$40.99

+0.29 (+0.71%)

Weekly Expected Move ±1.4%

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ETF AMEX · AUM $7.4B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — FMDE

306

Institutional Holders

+21 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

157

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (328 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	WELLS FARGO & COMPANY/MN	24,055,138	986M	+3,124,226	+14.9%	10Q	SEC ↗
2	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	13,272,880	544M	+2,237,336	+20.3%	11Q	SEC ↗
3	AMERIPRISE FINANCIAL INC	12,567,707	515M	+377,398	+3.1%	6Q	SEC ↗
4	FMR LLC	10,273,201	421M	+474,642	+4.8%	11Q	SEC ↗
5	LPL Financial LLC	6,411,057	263M	+638,320	+11.1%	11Q	SEC ↗
6	COMMONWEALTH EQUITY SERVICES, LLC	3,848,941	158M	+677,696	+21.4%	11Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	3,835,022	157M	+458,004	+13.6%	7Q	SEC ↗
8	Advance Capital Management, Inc. NEW	3,252,118	133M	—	+0.0%	1Q	SEC ↗
9	Cetera Investment Advisers	2,938,701	120M	+895,487	+43.8%	11Q	SEC ↗
10	CITADEL ADVISORS LLC NEW	2,926,269	120M	—	+0.0%	1Q	SEC ↗
11	OSAIC HOLDINGS, INC.	2,682,006	110M	+701,693	+35.4%	11Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	1,983,161	81M	+171,715	+9.5%	11Q	SEC ↗
13	MORGAN STANLEY	1,882,695	77M	+566,951	+43.1%	11Q	SEC ↗
14	Capital Analysts, LLC	1,862,959	76M	+23,483	+1.3%	7Q	SEC ↗
15	Kestra Advisory Services, LLC	1,694,747	69M	-207,089	-10.9%	11Q	SEC ↗
16	Richard P Slaughter Associates Inc	1,417,443	58M	+117,690	+9.1%	6Q	SEC ↗
17	ROYAL BANK OF CANADA	1,300,223	53M	+235,765	+22.1%	11Q	SEC ↗
18	Madison Wealth Partners, Inc	1,298,333	53M	+72,198	+5.9%	5Q	SEC ↗
19	GW HENSSLER & ASSOCIATES LTD	1,211,113	50M	+31,460	+2.7%	3Q	SEC ↗
20	MML INVESTORS SERVICES, LLC	1,083,146	44M	+237,565	+28.1%	11Q	SEC ↗
21	KFG WEALTH MANAGEMENT, LLC	947,794	39M	+53,176	+5.9%	8Q	SEC ↗
22	McNamara Financial Services, Inc.	773,260	32M	+4,229	+0.5%	3Q	SEC ↗
23	BANK OF AMERICA CORP /DE	740,187	30M	+108,656	+17.2%	5Q	SEC ↗
24	Lifelong Wealth Advisors, Inc.	736,675	30M	-24,893	-3.3%	3Q	SEC ↗
25	Kendall Capital Management	666,866	27M	+634,823	+1981.2%	3Q	SEC ↗
26	UBS Group AG	662,335	27M	+94,348	+16.6%	4Q	SEC ↗
27	ADAMSBROWN WEALTH CONSULTANTS LLC	625,634	26M	+24,145	+4.0%	4Q	SEC ↗
28	Summit Financial Wealth Advisors, LLC	579,236	24M	+27,478	+5.0%	3Q	SEC ↗
29	Equitable Holdings, Inc.	577,180	24M	+161,154	+38.7%	7Q	SEC ↗
30	Retirement Management Systems Inc.	562,734	23M	+33,227	+6.3%	3Q	SEC ↗
31	Duncan Williams Asset Management, LLC NEW	533,933	22M	—	+0.0%	1Q	SEC ↗
32	Tyche Wealth Partners LLC	532,786	22M	-4,029	-0.8%	2Q	SEC ↗
33	TWO SIGMA INVESTMENTS, LP NEW	499,800	20M	—	+0.0%	1Q	SEC ↗
34	Cambridge Investment Research Advisors	493,299	20M	+23,386	+5.0%	11Q	SEC ↗
35	WALLED LAKE PLANNING & WEALTH MANAGEME	446,041	18M	+19,911	+4.7%	2Q	SEC ↗
36	Merit Financial Group, LLC	435,269	18M	+44,113	+11.3%	3Q	SEC ↗
37	Mayfair Advisory Group, LLC	430,650	18M	+35,096	+8.9%	5Q	SEC ↗
38	HighTower Advisors, LLC	405,636	17M	+211,615	+109.1%	10Q	SEC ↗
39	Baird Financial Group, Inc.	387,191	16M	+24,378	+6.7%	9Q	SEC ↗
40	Bank of New York Mellon Corp	383,709	16M	+71,201	+22.8%	6Q	SEC ↗
41	ELEVATION POINT WEALTH PARTNERS, LLC NEW	374,896	15M	—	+0.0%	1Q	SEC ↗
42	Parkside Investments, LLC	333,931	14M	-22,540	-6.3%	8Q	SEC ↗
43	STALEY CAPITAL ADVISERS INC	313,865	13M	+4,000	+1.3%	7Q	SEC ↗
44	Serenity Investment Advisors	307,968	13M	+21,912	+7.7%	2Q	SEC ↗
45	WEALTH ENHANCEMENT ADVISORY SERVICES,	298,529	12M	+135,782	+83.4%	7Q	SEC ↗
46	JPMORGAN CHASE & CO	296,461	12M	+6,554	+2.3%	9Q	SEC ↗
47	CWM, LLC	295,304	12M	+3,849	+1.3%	4Q	SEC ↗
48	Redhawk Wealth Advisors, Inc. NEW	281,464	12M	—	+0.0%	1Q	SEC ↗
49	Private Advisor Group, LLC	272,921	11M	-92,466	-25.3%	7Q	SEC ↗
50	Prosperity Consulting Group, LLC	256,762	11M	-29,760	-10.4%	4Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Advance Capital Management, Inc.	3,252,118	133M
CITADEL ADVISORS LLC	2,926,269	120M
Duncan Williams Asset Management, L	533,933	22M
TWO SIGMA INVESTMENTS, LP	499,800	20M
ELEVATION POINT WEALTH PARTNERS, LL	374,896	15M
Redhawk Wealth Advisors, Inc.	281,464	12M
Provident Wealth Management, LLC	195,648	8M
GREATMARK INVESTMENT PARTNERS, INC.	105,130	4M
HB Wealth Management, LLC	103,823	4M
IFG Advisory, LLC	59,679	2M
StoneX Group Inc.	39,536	2M
FCG Investment Co	36,236	1M
AQR CAPITAL MANAGEMENT LLC	31,261	1M
Mission Financial Group, LLC	21,793	893K
SFG Wealth Management, LLC.	21,219	870K
Aptus Capital Advisors, LLC	20,797	852K
TENET WEALTH PARTNERS, LLC	20,394	836K
Savant Capital, LLC	16,110	660K
Allegheny Financial Group	14,589	598K
NATIXIS ADVISORS, LLC	14,123	579K

Sold Out (20)

Holder	Prev Shares	Prev Value
Thrivent Financial for Lutherans	2,324,110	95M
JANE STREET GROUP, LLC	173,874	7M
MOTCO	109,509	4M
GOLDMAN SACHS GROUP INC	104,460	4M
Independent Advisor Alliance	57,268	2M
RFG Advisory, LLC	40,374	2M
Sanctuary Advisors, LLC	30,712	1M
Bleakley Financial Group, LLC	21,375	876K
U.S. Capital Wealth Advisors, LLC	18,303	750K
Summit Financial, LLC	14,850	609K
Net Worth Advisory Group	11,190	459K
World Investment Advisors	11,172	458K
Henderson Brothers Financial Partne	7,390	303K
Sound Income Strategies, LLC	6,618	271K
COLDSTREAM CAPITAL MANAGEMENT INC	6,270	257K
Quotient Wealth Partners, LLC	5,825	239K
Johnson Financial Group, Inc.	3,200	131K
Wealth Watch Advisors, INC	2,629	108K
Clarity Asset Management, Inc.	2,507	103K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,529	63K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
WELLS FARGO & COMPANY/MN	+3,124,226	+14.9%	24,055,138
NORTHWESTERN MUTUAL WEALTH MANAGEME	+2,237,336	+20.3%	13,272,880
Cetera Investment Advisers	+895,487	+43.8%	2,938,701
OSAIC HOLDINGS, INC.	+701,693	+35.4%	2,682,006
COMMONWEALTH EQUITY SERVICES, LLC	+677,696	+21.4%	3,848,941
LPL Financial LLC	+638,320	+11.1%	6,411,057
Kendall Capital Management	+634,823	+1981.2%	666,866
MORGAN STANLEY	+566,951	+43.1%	1,882,695
FMR LLC	+474,642	+4.8%	10,273,201
RAYMOND JAMES FINANCIAL INC	+458,004	+13.6%	3,835,022
AMERIPRISE FINANCIAL INC	+377,398	+3.1%	12,567,707
MML INVESTORS SERVICES, LLC	+237,565	+28.1%	1,083,146
ROYAL BANK OF CANADA	+235,765	+22.1%	1,300,223
HighTower Advisors, LLC	+211,615	+109.1%	405,636
ENVESTNET ASSET MANAGEMENT INC	+171,715	+9.5%	1,983,161
Equitable Holdings, Inc.	+161,154	+38.7%	577,180
WEALTH ENHANCEMENT ADVISORY SERVICE	+135,782	+83.4%	298,529
STIFEL FINANCIAL CORP	+124,391	+157.3%	203,465
Richard P Slaughter Associates Inc	+117,690	+9.1%	1,417,443
BANK OF AMERICA CORP /DE	+108,656	+17.2%	740,187

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Kestra Advisory Services, LLC	-207,089	-10.9%	1,694,747
Waterway Wealth Management, LLC	-174,565	-43.2%	229,205
Private Advisor Group, LLC	-92,466	-25.3%	272,921
Farther Finance Advisors, LLC	-78,925	-55.1%	64,261
Noble Wealth Management PBC	-75,684	-65.0%	40,724
Snider Financial Group	-51,621	-68.2%	24,071
LongView Wealth Management	-45,899	-42.4%	62,366
Armor Investment Advisors, LLC	-31,427	-11.5%	241,066
Prosperity Consulting Group, LLC	-29,760	-10.4%	256,762
InTrack Investment Management Inc	-27,243	-45.1%	33,205
Lifelong Wealth Advisors, Inc.	-24,893	-3.3%	736,675
D.A. DAVIDSON & CO.	-23,440	-15.1%	132,196
Parkside Investments, LLC	-22,540	-6.3%	333,931
Integrated Wealth Concepts LLC	-21,409	-28.7%	53,207
Worth Asset Management, LLC	-20,752	-36.2%	36,508
VALLEY NATIONAL ADVISERS INC	-7,841	-6.9%	105,485
INDEPENDENT FINANCIAL GROUP, LLC	-5,817	-6.4%	84,867
Fermata Advisors, LLC	-4,813	-31.1%	10,648
Tyche Wealth Partners LLC	-4,029	-0.8%	532,786
GREAT VALLEY ADVISOR GROUP, INC.	-3,206	-4.5%	67,319

FMDE Institutional Ownership

Institutional Ownership — FMDE

Ownership Trends

Top Institutional Holders (328 total)

Recent Activity

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