On this page, we present all of the funds holding FMHI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FMHI, with a link to that fund's top holdings. The next columns indicate the amount of FMHI stock held by each of the funds holding FMHI, followed by the FMHI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 137 funds holding FMHI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding FMHI), click the fund name in the "Holder" column of the funds-holding-FMHI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 1,383,369 | $65,959 | 12/31/2023 |
FMHI | 1,383,369 | $65,959 | 12/31/2023 |
LPL Financial LLC | 676,059 | $32,234 | 12/31/2023 |
FMHI | 676,059 | $32,234 | 12/31/2023 |
Morgan Stanley | 496,287 | $23,663 | 12/31/2023 |
FMHI | 496,287 | $23,663 | 12/31/2023 |
Wells Fargo & Company MN | 406,752 | $19,394 | 12/31/2023 |
FMHI | 406,752 | $19,394 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 367,925 | $17,543 | 12/31/2023 |
FMHI | 367,925 | $17,543 | 12/31/2023 |
Bank of America Corp DE | 355,933 | $16,971 | 12/31/2023 |
FMHI | 355,933 | $16,971 | 12/31/2023 |
Citigroup Inc. | 303,674 | $14,479 | 12/31/2023 |
FMHI | 303,674 | $14,479 | 12/31/2023 |
Crumly & Associates Inc. | 207,661 | $9,901 | 12/31/2023 |
FMHI | 207,661 | $9,901 | 12/31/2023 |
Financial Partners Group Inc | 182,030 | $8,679 | 12/31/2023 |
FMHI | 182,030 | $8,679 | 12/31/2023 |
International Assets Investment Management LLC | 181,613 | $8,659 | 12/31/2023 |
FMHI | 181,613 | $8,659 | 12/31/2023 |
Manhattan West Asset Management LLC | 169,821 | $8,097 | 12/31/2023 |
FMHI | 169,821 | $8,097 | 12/31/2023 |
Principle Wealth Partners LLC | 169,293 | $8,072 | 12/31/2023 |
FMHI | 169,293 | $8,072 | 12/31/2023 |
Atlas Private Wealth Advisors | 164,696 | $7,853 | 12/31/2023 |
FMHI | 164,696 | $7,853 | 12/31/2023 |
EnRich Financial Partners LLC | 130,653 | $6,230 | 12/31/2023 |
FMHI | 130,653 | $6,230 | 12/31/2023 |
Advisor Group Holdings Inc. | 119,939 | $5,719 | 12/31/2023 |
FMHI | 119,939 | $5,719 | 12/31/2023 |
Raymond James & Associates | 118,070 | $5,630 | 12/31/2023 |
FMHI | 118,070 | $5,630 | 12/31/2023 |
Cetera Advisor Networks LLC | 103,126 | $4,917 | 12/31/2023 |
FMHI | 103,126 | $4,917 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 101,849 | $4,856 | 12/31/2023 |
FMHI | 101,849 | $4,856 | 12/31/2023 |
HighTower Advisors LLC | 101,061 | $4,820 | 12/31/2023 |
FMHI | 101,061 | $4,820 | 12/31/2023 |
SlateStone Wealth LLC | 98,309 | $4,687 | 12/31/2023 |
FMHI | 98,309 | $4,687 | 12/31/2023 |
Private Advisor Group LLC | 85,115 | $4,058 | 12/31/2023 |
FMHI | 85,115 | $4,058 | 12/31/2023 |
Rockland Trust Co. | 84,057 | $4,008 | 12/31/2023 |
FMHI | 84,057 | $4,008 | 12/31/2023 |
Envestnet Asset Management Inc. | 83,682 | $3,990 | 12/31/2023 |
FMHI | 83,682 | $3,990 | 12/31/2023 |
UBS Group AG | 76,752 | $3,660 | 12/31/2023 |
FMHI | 76,752 | $3,660 | 12/31/2023 |
Financial Advocates Investment Management | 68,544 | $3,268 | 12/31/2023 |
FMHI | 68,544 | $3,268 | 12/31/2023 |
MML Investors Services LLC | 64,900 | $3,094 | 12/31/2023 |
FMHI | 64,900 | $3,094 | 12/31/2023 |
AJ Advisors LLC | 63,569 | $3,031 | 12/31/2023 |
FMHI | 63,569 | $3,031 | 12/31/2023 |
Cornerstone Wealth Management LLC | 61,952 | $2,954 | 12/31/2023 |
FMHI | 61,952 | $2,954 | 12/31/2023 |
MBL Wealth LLC | 59,190 | $2,822 | 12/31/2023 |
FMHI | 59,190 | $2,822 | 12/31/2023 |
Platform Technology Partners | 58,402 | $2,796 | 12/31/2023 |
FMHI | 58,402 | $2,796 | 12/31/2023 |
Visionary Wealth Advisors | 54,555 | $2,601 | 12/31/2023 |
FMHI | 54,555 | $2,601 | 12/31/2023 |
Royal Bank of Canada | 53,873 | $2,569 | 12/31/2023 |
FMHI | 53,873 | $2,569 | 12/31/2023 |
Commonwealth Equity Services LLC | 48,333 | $2,305 | 12/31/2023 |
FMHI | 48,333 | $2,305 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 45,831 | $2,185 | 12/31/2023 |
FMHI | 45,831 | $2,185 | 12/31/2023 |
IFP Advisors Inc | 45,632 | $2,176 | 12/31/2023 |
FMHI | 45,632 | $2,176 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 41,303 | $1,969 | 12/31/2023 |
FMHI | 41,303 | $1,969 | 12/31/2023 |
Advisory Resource Group | 41,182 | $1,964 | 12/31/2023 |
FMHI | 41,182 | $1,964 | 12/31/2023 |
Mutual Advisors LLC | 39,852 | $1,900 | 12/31/2023 |
FMHI | 39,852 | $1,900 | 12/31/2023 |
Beacon Harbor Wealth Advisors Inc. | 38,862 | $1,853 | 12/31/2023 |
FMHI | 38,862 | $1,853 | 12/31/2023 |
NewEdge Wealth LLC | 31,531 | $1,503 | 12/31/2023 |
FMHI | 31,531 | $1,503 | 12/31/2023 |
Flow Traders U.S. LLC | 31,216 | $1,488 | 12/31/2023 |
FMHI | 31,216 | $1,488 | 12/31/2023 |
Citadel Advisors LLC | 30,849 | $1,471 | 12/31/2023 |
FMHI | 30,849 | $1,471 | 12/31/2023 |
Stephens Inc. AR | 30,100 | $1,435 | 12/31/2023 |
FMHI | 30,100 | $1,435 | 12/31/2023 |
Country Trust Bank | 29,138 | $1,389 | 12/31/2023 |
FMHI | 29,138 | $1,389 | 12/31/2023 |
GSG Advisors LLC | 28,490 | $1,355 | 12/31/2023 |
FMHI | 28,490 | $1,355 | 12/31/2023 |
Signature Securities Group Corporation | 27,841 | $1,327 | 12/31/2023 |
FMHI | 27,841 | $1,327 | 12/31/2023 |
Equitable Holdings Inc. | 27,435 | $1,308 | 12/31/2023 |
FMHI | 27,435 | $1,308 | 12/31/2023 |
JPMorgan Chase & Co. | 26,407 | $1,259 | 12/31/2023 |
FMHI | 26,407 | $1,259 | 12/31/2023 |
Kestra Advisory Services LLC | 24,222 | $1,155 | 12/31/2023 |
FMHI | 24,222 | $1,155 | 12/31/2023 |
Janney Montgomery Scott LLC | 23,817 | $1,136 | 12/31/2023 |
FMHI | 23,817 | $1,136 | 12/31/2023 |
ShoreHaven Wealth Partners LLC | 23,437 | $1,117 | 12/31/2023 |
FMHI | 23,437 | $1,117 | 12/31/2023 |
Evergreen Private Wealth LLC | 23,286 | $1,110 | 12/31/2023 |
FMHI | 23,286 | $1,110 | 12/31/2023 |
GWM Advisors LLC | 23,202 | $1,102 | 12/31/2023 |
FMHI | 23,202 | $1,102 | 12/31/2023 |
Captrust Financial Advisors | 22,420 | $1,069 | 12/31/2023 |
FMHI | 22,420 | $1,069 | 12/31/2023 |
Cetera Investment Advisers | 21,284 | $1,015 | 12/31/2023 |
FMHI | 21,284 | $1,015 | 12/31/2023 |
Capital Investment Advisory Services LLC | 21,250 | $1,013 | 12/31/2023 |
FMHI | 21,250 | $1,013 | 12/31/2023 |
Traction Financial Partners LLC | 21,065 | $1,004 | 12/31/2023 |
FMHI | 21,065 | $1,004 | 12/31/2023 |
High Net Worth Advisory Group LLC | 19,795 | $944 | 12/31/2023 |
FMHI | 19,795 | $944 | 12/31/2023 |
Harbour Investments Inc. | 19,560 | $933 | 12/31/2023 |
FMHI | 19,560 | $933 | 12/31/2023 |
Boyd Wealth Management LLC | 19,416 | $926 | 12/31/2023 |
FMHI | 19,416 | $926 | 12/31/2023 |
RFG Advisory LLC | 18,947 | $903 | 12/31/2023 |
FMHI | 18,947 | $903 | 12/31/2023 |
Great Valley Advisor Group Inc. | 18,483 | $881 | 12/31/2023 |
FMHI | 18,483 | $881 | 12/31/2023 |
Socha Financial Group LLC | 17,903 | $854 | 12/31/2023 |
FMHI | 17,903 | $854 | 12/31/2023 |
Morris Retirement Advisors LLC | 17,055 | $813 | 12/31/2023 |
FMHI | 17,055 | $813 | 12/31/2023 |
Triton Wealth Management PLLC | 16,829 | $800 | 12/31/2023 |
FMHI | 16,829 | $800 | 12/31/2023 |
AE Wealth Management LLC | 16,826 | $796 | 12/31/2023 |
FMHI | 16,826 | $796 | 12/31/2023 |
Orion Portfolio Solutions LLC | 16,395 | $783 | 12/31/2023 |
FMHI | 16,395 | $783 | 12/31/2023 |
Rockefeller Capital Management L.P. | 16,193 | $772 | 12/31/2023 |
FMHI | 16,193 | $772 | 12/31/2023 |
OneAscent Financial Services LLC | 15,969 | $761 | 12/31/2023 |
FMHI | 15,969 | $761 | 12/31/2023 |
Truist Financial Corp | 15,814 | $754 | 12/31/2023 |
FMHI | 15,814 | $754 | 12/31/2023 |
Snowden Capital Advisors LLC | 14,118 | $673 | 12/31/2023 |
FMHI | 14,118 | $673 | 12/31/2023 |
Arbor Capital Management Inc. ADV | 13,797 | $656 | 12/31/2023 |
FMHI | 13,797 | $656 | 12/31/2023 |
D.A. Davidson & CO. | 12,193 | $581 | 12/31/2023 |
FMHI | 12,193 | $581 | 12/31/2023 |
Raymond James Trust N.A. | 11,783 | $562 | 12/31/2023 |
FMHI | 11,783 | $562 | 12/31/2023 |
CFO4Life Group LLC | 11,570 | $552 | 12/31/2023 |
FMHI | 11,570 | $552 | 12/31/2023 |
Hobart Private Capital LLC | 11,286 | $538 | 12/31/2023 |
FMHI | 11,286 | $538 | 12/31/2023 |
Jane Street Group LLC | 10,938 | $522 | 12/31/2023 |
FMHI | 10,938 | $522 | 12/31/2023 |
AdvisorNet Financial Inc | 10,890 | $519 | 12/31/2023 |
FMHI | 10,890 | $519 | 12/31/2023 |
Insight Wealth Strategies LLC | 10,598 | $505 | 12/31/2023 |
FMHI | 10,598 | $505 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 10,520 | $502 | 12/31/2023 |
FMHI | 10,520 | $502 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 10,453 | $498 | 12/31/2023 |
FMHI | 10,453 | $498 | 12/31/2023 |
Stratos Wealth Partners LTD. | 10,296 | $491 | 12/31/2023 |
FMHI | 10,296 | $491 | 12/31/2023 |
CWM LLC | 10,096 | $481 | 12/31/2023 |
FMHI | 10,096 | $481 | 12/31/2023 |
Hedeker Wealth LLC | 9,492 | $453 | 12/31/2023 |
FMHI | 9,492 | $453 | 12/31/2023 |
Mariner LLC | 9,450 | $451 | 12/31/2023 |
FMHI | 9,450 | $451 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 9,391 | $448 | 12/31/2023 |
FMHI | 9,391 | $448 | 12/31/2023 |
Geneos Wealth Management Inc. | 9,374 | $447 | 12/31/2023 |
FMHI | 9,374 | $447 | 12/31/2023 |
Kestra Private Wealth Services LLC | 9,342 | $445 | 12/31/2023 |
FMHI | 9,342 | $445 | 12/31/2023 |
IFG Advisory LLC | 8,483 | $405 | 12/31/2023 |
FMHI | 8,483 | $405 | 12/31/2023 |
Pineridge Advisors LLC | 8,271 | $394 | 12/31/2023 |
FMHI | 8,271 | $394 | 12/31/2023 |
Prospera Financial Services Inc | 8,247 | $393 | 12/31/2023 |
FMHI | 8,247 | $393 | 12/31/2023 |
Global Retirement Partners LLC | 8,110 | $388 | 12/31/2023 |
FMHI | 8,110 | $388 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 7,898 | $377 | 12/31/2023 |
FMHI | 7,898 | $377 | 12/31/2023 |
Comerica Bank | 7,861 | $375 | 12/31/2023 |
FMHI | 7,861 | $375 | 12/31/2023 |
Chicago Partners Investment Group LLC | 7,333 | $346 | 12/31/2023 |
FMHI | 7,333 | $346 | 12/31/2023 |
Genesee Capital Advisors LLC | 7,225 | $344 | 12/31/2023 |
FMHI | 7,225 | $344 | 12/31/2023 |
Aurora Private Wealth Inc. | 6,983 | $333 | 12/31/2023 |
FMHI | 6,983 | $333 | 12/31/2023 |
US Bancorp DE | 6,945 | $331 | 12/31/2023 |
FMHI | 6,945 | $331 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 6,554 | $313 | 12/31/2023 |
FMHI | 6,554 | $313 | 12/31/2023 |
Waddell & Associates LLC | 6,520 | $311 | 12/31/2023 |
FMHI | 6,520 | $311 | 12/31/2023 |
Sigma Planning Corp | 6,418 | $306 | 12/31/2023 |
FMHI | 6,418 | $306 | 12/31/2023 |
Econ Financial Services Corp | 5,955 | $284 | 12/31/2023 |
FMHI | 5,955 | $284 | 12/31/2023 |
Integrated Wealth Concepts LLC | 5,893 | $281 | 12/31/2023 |
FMHI | 5,893 | $281 | 12/31/2023 |
KCS Wealth Advisory | 6,027 | $272 | 09/30/2023 |
FMHI | 6,027 | $272 | 09/30/2023 |
Lifeworks Advisors LLC | 5,435 | $259 | 12/31/2023 |
FMHI | 5,435 | $259 | 12/31/2023 |
Atria Wealth Solutions Inc. | 5,429 | $259 | 12/31/2023 |
FMHI | 5,429 | $259 | 12/31/2023 |
FSB Premier Wealth Management Inc. | 5,274 | $251 | 12/31/2023 |
FMHI | 5,274 | $251 | 12/31/2023 |
Altus Wealth Group LLC | 5,098 | $243 | 12/31/2023 |
FMHI | 5,098 | $243 | 12/31/2023 |
Eudaimonia Advisors LLC | 4,916 | $234 | 12/31/2023 |
FMHI | 4,916 | $234 | 12/31/2023 |
Avantax Advisory Services Inc. | 4,844 | $231 | 12/31/2023 |
FMHI | 4,844 | $231 | 12/31/2023 |
Landmark Wealth Management LLC | 4,654 | $222 | 12/31/2023 |
FMHI | 4,654 | $222 | 12/31/2023 |
Two Sigma Securities LLC | 4,474 | $213 | 12/31/2023 |
FMHI | 4,474 | $213 | 12/31/2023 |
Key Financial Inc | 4,375 | $209 | 12/31/2023 |
FMHI | 4,375 | $209 | 12/31/2023 |
Virtue Capital Management LLC | 4,355 | $207 | 12/31/2023 |
FMHI | 4,355 | $207 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 4,200 | $200 | 12/31/2023 |
FMHI | 4,200 | $200 | 12/31/2023 |
Private Trust Co. NA | 2,716 | $129 | 12/31/2023 |
FMHI | 2,716 | $129 | 12/31/2023 |
Tanglewood Legacy Advisors LLC | 2,100 | $100 | 12/31/2023 |
FMHI | 2,100 | $100 | 12/31/2023 |
Stephens Consulting LLC | 1,973 | $94 | 12/31/2023 |
FMHI | 1,973 | $94 | 12/31/2023 |
Benjamin Edwards Inc. | 1,915 | $91 | 12/31/2023 |
FMHI | 1,915 | $91 | 12/31/2023 |
Westside Investment Management Inc. | 1,500 | $72 | 12/31/2023 |
FMHI | 1,500 | $72 | 12/31/2023 |
Creekmur Asset Management LLC | 1,107 | $53 | 12/31/2023 |
FMHI | 1,107 | $53 | 12/31/2023 |
Gradient Investments LLC | 1,073 | $51 | 12/31/2023 |
FMHI | 1,073 | $51 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 1,028 | $49 | 12/31/2023 |
FMHI | 1,028 | $49 | 12/31/2023 |
Principal Securities Inc. | 1,010 | $48 | 12/31/2023 |
FMHI | 1,010 | $48 | 12/31/2023 |
Advisory Services Network LLC | 1,000 | $48 | 12/31/2023 |
FMHI | 1,000 | $48 | 12/31/2023 |
M&R Capital Management Inc. | 715 | $34 | 12/31/2023 |
FMHI | 715 | $34 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 602 | $29 | 12/31/2023 |
FMHI | 602 | $29 | 12/31/2023 |
Spire Wealth Management | 390 | $19 | 12/31/2023 |
FMHI | 390 | $19 | 12/31/2023 |
Tidemark LLC | 364 | $17 | 12/31/2023 |
FMHI | 364 | $17 | 12/31/2023 |
Capital Analysts LLC | 307 | $15 | 12/31/2023 |
FMHI | 307 | $15 | 12/31/2023 |
Coppell Advisory Solutions LLC | 295 | $14 | 12/31/2023 |
FMHI | 295 | $14 | 12/31/2023 |
Allworth Financial LP | 259 | $12 | 12/31/2023 |
FMHI | 259 | $12 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 230 | $11 | 12/31/2023 |
FMHI | 230 | $11 | 12/31/2023 |
NBC Securities Inc. | 142 | $7 | 12/31/2023 |
FMHI | 142 | $7 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 100 | $5 | 12/31/2023 |
FMHI | 100 | $5 | 12/31/2023 |
Barclays PLC | 22 | $1 | 12/31/2023 |
FMHI | 22 | $1 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
FMHI | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
FMHI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FMHI
See Details: Top 10 Hedge Funds Holding FMHI
Also See: FMHI Holdings Changes
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