HoldingsChannel.com
On this page, we present all of the funds holding FSEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FSEP, with a link to that fund's top holdings. The next columns indicate the amount of FSEP stock held by each of the funds holding FSEP, followed by the FSEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 88 funds holding FSEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC (or by any of the other funds holding FSEP), click the fund name in the "Holder" column of the funds-holding-FSEP table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 CWM LLC | 359,511 | $15,277 | 03/31/2024 |
| FSEP | 359,511 | $15,277 | 03/31/2024 |
| Commonwealth Equity Services LLC | 343,010 | $13,803 | 12/31/2023 |
| FSEP | 343,010 | $13,803 | 12/31/2023 |
| Advisor Group Holdings Inc. | 341,521 | $13,743 | 12/31/2023 |
| FSEP | 341,521 | $13,743 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 144,497 | $6,140 | 03/31/2024 |
| FSEP | 144,497 | $6,140 | 03/31/2024 |
| Schulz Wealth LTD. | 118,458 | $5,034 | 03/31/2024 |
| FSEP | 118,458 | $5,034 | 03/31/2024 |
| Keystone Wealth Services LLC | 109,732 | $4,663 | 03/31/2024 |
| FSEP | 109,732 | $4,663 | 03/31/2024 |
| Envestnet Asset Management Inc. | 111,523 | $4,488 | 12/31/2023 |
| FSEP | 111,523 | $4,488 | 12/31/2023 |
| Valtinson Bruner Financial Planning LLC | 106,568 | $4,288 | 12/31/2023 |
| FSEP | 106,568 | $4,288 | 12/31/2023 |
| Raymond James & Associates | 91,213 | $3,876 | 03/31/2024 |
| FSEP | 91,213 | $3,876 | 03/31/2024 |
| OLD Mission Capital LLC | 79,206 | $3,187 | 12/31/2023 |
| FSEP | 79,206 | $3,187 | 12/31/2023 |
| Cetera Investment Advisers | 73,554 | $2,960 | 12/31/2023 |
| FSEP | 73,554 | $2,960 | 12/31/2023 |
| 1776 Wealth LLC | 72,287 | $2,909 | 12/31/2023 |
| FSEP | 72,287 | $2,909 | 12/31/2023 |
| Harbour Investments Inc. | 69,922 | $2,814 | 12/31/2023 |
| FSEP | 69,922 | $2,814 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 62,620 | $2,661 | 03/31/2024 |
| FSEP | 62,620 | $2,661 | 03/31/2024 |
| AE Wealth Management LLC | 63,168 | $2,584 | 12/31/2023 |
| FSEP | 63,168 | $2,584 | 12/31/2023 |
| Prospera Financial Services Inc | 52,515 | $2,113 | 12/31/2023 |
| FSEP | 52,515 | $2,113 | 12/31/2023 |
| LPL Financial LLC | 46,921 | $1,888 | 12/31/2023 |
| FSEP | 46,921 | $1,888 | 12/31/2023 |
| Fragasso Group Inc. | 43,208 | $1,836 | 03/31/2024 |
| FSEP | 43,208 | $1,836 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 43,860 | $1,765 | 12/31/2023 |
| FSEP | 43,860 | $1,765 | 12/31/2023 |
| Beacon Financial Group | 43,237 | $1,740 | 12/31/2023 |
| FSEP | 43,237 | $1,740 | 12/31/2023 |
| Cetera Advisor Networks LLC | 42,383 | $1,705 | 12/31/2023 |
| FSEP | 42,383 | $1,705 | 12/31/2023 |
| GWM Advisors LLC | 39,106 | $1,594 | 12/31/2023 |
| FSEP | 39,106 | $1,594 | 12/31/2023 |
| FSB Premier Wealth Management Inc. | 37,543 | $1,511 | 12/31/2023 |
| FSEP | 37,543 | $1,511 | 12/31/2023 |
| Kestra Advisory Services LLC | 37,209 | $1,497 | 12/31/2023 |
| FSEP | 37,209 | $1,497 | 12/31/2023 |
| Sloy Dahl & Holst LLC | 33,306 | $1,415 | 03/31/2024 |
| FSEP | 33,306 | $1,415 | 03/31/2024 |
| Cetera Advisors LLC | 33,640 | $1,354 | 12/31/2023 |
| FSEP | 33,640 | $1,354 | 12/31/2023 |
| Stephens Inc. AR | 32,430 | $1,305 | 12/31/2023 |
| FSEP | 32,430 | $1,305 | 12/31/2023 |
| Integrity Financial Corp WA | 31,560 | $1,270 | 12/31/2023 |
| FSEP | 31,560 | $1,270 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 29,462 | $1,185 | 12/31/2023 |
| FSEP | 29,462 | $1,185 | 12/31/2023 |
| Royal Bank of Canada | 29,327 | $1,180 | 12/31/2023 |
| FSEP | 29,327 | $1,180 | 12/31/2023 |
| Octavia Wealth Advisors LLC | 26,007 | $1,105 | 03/31/2024 |
| FSEP | 26,007 | $1,105 | 03/31/2024 |
| Family Wealth Group LLC | 26,988 | $1,086 | 12/31/2023 |
| FSEP | 26,988 | $1,086 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 24,707 | $994 | 12/31/2023 |
| FSEP | 24,707 | $994 | 12/31/2023 |
| Mariner LLC | 23,166 | $932 | 12/31/2023 |
| FSEP | 23,166 | $932 | 12/31/2023 |
| McKinley Carter Wealth Services Inc. | 21,559 | $916 | 03/31/2024 |
| FSEP | 21,559 | $916 | 03/31/2024 |
| MML Investors Services LLC | 22,561 | $908 | 12/31/2023 |
| FSEP | 22,561 | $908 | 12/31/2023 |
| JPMorgan Chase & Co. | 20,423 | $822 | 12/31/2023 |
| FSEP | 20,423 | $822 | 12/31/2023 |
| Resources Investment Advisors LLC. | 18,983 | $764 | 12/31/2023 |
| FSEP | 18,983 | $764 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 17,508 | $744 | 03/31/2024 |
| FSEP | 17,508 | $744 | 03/31/2024 |
| SeaCrest Wealth Management LLC | 16,831 | $715 | 03/31/2024 |
| FSEP | 16,831 | $715 | 03/31/2024 |
| Janney Montgomery Scott LLC | 17,092 | $688 | 12/31/2023 |
| FSEP | 17,092 | $688 | 12/31/2023 |
| Acorn Financial Advisory Services Inc. ADV | 17,037 | $686 | 12/31/2023 |
| FSEP | 17,037 | $686 | 12/31/2023 |
| Sunbelt Securities Inc. | 15,555 | $661 | 03/31/2024 |
| FSEP | 15,555 | $661 | 03/31/2024 |
| Blue Bell Private Wealth Management LLC | 15,280 | $649 | 03/31/2024 |
| FSEP | 15,280 | $649 | 03/31/2024 |
| Strategic Blueprint LLC | 15,230 | $647 | 03/31/2024 |
| FSEP | 15,230 | $647 | 03/31/2024 |
| Jane Street Group LLC | 16,001 | $644 | 12/31/2023 |
| FSEP | 16,001 | $644 | 12/31/2023 |
| Change Path LLC | 15,573 | $627 | 12/31/2023 |
| FSEP | 15,573 | $627 | 12/31/2023 |
| Darwin Advisors LLC | 14,798 | $595 | 12/31/2023 |
| FSEP | 14,798 | $595 | 12/31/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,687 | $591 | 12/31/2023 |
| FSEP | 14,687 | $591 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 13,636 | $549 | 12/31/2023 |
| FSEP | 13,636 | $549 | 12/31/2023 |
| Swmg LLC | 13,584 | $547 | 12/31/2023 |
| FSEP | 13,584 | $547 | 12/31/2023 |
| Main Street Financial Solutions LLC | 12,705 | $540 | 03/31/2024 |
| FSEP | 12,705 | $540 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 13,160 | $530 | 12/31/2023 |
| FSEP | 13,160 | $530 | 12/31/2023 |
| Truist Financial Corp | 13,020 | $524 | 12/31/2023 |
| FSEP | 13,020 | $524 | 12/31/2023 |
| Avantax Advisory Services Inc. | 12,450 | $501 | 12/31/2023 |
| FSEP | 12,450 | $501 | 12/31/2023 |
| Prosperity Consulting Group LLC | 12,005 | $483 | 12/31/2023 |
| FSEP | 12,005 | $483 | 12/31/2023 |
| Kingswood Wealth Advisors LLC | 10,900 | $463 | 03/31/2024 |
| FSEP | 10,900 | $463 | 03/31/2024 |
| Proequities Inc. | 9,326 | $375 | 12/31/2023 |
| FSEP | 9,326 | $375 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 9,114 | $367 | 12/31/2023 |
| FSEP | 9,114 | $367 | 12/31/2023 |
| Wealthsource Partners LLC | 8,282 | $333 | 12/31/2023 |
| FSEP | 8,282 | $333 | 12/31/2023 |
| First Heartland Consultants Inc. | 8,140 | $328 | 12/31/2023 |
| FSEP | 8,140 | $328 | 12/31/2023 |
| HighTower Advisors LLC | 8,026 | $323 | 12/31/2023 |
| FSEP | 8,026 | $323 | 12/31/2023 |
| Arbor Capital Management Inc. ADV | 8,037 | $320 | 12/31/2023 |
| FSEP | 8,037 | $320 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 7,379 | $314 | 03/31/2024 |
| FSEP | 7,379 | $314 | 03/31/2024 |
| Mutual Advisors LLC | 7,273 | $293 | 12/31/2023 |
| FSEP | 7,273 | $293 | 12/31/2023 |
| Citadel Advisors LLC | 7,114 | $286 | 12/31/2023 |
| FSEP | 7,114 | $286 | 12/31/2023 |
| National Asset Management Inc. | 7,053 | $284 | 12/31/2023 |
| FSEP | 7,053 | $284 | 12/31/2023 |
| AIFG Consultants Ltd. | 6,903 | $278 | 12/31/2023 |
| FSEP | 6,903 | $278 | 12/31/2023 |
| Opes Wealth Management LLC | 6,711 | $270 | 12/31/2023 |
| FSEP | 6,711 | $270 | 12/31/2023 |
| Apollon Wealth Management LLC | 6,050 | $243 | 12/31/2023 |
| FSEP | 6,050 | $243 | 12/31/2023 |
| Clear Creek Financial Management LLC | 5,679 | $241 | 03/31/2024 |
| FSEP | 5,679 | $241 | 03/31/2024 |
| Share Andrew L. | 6,000 | $241 | 12/31/2023 |
| FSEP | 6,000 | $241 | 12/31/2023 |
| Wedbush Securities Inc. | 5,951 | $239 | 12/31/2023 |
| FSEP | 5,951 | $239 | 12/31/2023 |
| Lincoln National Corp | 5,808 | $234 | 12/31/2023 |
| FSEP | 5,808 | $234 | 12/31/2023 |
| Townsquare Capital LLC | 5,790 | $233 | 12/31/2023 |
| FSEP | 5,790 | $233 | 12/31/2023 |
| Cedar Brook Financial Partners LLC | 5,310 | $226 | 03/31/2024 |
| FSEP | 5,310 | $226 | 03/31/2024 |
| Baker Tilly Financial LLC | 5,464 | $220 | 12/31/2023 |
| FSEP | 5,464 | $220 | 12/31/2023 |
| We Are One Seven LLC | 5,416 | $218 | 12/31/2023 |
| FSEP | 5,416 | $218 | 12/31/2023 |
| Brown Wealth Management LLC | 5,100 | $205 | 12/31/2023 |
| FSEP | 5,100 | $205 | 12/31/2023 |
| CoreCap Advisors LLC | 5,037 | $203 | 12/31/2023 |
| FSEP | 5,037 | $203 | 12/31/2023 |
| NBC Securities Inc. | 4,086 | $173 | 03/31/2024 |
| FSEP | 4,086 | $173 | 03/31/2024 |
| IFP Advisors Inc | 3,901 | $157 | 12/31/2023 |
| FSEP | 3,901 | $157 | 12/31/2023 |
| Castleview Partners LLC | 2,171 | $87 | 12/31/2023 |
| FSEP | 2,171 | $87 | 12/31/2023 |
| UBS Group AG | 1,471 | $59 | 12/31/2023 |
| FSEP | 1,471 | $59 | 12/31/2023 |
| Tanglewood Legacy Advisors LLC | 1,030 | $44 | 03/31/2024 |
| FSEP | 1,030 | $44 | 03/31/2024 |
| Turtle Creek Wealth Advisors LLC | 860 | $35 | 12/31/2023 |
| FSEP | 860 | $35 | 12/31/2023 |
| Archer Investment Corp | 515 | $21 | 12/31/2023 |
| FSEP | 515 | $21 | 12/31/2023 |
| Capital Analysts LLC | 460 | $19 | 12/31/2023 |
| FSEP | 460 | $19 | 12/31/2023 |
| Ameritas Investment Partners Inc. | 300 | $12 | 12/31/2023 |
| FSEP | 300 | $12 | 12/31/2023 |
See Summary: Institutional Holders of FSEP
See Details: Top 10 Hedge Funds Holding FSEP
Also See: FSEP Holdings Changes
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