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Institutional Holdings
FETHOwnership Summary
Institutions Holding
27
Total Shares Held
192,439
Total Value Held
$2,704,640
Quarter
2026-06-30
Active Positions
Increased Positions
3
101,465 shares
Decreased Positions
4
41,069 shares
Held Positions
9
23,019 shares
New Positions
4
26,886 shares
Sold Out Positions
7
39,394 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Jump Financial, LLC | 80,877 | $1,273,004 | ▲ +69,030 | 0.01% | 2026-06-30 |
| Wellington Shields Capital Management, LLC | 20,000 | $314,800 | ▼ -2,600 | 0.04% | 2026-06-30 |
| Palatine Hill Wealth Management, LLC | 15,130 | $238,146 | New position | 0.19% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 13,455 | $211,776 | ▲ +3,218 | 0.00% | 2026-06-30 |
| TRANSCEND CAPITAL ADVISORS, LLC | 11,250 | $177,075 | Unchanged | 0.01% | 2026-06-30 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 11,000 | $173,140 | New position | 0.12% | 2026-06-30 |
| Parallel Advisors, LLC | 9,632 | $151,608 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 7,133 | $112,277 | ▲ +5,204 | 0.00% | 2026-06-30 |
| Heritage Wealth Advisors | 1,000 | $15,740 | Unchanged | 0.00% | 2026-06-30 |
| Allied Private Wealth LLC | 750 | $12,997 | New position | 0.01% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 450 | $7,083 | Unchanged | 0.00% | 2026-06-30 |
| Aspect Partners, LLC | 412 | $6,485 | Unchanged | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 277 | $4,360 | ▼ -281 | 0.00% | 2026-06-30 |
| Principia Wealth Advisory, LLC | 249 | $3,919 | ▼ -212 | 0.00% | 2026-06-30 |
| Legacies Wealth LLC | 94 | $1,480 | Unchanged | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 20,543 | $323 | ▼ -30,365 | 0.00% | 2026-06-30 |
| Aventura Private Wealth, LLC | 14 | $220 | Unchanged | 0.00% | 2026-06-30 |
| High Point Wealth Management, LLC | 7 | $110 | Unchanged | 0.00% | 2026-06-30 |
| Golden State Wealth Management, LLC | 6 | $94 | New position | 0.00% | 2026-06-30 |
| CKW FINANCIAL GROUP | 160 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bogart Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Innovative Asset Advisors Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CURIO WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BASSO CAPITAL MANAGEMENT, L.P. | 0 | $0 | Sold out | 2026-06-30 |