Advisors Wealth, LLC Shares Held: 36.2K ($1.83M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 4.61K ($233K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.67K ($490K)

Top Sells

Q4 2025
Bam Wealth Management, LLC Shares Held: 96.8K ($4.9M)
Q4 2025
Fragasso Group Inc. Shares Held: 61.6K ($3.12M)
Q4 2025
E Rn Financial, LLC Shares Held: 44.9K ($2.28M)
Q4 2025
Sowell Financial Services LLC Shares Held: 8.76K ($444K)
Q4 2025
World Equity Group, Inc. Shares Held: 12.6K ($640K)

About FSEP

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