Institutional Holders (2026 Q1)
66 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTSD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Philadelphia Investment Partners, LLC | 0.98% | 15,809 | $1.4M |
| 2 | Joseph P. Lucia & Associates, LLC | 0.84% | 25,763 | $2.3M |
| 3 | Wealthcare Advisory Partners LLC | 0.35% | 199,306 | $18.1M |
| 4 | Parkway Wealth Management Group, LLC | 0.33% | 29,113 | $2.6M |
| 5 | Smartleaf Asset Management LLC | 0.10% | 29,442 | $2.7M |
| 6 | Asset Allocation Strategies LLC | 0.08% | 4,836 | $439K |
| 7 | Koshinski Asset Management, Inc. | 0.07% | 11,788 | $1.1M |
| 8 | Essex Financial Services, Inc. | 0.06% | 11,148 | $1.0M |
| 9 | Gateway Wealth Partners, LLC | 0.05% | 14,476 | $1.3M |
| 10 | WCG Wealth Advisors LLC | 0.05% | 18,691 | $1.7M |
| 11 | Golden State Wealth Management, LLC | 0.05% | 4,698 | $426K |
| 12 | Integrated Wealth Concepts LLC | 0.05% | 63,957 | $5.8M |
| 13 | Encompass More Asset Management | 0.04% | 2,800 | $254K |
| 14 | Novem Group | 0.04% | 3,477 | $316K |
| 15 | Ameriflex Group, INC. | 0.03% | 603 | $55K |
| 16 | Benjamin Edwards Inc | 0.03% | 28,561 | $2.6M |
| 17 | Berger Financial Group, Inc | 0.02% | 2,997 | $272K |
| 18 | Csenge Advisory Group | 0.01% | 3,300 | $300K |
| 19 | IFP Advisors, Inc | 0.01% | 6,587 | $598K |
| 20 | World Investment Advisors | 0.01% | 7,748 | $703K |
| 21 | StoneX Group Inc. | 0.01% | 2,270 | $206K |
| 22 | LPL Financial LLC | 0.01% | 440,738 | $40.0M |
| 23 | D.A. Davidson & CO. | 0.01% | 18,947 | $1.7M |
| 24 | Cornerstone Wealth Management, LLC | 0.01% | 2,286 | $208K |
| 25 | U.S. Capital Wealth Advisors, LLC | 0.01% | 4,448 | $404K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|