On this page, we present all of the funds holding FDG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FDG, with a link to that fund's top holdings. The next columns indicate the amount of FDG stock held by each of the funds holding FDG, followed by the FDG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding FDG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by American Century Companies Inc.. For more details on the positions held by American Century Companies Inc. (or by any of the other funds holding FDG), click the fund name in the "Holder" column of the funds-holding-FDG table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
American Century Companies Inc. | 959,715 | $68,322 | 12/31/2023 |
FDG | 959,715 | $68,322 | 12/31/2023 |
Envestnet Asset Management Inc. | 558,680 | $39,772 | 12/31/2023 |
FDG | 558,680 | $39,772 | 12/31/2023 |
Bank of New York Mellon Corp | 101,048 | $8,348 | 03/31/2024 |
FDG | 101,048 | $8,348 | 03/31/2024 |
Slagle Financial LLC | 107,322 | $7,640 | 12/31/2023 |
FDG | 107,322 | $7,640 | 12/31/2023 |
ERn Financial LLC | 66,430 | $5,488 | 03/31/2024 |
FDG | 66,430 | $5,488 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 68,982 | $4,911 | 12/31/2023 |
FDG | 68,982 | $4,911 | 12/31/2023 |
Synergy Financial Management LLC | 54,812 | $4,528 | 03/31/2024 |
FDG | 54,812 | $4,528 | 03/31/2024 |
AE Wealth Management LLC | 55,828 | $4,090 | 12/31/2023 |
FDG | 55,828 | $4,090 | 12/31/2023 |
Truist Financial Corp | 45,160 | $3,215 | 12/31/2023 |
FDG | 45,160 | $3,215 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 26,658 | $2,202 | 03/31/2024 |
FDG | 26,658 | $2,202 | 03/31/2024 |
Apexium Financial LP | 23,549 | $1,946 | 03/31/2024 |
FDG | 23,549 | $1,946 | 03/31/2024 |
Lincoln National Corp | 27,054 | $1,926 | 12/31/2023 |
FDG | 27,054 | $1,926 | 12/31/2023 |
Dominguez Wealth Management Solutions Inc. | 15,221 | $1,258 | 03/31/2024 |
FDG | 15,221 | $1,258 | 03/31/2024 |
Stifel Financial Corp | 11,508 | $819 | 12/31/2023 |
FDG | 11,508 | $819 | 12/31/2023 |
Commonwealth Equity Services LLC | 10,713 | $763 | 12/31/2023 |
FDG | 10,713 | $763 | 12/31/2023 |
Owen LaRue LLC | 9,568 | $681 | 12/31/2023 |
FDG | 9,568 | $681 | 12/31/2023 |
IFP Advisors Inc | 8,805 | $627 | 12/31/2023 |
FDG | 8,805 | $627 | 12/31/2023 |
Bank of America Corp DE | 8,564 | $610 | 12/31/2023 |
FDG | 8,564 | $610 | 12/31/2023 |
GeoWealth Management LLC | 7,668 | $546 | 12/31/2023 |
FDG | 7,668 | $546 | 12/31/2023 |
Citadel Advisors LLC | 6,994 | $498 | 12/31/2023 |
FDG | 6,994 | $498 | 12/31/2023 |
HighTower Advisors LLC | 5,439 | $386 | 12/31/2023 |
FDG | 5,439 | $386 | 12/31/2023 |
Cetera Advisor Networks LLC | 4,949 | $352 | 12/31/2023 |
FDG | 4,949 | $352 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 4,380 | $312 | 12/31/2023 |
FDG | 4,380 | $312 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 3,208 | $265 | 03/31/2024 |
FDG | 3,208 | $265 | 03/31/2024 |
Beacon Financial Advisory LLC | 3,390 | $241 | 12/31/2023 |
FDG | 3,390 | $241 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 3,170 | $226 | 12/31/2023 |
FDG | 3,170 | $226 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 2,945 | $210 | 12/31/2023 |
FDG | 2,945 | $210 | 12/31/2023 |
Win Advisors Inc. | 2,428 | $201 | 03/31/2024 |
FDG | 2,428 | $201 | 03/31/2024 |
Royal Bank of Canada | 547 | $39 | 12/31/2023 |
FDG | 547 | $39 | 12/31/2023 |
CWM LLC | 150 | $12 | 03/31/2024 |
FDG | 150 | $12 | 03/31/2024 |
VitalStone Financial LLC | 67 | $5 | 12/31/2023 |
FDG | 67 | $5 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
FDG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FDG
See Details: Top 10 Hedge Funds Holding FDG
Also See: FDG Holdings Changes
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