Funds Holding FMF

On this page, we present all of the funds holding FMF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FMF, with a link to that fund's top holdings. The next columns indicate the amount of FMF stock held by each of the funds holding FMF, followed by the FMF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 72 funds holding FMF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding FMF), click the fund name in the "Holder" column of the funds-holding-FMF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.377,901$19,454 09/30/2022
     FMF377,901$19,454 09/30/2022
Cambria Investment Management L.P.282,386$14,537 09/30/2022
     FMF282,386$14,537 09/30/2022
HighTower Advisors LLC276,206$14,216 09/30/2022
     FMF276,206$14,216 09/30/2022
Kestra Advisory Services LLC294,948$14,040 12/31/2022
     FMF294,948$14,040 12/31/2022
Advisor Group Holdings Inc.220,709$11,364 09/30/2022
     FMF220,709$11,364 09/30/2022
ALM First Financial Advisors LLC175,000$8,330 12/31/2022
     FMF175,000$8,330 12/31/2022
Synergy Financial Management LLC143,854$7,406 09/30/2022
     FMF143,854$7,406 09/30/2022
Refined Wealth Management146,389$6,968 12/31/2022
     FMF146,389$6,968 12/31/2022
LPL Financial LLC119,944$6,175 09/30/2022
     FMF119,944$6,175 09/30/2022
Marshall Financial Group LLC123,340$5,871 12/31/2022
     FMF123,340$5,871 12/31/2022
AE Wealth Management LLC117,680$5,602 12/31/2022
     FMF117,680$5,602 12/31/2022
IFP Advisors Inc99,404$4,752 09/30/2022
     FMF99,404$4,752 09/30/2022
Great Valley Advisor Group Inc.70,057$3,334 12/31/2022
     FMF70,057$3,334 12/31/2022
Avantax Advisory Services Inc.58,391$3,006 09/30/2022
     FMF58,391$3,006 09/30/2022
Flagship Harbor Advisors LLC55,586$2,646 12/31/2022
     FMF55,586$2,646 12/31/2022
Bank of New York Mellon Corp48,738$2,509 09/30/2022
     FMF48,738$2,509 09/30/2022
Commonwealth Equity Services LLC48,675$2,505 09/30/2022
     FMF48,675$2,505 09/30/2022
Fermata Advisors LLC41,015$2,112 09/30/2022
     FMF41,015$2,112 09/30/2022
Catalyst Wealth Management LLC42,186$2,008 12/31/2022
     FMF42,186$2,008 12/31/2022
Raymond James Financial Services Advisors Inc.35,816$1,844 09/30/2022
     FMF35,816$1,844 09/30/2022
PFG Advisors35,971$1,712 12/31/2022
     FMF35,971$1,712 12/31/2022
Jaffetilchin Investment Partners LLC33,025$1,700 09/30/2022
     FMF33,025$1,700 09/30/2022
Equitable Holdings Inc.32,328$1,664 09/30/2022
     FMF32,328$1,664 09/30/2022
Kestra Private Wealth Services LLC31,213$1,486 12/31/2022
     FMF31,213$1,486 12/31/2022
Cambridge Investment Research Advisors Inc.22,488$1,158 09/30/2022
     FMF22,488$1,158 09/30/2022
Sigma Planning Corp22,033$1,049 12/31/2022
     FMF22,033$1,049 12/31/2022
Atria Wealth Solutions Inc.18,388$947 09/30/2022
     FMF18,388$947 09/30/2022
Janney Montgomery Scott LLC19,273$917 12/31/2022
     FMF19,273$917 12/31/2022
AlphaStar Capital Management LLC14,394$741 09/30/2022
     FMF14,394$741 09/30/2022
Advisory Services Network LLC12,795$659 09/30/2022
     FMF12,795$659 09/30/2022
Holistic Financial Partners12,485$643 09/30/2022
     FMF12,485$643 09/30/2022
Snowden Capital Advisors LLC12,051$620 09/30/2022
     FMF12,051$620 09/30/2022
Claraphi Advisory Network LLC9,720$500 09/30/2022
     FMF9,720$500 09/30/2022
Royal Bank of Canada9,430$485 09/30/2022
     FMF9,430$485 09/30/2022
Prospera Financial Services Inc9,184$473 09/30/2022
     FMF9,184$473 09/30/2022
Pinnacle Family Advisors LLC8,779$452 09/30/2022
     FMF8,779$452 09/30/2022
Benjamin F. Edwards & Company Inc.8,748$450 09/30/2022
     FMF8,748$450 09/30/2022
Steward Partners Investment Advisory LLC8,229$424 09/30/2022
     FMF8,229$424 09/30/2022
Eqis Capital Management Inc.8,148$419 09/30/2022
     FMF8,148$419 09/30/2022
Truadvice LLC8,587$411 12/31/2022
     FMF8,587$411 12/31/2022
S.C. Financial Services Inc.8,420$401 12/31/2022
     FMF8,420$401 12/31/2022
Cetera Advisor Networks LLC7,106$366 09/30/2022
     FMF7,106$366 09/30/2022
Maripau Wealth Management LLC7,515$356 12/31/2022
     FMF7,515$356 12/31/2022
Raymond James & Associates6,262$322 09/30/2022
     FMF6,262$322 09/30/2022
FSB Premier Wealth Management Inc.6,222$320 09/30/2022
     FMF6,222$320 09/30/2022
Walkner Condon Financial Advisors LLC6,328$301 12/31/2022
     FMF6,328$301 12/31/2022
Proequities Inc.6,307$300 12/31/2022
     FMF6,307$300 12/31/2022
MML Investors Services LLC5,745$296 09/30/2022
     FMF5,745$296 09/30/2022
First Heartland Consultants Inc.5,915$282 12/31/2022
     FMF5,915$282 12/31/2022
D.A. Davidson & CO.5,610$268 12/31/2022
     FMF5,610$268 12/31/2022
Concorde Asset Management LLC5,246$250 12/31/2022
     FMF5,246$250 12/31/2022
Sawtooth Solutions LLC5,194$247 12/31/2022
     FMF5,194$247 12/31/2022
RFG Advisory LLC4,793$243 09/30/2022
     FMF4,793$243 09/30/2022
Moors & Cabot Inc.4,500$232 09/30/2022
     FMF4,500$232 09/30/2022
Transcend Wealth Collective LLC4,745$226 12/31/2022
     FMF4,745$226 12/31/2022
Virtue Capital Management LLC4,290$221 09/30/2022
     FMF4,290$221 09/30/2022
Ausdal Financial Partners Inc.4,425$211 12/31/2022
     FMF4,425$211 12/31/2022
Resources Investment Advisors LLC.4,350$207 12/31/2022
     FMF4,350$207 12/31/2022
Vestmark Advisory Solutions Inc.4,226$201 12/31/2022
     FMF4,226$201 12/31/2022
Money Concepts Capital Corp3,684$190 09/30/2022
     FMF3,684$190 09/30/2022
Harbour Investments Inc.1,758$91 09/30/2022
     FMF1,758$91 09/30/2022
Almanack Investment Partners LLC.1,457$75 09/30/2022
     FMF1,457$75 09/30/2022
Global Retirement Partners LLC1,421$73 09/30/2022
     FMF1,421$73 09/30/2022
UBS Group AG824$42 09/30/2022
     FMF824$42 09/30/2022
Creative Financial Designs Inc. ADV800$38 12/31/2022
     FMF800$38 12/31/2022
693$36 09/30/2022
     FMF693$36 09/30/2022
Benjamin Edwards Inc.594$31 09/30/2022
     FMF594$31 09/30/2022
Wells Fargo & Company MN361$19 09/30/2022
     FMF361$19 09/30/2022
First Horizon Advisors Inc.177$9 09/30/2022
     FMF177$9 09/30/2022
Clearview Wealth Advisors LLC131$6 12/31/2022
     FMF131$6 12/31/2022
US Bancorp DE100$5 09/30/2022
     FMF100$5 09/30/2022
CWM LLC1$0 12/31/2022
     FMF1$0 12/31/2022
Morgan Stanley1$0 09/30/2022
     FMF1$0 09/30/2022

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

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