FTHSX
FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares
1W: -0.5%
1M: -2.4%
3M: -1.8%
YTD: +12.2%
1Y: +14.3%
3Y: +71.2%
5Y: +75.2%
$57.26
+0.36 (+0.63%)
Weekly Expected Move ±1.4%
$55
$56
$57
$58
$59
Institutional Ownership — FTHSX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 4,106 | 235K | — | +0.0% | 1Q | SEC ↗ |
| 2 | McIlrath & Eck, LLC NEW | 1,311 | 75K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Garton & Associates Financial Advisors | 0 | 0K | -71,826 | -100.0% | 2Q | SEC ↗ |
| 4 | Kohmann Bosshard Financial Services, L | 0 | 0K | -521 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 4,106 | 235K |
| McIlrath & Eck, LLC | 1,311 | 75K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 71,826 | 4M |
| Kohmann Bosshard Financial Services | 521 | 30K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.