There is a long list of 90 institutional holders of FSEP within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FSEP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FSEP table below, the initial column indicates the name of each top institutional holder of FSEP, with a link to that fund's top holdings. The next columns indicate the amount of FSEP stock held by each of the institutional holders of FSEP, followed by the FSEP position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
Advisor Group Holdings Inc. | 341,521 | $13,743 | 12/31/2023 |
FSEP | 341,521 | $13,743 | 12/31/2023 |
Commonwealth Equity Services LLC | 322,379 | $13,700 | 03/31/2024 |
FSEP | 322,379 | $13,700 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 144,497 | $6,140 | 03/31/2024 |
FSEP | 144,497 | $6,140 | 03/31/2024 |
McCarthy & Cox | 122,616 | $5,211 | 03/31/2024 |
FSEP | 122,616 | $5,211 | 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 |
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 |
Valtinson Bruner Financial Planning LLC | 42,664 | $1,813 | 03/31/2024 |
FSEP | 42,664 | $1,813 | 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 |
Integrity Financial Corp WA | 31,110 | $1,322 | 03/31/2024 |
FSEP | 31,110 | $1,322 | 03/31/2024 |
Stephens Inc. AR | 32,430 | $1,305 | 12/31/2023 |
FSEP | 32,430 | $1,305 | 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 |
Proequities Inc. | 16,566 | $704 | 03/31/2024 |
FSEP | 16,566 | $704 | 03/31/2024 |
Acorn Financial Advisory Services Inc. ADV | 17,037 | $686 | 12/31/2023 |
FSEP | 17,037 | $686 | 12/31/2023 |
Janney Montgomery Scott LLC | 15,940 | $677 | 03/31/2024 |
FSEP | 15,940 | $677 | 03/31/2024 |
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 |
See All: Funds Holding FSEP
See Details: Top 10 Hedge Funds Holding FSEP
Also See: FSEP Holdings Changes
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