On this page, we present all of the funds holding FEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FEP, with a link to that fund's top holdings. The next columns indicate the amount of FEP stock held by each of the funds holding FEP, followed by the FEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 97 funds holding FEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FEP), click the fund name in the "Holder" column of the funds-holding-FEP table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 825,751 | $29,991 | 12/31/2023 |
FEP | 825,751 | $29,991 | 12/31/2023 |
Envestnet Asset Management Inc. | 333,353 | $12,107 | 12/31/2023 |
FEP | 333,353 | $12,107 | 12/31/2023 |
Wells Fargo & Company MN | 294,533 | $10,697 | 12/31/2023 |
FEP | 294,533 | $10,697 | 12/31/2023 |
LPL Financial LLC | 265,026 | $9,626 | 12/31/2023 |
FEP | 265,026 | $9,626 | 12/31/2023 |
Jane Street Group LLC | 172,181 | $6,254 | 12/31/2023 |
FEP | 172,181 | $6,254 | 12/31/2023 |
Vontobel Holding Ltd. | 153,272 | $5,567 | 12/31/2023 |
FEP | 153,272 | $5,567 | 12/31/2023 |
Advisor Group Holdings Inc. | 146,770 | $5,334 | 12/31/2023 |
FEP | 146,770 | $5,334 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 75,234 | $2,827 | 03/31/2024 |
FEP | 75,234 | $2,827 | 03/31/2024 |
Coppell Advisory Solutions LLC | 77,820 | $2,826 | 12/31/2023 |
FEP | 77,820 | $2,826 | 12/31/2023 |
UBS Group AG | 77,074 | $2,799 | 12/31/2023 |
FEP | 77,074 | $2,799 | 12/31/2023 |
Cetera Investment Advisers | 67,886 | $2,466 | 12/31/2023 |
FEP | 67,886 | $2,466 | 12/31/2023 |
Avantax Advisory Services Inc. | 65,081 | $2,364 | 12/31/2023 |
FEP | 65,081 | $2,364 | 12/31/2023 |
Citadel Advisors LLC | 60,815 | $2,209 | 12/31/2023 |
FEP | 60,815 | $2,209 | 12/31/2023 |
Commonwealth Equity Services LLC | 57,934 | $2,104 | 12/31/2023 |
FEP | 57,934 | $2,104 | 12/31/2023 |
Dunhill Financial LLC | 54,282 | $1,972 | 12/31/2023 |
FEP | 54,282 | $1,972 | 12/31/2023 |
OLD Mission Capital LLC | 53,660 | $1,949 | 12/31/2023 |
FEP | 53,660 | $1,949 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 47,961 | $1,802 | 03/31/2024 |
FEP | 47,961 | $1,802 | 03/31/2024 |
Susquehanna International Group LLP | 49,181 | $1,786 | 12/31/2023 |
FEP | 49,181 | $1,786 | 12/31/2023 |
Bank of New York Mellon Corp | 43,496 | $1,635 | 03/31/2024 |
FEP | 43,496 | $1,635 | 03/31/2024 |
Assetmark Inc. | 43,900 | $1,594 | 12/31/2023 |
FEP | 43,900 | $1,594 | 12/31/2023 |
Bank of America Corp DE | 42,888 | $1,558 | 12/31/2023 |
FEP | 42,888 | $1,558 | 12/31/2023 |
Raymond James & Associates | 39,733 | $1,493 | 03/31/2024 |
FEP | 39,733 | $1,493 | 03/31/2024 |
Integrated Wealth Concepts LLC | 41,027 | $1,490 | 12/31/2023 |
FEP | 41,027 | $1,490 | 12/31/2023 |
AE Wealth Management LLC | 41,249 | $1,473 | 12/31/2023 |
FEP | 41,249 | $1,473 | 12/31/2023 |
Mainsail Financial Group LLC | 36,850 | $1,385 | 03/31/2024 |
FEP | 36,850 | $1,385 | 03/31/2024 |
Flow Traders U.S. LLC | 37,954 | $1,378 | 12/31/2023 |
FEP | 37,954 | $1,378 | 12/31/2023 |
Cetera Advisor Networks LLC | 37,664 | $1,368 | 12/31/2023 |
FEP | 37,664 | $1,368 | 12/31/2023 |
Janney Montgomery Scott LLC | 36,690 | $1,333 | 12/31/2023 |
FEP | 36,690 | $1,333 | 12/31/2023 |
Snowden Capital Advisors LLC | 35,684 | $1,296 | 12/31/2023 |
FEP | 35,684 | $1,296 | 12/31/2023 |
MML Investors Services LLC | 31,006 | $1,126 | 12/31/2023 |
FEP | 31,006 | $1,126 | 12/31/2023 |
IFP Advisors Inc | 25,878 | $940 | 12/31/2023 |
FEP | 25,878 | $940 | 12/31/2023 |
SignalPoint Asset Management LLC | 23,594 | $888 | 03/31/2024 |
FEP | 23,594 | $888 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 22,602 | $821 | 12/31/2023 |
FEP | 22,602 | $821 | 12/31/2023 |
Atria Wealth Solutions Inc. | 22,105 | $803 | 12/31/2023 |
FEP | 22,105 | $803 | 12/31/2023 |
Stifel Financial Corp | 20,771 | $754 | 12/31/2023 |
FEP | 20,771 | $754 | 12/31/2023 |
Iams Wealth Management LLC | 19,197 | $696 | 03/31/2024 |
FEP | 19,197 | $696 | 03/31/2024 |
Royal Bank of Canada | 18,400 | $667 | 12/31/2023 |
FEP | 18,400 | $667 | 12/31/2023 |
Orion Portfolio Solutions LLC | 18,187 | $662 | 12/31/2023 |
FEP | 18,187 | $662 | 12/31/2023 |
Kestra Advisory Services LLC | 17,625 | $640 | 12/31/2023 |
FEP | 17,625 | $640 | 12/31/2023 |
Gateway Wealth Partners LLC | 16,561 | $602 | 12/31/2023 |
FEP | 16,561 | $602 | 12/31/2023 |
StoneX Group Inc. | 16,437 | $597 | 12/31/2023 |
FEP | 16,437 | $597 | 12/31/2023 |
NewEdge Wealth LLC | 16,070 | $584 | 12/31/2023 |
FEP | 16,070 | $584 | 12/31/2023 |
OneAscent Financial Services LLC | 15,449 | $581 | 03/31/2024 |
FEP | 15,449 | $581 | 03/31/2024 |
Park Avenue Securities LLC | 14,942 | $562 | 03/31/2024 |
FEP | 14,942 | $562 | 03/31/2024 |
ABLE Financial Group LLC | 15,037 | $546 | 12/31/2023 |
FEP | 15,037 | $546 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 14,234 | $517 | 12/31/2023 |
FEP | 14,234 | $517 | 12/31/2023 |
D.A. Davidson & CO. | 14,209 | $516 | 12/31/2023 |
FEP | 14,209 | $516 | 12/31/2023 |
HFG Advisors Inc. | 13,491 | $507 | 03/31/2024 |
FEP | 13,491 | $507 | 03/31/2024 |
Cetera Advisors LLC | 13,353 | $485 | 12/31/2023 |
FEP | 13,353 | $485 | 12/31/2023 |
1776 Wealth LLC | 12,842 | $466 | 12/31/2023 |
FEP | 12,842 | $466 | 12/31/2023 |
Virtue Capital Management LLC | 11,639 | $420 | 12/31/2023 |
FEP | 11,639 | $420 | 12/31/2023 |
Concurrent Investment Advisors LLC | 10,541 | $383 | 12/31/2023 |
FEP | 10,541 | $383 | 12/31/2023 |
PFG Advisors | 10,166 | $369 | 12/31/2023 |
FEP | 10,166 | $369 | 12/31/2023 |
Private Portfolio Partners LLC | 9,020 | $328 | 12/31/2023 |
FEP | 9,020 | $328 | 12/31/2023 |
Equitable Holdings Inc. | 8,100 | $294 | 12/31/2023 |
FEP | 8,100 | $294 | 12/31/2023 |
Kestra Private Wealth Services LLC | 8,054 | $293 | 12/31/2023 |
FEP | 8,054 | $293 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 7,597 | $276 | 12/31/2023 |
FEP | 7,597 | $276 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 6,944 | $261 | 03/31/2024 |
FEP | 6,944 | $261 | 03/31/2024 |
Treasure Coast Financial Planning | 6,634 | $249 | 03/31/2024 |
FEP | 6,634 | $249 | 03/31/2024 |
Principal Securities Inc. | 6,865 | $249 | 12/31/2023 |
FEP | 6,865 | $249 | 12/31/2023 |
Stratos Wealth Partners LTD. | 6,375 | $240 | 03/31/2024 |
FEP | 6,375 | $240 | 03/31/2024 |
IFG Advisory LLC | 6,583 | $239 | 12/31/2023 |
FEP | 6,583 | $239 | 12/31/2023 |
Harbour Investments Inc. | 6,358 | $231 | 12/31/2023 |
FEP | 6,358 | $231 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 6,357 | $231 | 12/31/2023 |
FEP | 6,357 | $231 | 12/31/2023 |
Mutual Advisors LLC | 6,193 | $225 | 12/31/2023 |
FEP | 6,193 | $225 | 12/31/2023 |
RFG Advisory LLC | 5,845 | $220 | 03/31/2024 |
FEP | 5,845 | $220 | 03/31/2024 |
Strategic Blueprint LLC | 5,691 | $214 | 03/31/2024 |
FEP | 5,691 | $214 | 03/31/2024 |
Walker Asset Management LLC | 5,590 | $210 | 03/31/2024 |
FEP | 5,590 | $210 | 03/31/2024 |
FSB Premier Wealth Management Inc. | 5,601 | $203 | 12/31/2023 |
FEP | 5,601 | $203 | 12/31/2023 |
Global Retirement Partners LLC | 4,460 | $168 | 03/31/2024 |
FEP | 4,460 | $168 | 03/31/2024 |
Proequities Inc. | 4,026 | $146 | 12/31/2023 |
FEP | 4,026 | $146 | 12/31/2023 |
Comerica Bank | 3,537 | $128 | 12/31/2023 |
FEP | 3,537 | $128 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,711 | $98 | 12/31/2023 |
FEP | 2,711 | $98 | 12/31/2023 |
Private Trust Co. NA | 2,075 | $78 | 03/31/2024 |
FEP | 2,075 | $78 | 03/31/2024 |
CWM LLC | 1,876 | $71 | 03/31/2024 |
FEP | 1,876 | $71 | 03/31/2024 |
Benjamin Edwards Inc. | 1,936 | $70 | 12/31/2023 |
FEP | 1,936 | $70 | 12/31/2023 |
Spire Wealth Management | 1,336 | $50 | 03/31/2024 |
FEP | 1,336 | $50 | 03/31/2024 |
Citigroup Inc. | 1,383 | $50 | 12/31/2023 |
FEP | 1,383 | $50 | 12/31/2023 |
JPMorgan Chase & Co. | 1,306 | $47 | 12/31/2023 |
FEP | 1,306 | $47 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 1,255 | $46 | 12/31/2023 |
FEP | 1,255 | $46 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 850 | $32 | 03/31/2024 |
FEP | 850 | $32 | 03/31/2024 |
AlphaMark Advisors LLC | 685 | $26 | 03/31/2024 |
FEP | 685 | $26 | 03/31/2024 |
Pinnacle Bank | 500 | $19 | 03/31/2024 |
FEP | 500 | $19 | 03/31/2024 |
Qube Research & Technologies Ltd | 459 | $17 | 12/31/2023 |
FEP | 459 | $17 | 12/31/2023 |
SOA Wealth Advisors LLC. | 335 | $13 | 03/31/2024 |
FEP | 335 | $13 | 03/31/2024 |
ICA Group Wealth Management LLC | 321 | $12 | 12/31/2023 |
FEP | 321 | $12 | 12/31/2023 |
Sunbelt Securities Inc. | 281 | $11 | 03/31/2024 |
FEP | 281 | $11 | 03/31/2024 |
Tucker Asset Management LLC | 284 | $10 | 12/31/2023 |
FEP | 284 | $10 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 219 | $8 | 12/31/2023 |
FEP | 219 | $8 | 12/31/2023 |
Silicon Valley Capital Partners | 130 | $5 | 12/31/2023 |
FEP | 130 | $5 | 12/31/2023 |
NBC Securities Inc. | 119 | $4 | 03/31/2024 |
FEP | 119 | $4 | 03/31/2024 |
Farther Finance Advisors LLC | 113 | $4 | 12/31/2023 |
FEP | 113 | $4 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 42 | $2 | 12/31/2023 |
FEP | 42 | $2 | 12/31/2023 |
Rockbridge Investment Management LCC | 59 | $2 | 12/31/2023 |
FEP | 59 | $2 | 12/31/2023 |
Sound Income Strategies LLC | 39 | $1 | 03/31/2024 |
FEP | 39 | $1 | 03/31/2024 |
US Bancorp DE | 14 | $1 | 12/31/2023 |
FEP | 14 | $1 | 12/31/2023 |
Tower Research Capital LLC TRC | 2 | $0 | 12/31/2023 |
FEP | 2 | $0 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 6 | $0 | 12/31/2023 |
FEP | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FEP
See Details: Top 10 Hedge Funds Holding FEP
Also See: FEP Insider Buying
Also See: FEP Holdings Changes
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