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Funds Holding FEBT

On this page, we present all of the funds holding FEBT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FEBT, with a link to that fund's top holdings. The next columns indicate the amount of FEBT stock held by each of the funds holding FEBT, followed by the FEBT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding FEBT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Kaye Capital Management. For more details on the positions held by Kaye Capital Management (or by any of the other funds holding FEBT), click the fund name in the "Holder" column of the funds-holding-FEBT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Kaye Capital Management422,538$13,060 03/31/2024
     FEBT422,538$13,060 03/31/2024
AE Wealth Management LLC197,308$5,819 12/31/2023
     FEBT197,308$5,819 12/31/2023
Allianz Investment Management U.S. LLC169,765$4,901 12/31/2023
     FEBT169,765$4,901 12/31/2023
Commonwealth Equity Services LLC129,569$4,005 03/31/2024
     FEBT129,569$4,005 03/31/2024
Advisor Group Holdings Inc.60,723$1,756 12/31/2023
     FEBT60,723$1,756 12/31/2023
Atria Wealth Solutions Inc.28,434$822 12/31/2023
     FEBT28,434$822 12/31/2023
Citadel Advisors LLC20,954$606 12/31/2023
     FEBT20,954$606 12/31/2023
Nvest Financial LLC10,717$331 03/31/2024
     FEBT10,717$331 03/31/2024
CWM LLC9,963$308 03/31/2024
     FEBT9,963$308 03/31/2024
Focus Financial Network Inc.6,828$206 03/31/2024
     FEBT6,828$206 03/31/2024
Cambridge Investment Research Advisors Inc.6,604$204 03/31/2024
     FEBT6,604$204 03/31/2024
Blue Bell Private Wealth Management LLC5,158$159 03/31/2024
     FEBT5,158$159 03/31/2024
Harbour Investments Inc.2,975$86 12/31/2023
     FEBT2,975$86 12/31/2023
AdvisorNet Financial Inc978$30 03/31/2024
     FEBT978$30 03/31/2024
UBS Group AG347$10 12/31/2023
     FEBT347$10 12/31/2023
JPMorgan Chase & Co.102$3 12/31/2023
     FEBT102$3 12/31/2023
Allworth Financial LP19$1 03/31/2024
     FEBT19$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     FEBT0$0 12/31/2023

See Summary: Institutional Holders of FEBT
See Details: Top 10 Hedge Funds Holding FEBT
Also See: FEBT Holdings Changes

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