Institutional shares held 11.4 Million
0 calls
0 puts
Total value of holdings $854M
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in QEFA

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 48.2K ($3.61M)
Q1 2025
Win Advisors, Inc Shares Held: 33.3K ($2.49M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 123K ($9.17M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 20.8K ($1.56M)
Q1 2025
Financial Guidance Group, Inc. Shares Held: 129K ($9.68M)

Top Sells

Q1 2025
Sowell Financial Services LLC Shares Held: 8.38K ($627K)
Q1 2025
Financial Enhancement Group LLC Shares Held: 409K ($30.6M)
Q1 2025
Hobart Private Capital, LLC Shares Held: 125K ($9.35M)
Q1 2025
Cx Institutional Shares Held: 179K ($13.4M)
Q1 2025
First Hawaiian Bank Shares Held: 163K ($12.2M)

About QEFA

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P - Open market or private purchase×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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