Institutional shares held 10.6 Million
0 calls
0 puts
Total value of holdings $886M
$0 calls
$0 puts
# of Institutions 227


Latest Institutional Activity in FTA

Top Purchases

Q4 2025
Holistic Financial Partners Shares Held: 138K ($11.6M)
Q3 2025
Harbour Investments, Inc. Shares Held: 91.9K ($7.69M)
Q3 2025
Lpl Financial LLC Shares Held: 924K ($77.3M)
Q3 2025
Cetera Investment Advisers Shares Held: 342K ($28.6M)
Q3 2025
One Ascent Financial Services LLC Shares Held: 23K ($1.92M)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 21.6K ($1.81M)
Q4 2025
Winebrenner Capital Management LLC Shares Held: 11.8K ($991K)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 98.3K ($8.22M)
Q3 2025
Ae Wealth Management LLC Shares Held: 68.5K ($5.73M)
Q3 2025
Iht Wealth Management, LLC Shares Held: 216K ($18M)

About FTA

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