On this page, we present all of the funds holding FAD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FAD, with a link to that fund's top holdings. The next columns indicate the amount of FAD stock held by each of the funds holding FAD, followed by the FAD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding FAD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding FAD), click the fund name in the "Holder" column of the funds-holding-FAD table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | 105,891 | $13,193 | 03/31/2024 |
FAD | 105,891 | $13,193 | 03/31/2024 |
Commonwealth Equity Services LLC | 81,129 | $9,108 | 12/31/2023 |
FAD | 81,129 | $9,108 | 12/31/2023 |
LPL Financial LLC | 80,685 | $9,058 | 12/31/2023 |
FAD | 80,685 | $9,058 | 12/31/2023 |
Morgan Stanley | 68,697 | $7,712 | 12/31/2023 |
FAD | 68,697 | $7,712 | 12/31/2023 |
Goldman Sachs Group Inc. | 54,927 | $6,166 | 12/31/2023 |
FAD | 54,927 | $6,166 | 12/31/2023 |
Truist Financial Corp | 38,870 | $4,364 | 12/31/2023 |
FAD | 38,870 | $4,364 | 12/31/2023 |
Royal Bank of Canada | 35,462 | $3,981 | 12/31/2023 |
FAD | 35,462 | $3,981 | 12/31/2023 |
Kowal Investment Group LLC | 27,368 | $3,410 | 03/31/2024 |
FAD | 27,368 | $3,410 | 03/31/2024 |
Bank of America Corp DE | 27,901 | $3,132 | 12/31/2023 |
FAD | 27,901 | $3,132 | 12/31/2023 |
Wealth Management Partners LLC | 21,843 | $2,721 | 03/31/2024 |
FAD | 21,843 | $2,721 | 03/31/2024 |
D.A. Davidson & CO. | 18,831 | $2,114 | 12/31/2023 |
FAD | 18,831 | $2,114 | 12/31/2023 |
Baird Financial Group Inc. | 18,806 | $2,111 | 12/31/2023 |
FAD | 18,806 | $2,111 | 12/31/2023 |
Raymond James & Associates | 16,274 | $2,028 | 03/31/2024 |
FAD | 16,274 | $2,028 | 03/31/2024 |
Private Advisor Group LLC | 15,769 | $1,770 | 12/31/2023 |
FAD | 15,769 | $1,770 | 12/31/2023 |
Wells Fargo & Company MN | 14,531 | $1,631 | 12/31/2023 |
FAD | 14,531 | $1,631 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 12,670 | $1,422 | 12/31/2023 |
FAD | 12,670 | $1,422 | 12/31/2023 |
Susquehanna International Group LLP | 12,530 | $1,407 | 12/31/2023 |
FAD | 12,530 | $1,407 | 12/31/2023 |
626 Financial LLC | 10,867 | $1,354 | 03/31/2024 |
FAD | 10,867 | $1,354 | 03/31/2024 |
UBS Group AG | 11,441 | $1,284 | 12/31/2023 |
FAD | 11,441 | $1,284 | 12/31/2023 |
RPg Family Wealth Advisory LLC | 10,273 | $1,153 | 12/31/2023 |
FAD | 10,273 | $1,153 | 12/31/2023 |
Apeiron RIA LLC | 7,050 | $878 | 03/31/2024 |
FAD | 7,050 | $878 | 03/31/2024 |
IFP Advisors Inc | 7,094 | $796 | 12/31/2023 |
FAD | 7,094 | $796 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 5,521 | $688 | 03/31/2024 |
FAD | 5,521 | $688 | 03/31/2024 |
Geneos Wealth Management Inc. | 6,109 | $686 | 12/31/2023 |
FAD | 6,109 | $686 | 12/31/2023 |
Advisor Group Holdings Inc. | 5,780 | $649 | 12/31/2023 |
FAD | 5,780 | $649 | 12/31/2023 |
Stifel Financial Corp | 5,597 | $628 | 12/31/2023 |
FAD | 5,597 | $628 | 12/31/2023 |
NBC Securities Inc. | 4,461 | $555 | 03/31/2024 |
FAD | 4,461 | $555 | 03/31/2024 |
Nwam LLC | 4,049 | $455 | 12/31/2023 |
FAD | 4,049 | $455 | 12/31/2023 |
Prospera Financial Services Inc | 4,032 | $453 | 12/31/2023 |
FAD | 4,032 | $453 | 12/31/2023 |
Willner & Heller LLC | 4,033 | $453 | 12/31/2023 |
FAD | 4,033 | $453 | 12/31/2023 |
Envestnet Asset Management Inc. | 3,438 | $386 | 12/31/2023 |
FAD | 3,438 | $386 | 12/31/2023 |
Cetera Advisor Networks LLC | 3,143 | $353 | 12/31/2023 |
FAD | 3,143 | $353 | 12/31/2023 |
Papp L Roy & Associates | 2,596 | $323 | 03/31/2024 |
FAD | 2,596 | $323 | 03/31/2024 |
Global Retirement Partners LLC | 2,397 | $299 | 03/31/2024 |
FAD | 2,397 | $299 | 03/31/2024 |
International Assets Investment Management LLC | 2,187 | $270 | 03/31/2024 |
FAD | 2,187 | $270 | 03/31/2024 |
Kestra Advisory Services LLC | 2,395 | $269 | 12/31/2023 |
FAD | 2,395 | $269 | 12/31/2023 |
Gateway Wealth Partners LLC | 2,301 | $258 | 12/31/2023 |
FAD | 2,301 | $258 | 12/31/2023 |
1ST Source Bank | 2,250 | $253 | 12/31/2023 |
FAD | 2,250 | $253 | 12/31/2023 |
CWM LLC | 2,021 | $252 | 03/31/2024 |
FAD | 2,021 | $252 | 03/31/2024 |
Lakeview Capital Partners LLC | 2,228 | $250 | 12/31/2023 |
FAD | 2,228 | $250 | 12/31/2023 |
Cetera Advisors LLC | 2,195 | $246 | 12/31/2023 |
FAD | 2,195 | $246 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 1,905 | $237 | 03/31/2024 |
FAD | 1,905 | $237 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 2,008 | $225 | 12/31/2023 |
FAD | 2,008 | $225 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,238 | $139 | 12/31/2023 |
FAD | 1,238 | $139 | 12/31/2023 |
GWM Advisors LLC | 1,052 | $118 | 12/31/2023 |
FAD | 1,052 | $118 | 12/31/2023 |
Smartleaf Asset Management LLC | 750 | $85 | 12/31/2023 |
FAD | 750 | $85 | 12/31/2023 |
Spire Wealth Management | 401 | $50 | 03/31/2024 |
FAD | 401 | $50 | 03/31/2024 |
FMR LLC | 184 | $21 | 12/31/2023 |
FAD | 184 | $21 | 12/31/2023 |
JPMorgan Chase & Co. | 175 | $20 | 12/31/2023 |
FAD | 175 | $20 | 12/31/2023 |
Harbour Investments Inc. | 170 | $19 | 12/31/2023 |
FAD | 170 | $19 | 12/31/2023 |
ICA Group Wealth Management LLC | 150 | $17 | 12/31/2023 |
FAD | 150 | $17 | 12/31/2023 |
Advisors Preferred LLC | 128 | $14 | 12/31/2023 |
FAD | 128 | $14 | 12/31/2023 |
Sound Income Strategies LLC | 90 | $11 | 03/31/2024 |
FAD | 90 | $11 | 03/31/2024 |
Principal Securities Inc. | 75 | $8 | 12/31/2023 |
FAD | 75 | $8 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 58 | $7 | 12/31/2023 |
FAD | 58 | $7 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 19 | $2 | 12/31/2023 |
FAD | 19 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
FAD | 0 | $0 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FAD
See Details: Top 10 Hedge Funds Holding FAD
Also See: FAD Holdings Changes
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