HoldingsChannel.com
Funds Holding FIDU
HolderAmountPosition Size
($ in 1000's)
 As of
Sunbelt Securities Inc.5,723$60,150 12/31/2019
     FIDU5,723$60,150 12/31/2019
Charles Schwab Investment Advisory Inc.665,770$27,989 12/31/2019
     FIDU665,770$27,989 12/31/2019
Lido Advisors LLC497,614$20,931 12/31/2019
     FIDU497,614$20,931 12/31/2019
Envestnet Asset Management Inc.308,348$12,963 12/31/2019
     FIDU308,348$12,963 12/31/2019
Wells Fargo & Company MN217,654$9,150 12/31/2019
     FIDU217,654$9,150 12/31/2019
Boston Private Wealth LLC165,173$6,944 12/31/2019
     FIDU165,173$6,944 12/31/2019
Personal CFO Solutions LLC132,308$5,563 12/31/2019
     FIDU132,308$5,563 12/31/2019
Ladenburg Thalmann Financial Services Inc.114,603$4,815 12/31/2019
     FIDU114,603$4,815 12/31/2019
Soltis Investment Advisors LLC111,568$4,690 12/31/2019
     FIDU111,568$4,690 12/31/2019
Smith Chas P & Associates PA Cpas107,521$4,520 12/31/2019
     FIDU107,521$4,520 12/31/2019
Spinnaker Trust87,244$3,667 12/31/2019
     FIDU87,244$3,667 12/31/2019
Beaumont Financial Partners LLC79,333$3,336 12/31/2019
     FIDU79,333$3,336 12/31/2019
Bank of America Corp DE73,792$3,103 12/31/2019
     FIDU73,792$3,103 12/31/2019
LPL Financial LLC73,194$3,077 12/31/2019
     FIDU73,194$3,077 12/31/2019
Stifel Financial Corp70,223$2,952 12/31/2019
     FIDU70,223$2,952 12/31/2019
Truist Financial Corp65,546$2,755 12/31/2019
     FIDU65,546$2,755 12/31/2019
Advisor Group Inc.63,150$2,657 12/31/2019
     FIDU63,150$2,657 12/31/2019
Suntrust Banks Inc.65,386$2,533 09/30/2019
     FIDU65,386$2,533 09/30/2019
Commonwealth Equity Services LLC58,702$2,467 12/31/2019
     FIDU58,702$2,467 12/31/2019
Cambridge Investment Research Advisors Inc.54,835$2,305 12/31/2019
     FIDU54,835$2,305 12/31/2019
Morgan Stanley54,641$2,297 12/31/2019
     FIDU54,641$2,297 12/31/2019
Raymond James & Associates51,601$2,169 12/31/2019
     FIDU51,601$2,169 12/31/2019
Exchange Capital Management Inc.48,217$2,027 12/31/2019
     FIDU48,217$2,027 12/31/2019
Newfound Research LLC47,269$1,987 12/31/2019
     FIDU47,269$1,987 12/31/2019
55I LLC42,726$1,796 12/31/2019
     FIDU42,726$1,796 12/31/2019
Traynor Capital Management Inc.35,355$1,486 12/31/2019
     FIDU35,355$1,486 12/31/2019
Sigma Planning Corp32,335$1,359 12/31/2019
     FIDU32,335$1,359 12/31/2019
Advisory Services Network LLC31,406$1,321 12/31/2019
     FIDU31,406$1,321 12/31/2019
Lynch & Associates IN25,680$1,080 12/31/2019
     FIDU25,680$1,080 12/31/2019
Mid Atlantic Financial Management Inc. ADV25,499$1,072 12/31/2019
     FIDU25,499$1,072 12/31/2019
Atria Investments LLC24,426$1,027 12/31/2019
     FIDU24,426$1,027 12/31/2019
Cascadia Advisory Services LLC21,331$897 12/31/2019
     FIDU21,331$897 12/31/2019
Raymond James Financial Services Advisors Inc.20,628$867 12/31/2019
     FIDU20,628$867 12/31/2019
Smith Salley & Associates20,146$847 12/31/2019
     FIDU20,146$847 12/31/2019
Canton Hathaway LLC19,437$817 12/31/2019
     FIDU19,437$817 12/31/2019
Bray Capital Advisors19,210$808 12/31/2019
     FIDU19,210$808 12/31/2019
FMR LLC19,166$806 12/31/2019
     FIDU19,166$806 12/31/2019
NorthCoast Asset Management LLC17,813$750 12/31/2019
     FIDU17,813$750 12/31/2019
Mackey Komara & Dankovich LLC17,253$725 12/31/2019
     FIDU17,253$725 12/31/2019
HighTower Advisors LLC15,680$655 12/31/2019
     FIDU15,680$655 12/31/2019
Full Sail Capital LLC14,251$625 12/31/2019
     FIDU14,251$625 12/31/2019
MML Investors Services LLC14,365$604 12/31/2019
     FIDU14,365$604 12/31/2019
Enterprise Financial Services Corp11,973$503 12/31/2019
     FIDU11,973$503 12/31/2019
IFP Advisors Inc10,541$436 12/31/2019
     FIDU10,541$436 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,896$424 12/31/2019
     FIDU9,896$424 12/31/2019
Townsquare Capital LLC9,223$386 09/30/2019
     FIDU9,223$386 09/30/2019
Dfpg Investments LLC8,581$370 12/31/2019
     FIDU8,581$370 12/31/2019
Hilton Capital Management LLC8,515$358 12/31/2019
     FIDU8,515$358 12/31/2019
BOK Financial Private Wealth Inc.8,411$354 12/31/2019
     FIDU8,411$354 12/31/2019
Kovack Advisors Inc.7,316$308 12/31/2019
     FIDU7,316$308 12/31/2019
Stratos Wealth Partners LTD.7,260$305 12/31/2019
     FIDU7,260$305 12/31/2019
Beck Capital Management LLC6,912$291 12/31/2019
     FIDU6,912$291 12/31/2019
Royal Bank of Canada6,770$284 12/31/2019
     FIDU6,770$284 12/31/2019
D Orazio & Associates Inc.6,600$277 12/31/2019
     FIDU6,600$277 12/31/2019
Mutual Advisors LLC6,515$274 12/31/2019
     FIDU6,515$274 12/31/2019
Whalerock Point Partners LLC6,409$269 12/31/2019
     FIDU6,409$269 12/31/2019
Financial Partners Group Inc4,884$208 12/31/2019
     FIDU4,884$208 12/31/2019
Sailer Financial LLC4,873$205 12/31/2019
     FIDU4,873$205 12/31/2019
Tower Research Capital LLC TRC 3,614$152 12/31/2019
     FIDU3,614$152 12/31/2019
TRUE Private Wealth Advisors1,733$72 12/31/2019
     FIDU1,733$72 12/31/2019
UBS Group AG1,555$65 12/31/2019
     FIDU1,555$65 12/31/2019
Dowling & Yahnke LLC1,438$60 12/31/2019
     FIDU1,438$60 12/31/2019
Arkadios Wealth Advisors1,275$56 12/31/2019
     FIDU1,275$56 12/31/2019
Tobias Financial Advisors Inc.1,295$54 12/31/2019
     FIDU1,295$54 12/31/2019
Flagship Harbor Advisors LLC942$40 12/31/2019
     FIDU942$40 12/31/2019
Rockefeller Capital Management L.P.887$37 12/31/2019
     FIDU887$37 12/31/2019
Certified Advisory Corp578$24 12/31/2019
     FIDU578$24 12/31/2019
Archer Investment Corp526$23 12/31/2019
     FIDU526$23 12/31/2019
Creative Financial Designs Inc. ADV510$22 12/31/2019
     FIDU510$22 12/31/2019
Patriot Financial Group Insurance Agency LLC445$19 12/31/2019
     FIDU445$19 12/31/2019
Ellis Investment Partners LLC394$16 12/31/2019
     FIDU394$16 12/31/2019
JPMorgan Chase & Co.360$15 12/31/2019
     FIDU360$15 12/31/2019
Plante Moran Financial Advisors LLC335$14 12/31/2019
     FIDU335$14 12/31/2019
Global Wealth Management Investment Advisory Inc.242$10 12/31/2019
     FIDU242$10 12/31/2019
Proequities Inc.225$9 12/31/2019
     FIDU225$9 12/31/2019
Sowell Financial Services LLC213$9 12/31/2019
     FIDU213$9 12/31/2019
Armor Investment Advisors LLC214$9 12/31/2019
     FIDU214$9 12/31/2019
Element Wealth LLC163$7 12/31/2019
     FIDU163$7 12/31/2019
Benjamin F. Edwards & Company Inc.135$6 12/31/2019
     FIDU135$6 12/31/2019
Valeo Financial Advisors LLC90$4 12/31/2019
     FIDU90$4 12/31/2019
Bedel Financial Consulting Inc.98$4 12/31/2019
     FIDU98$4 12/31/2019
AGF Investments LLC67$3 12/31/2019
     FIDU67$3 12/31/2019
Orion Portfolio Solutions LLC13$1 12/31/2019
     FIDU13$1 12/31/2019
Raab & Moskowitz Asset Management LLC15$0 12/31/2019
     FIDU15$0 12/31/2019
BerganKDV Wealth Management LLC4$0 12/31/2019
     FIDU4$0 12/31/2019

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

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