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Funds Holding FDLS

On this page, we present all of the funds holding FDLS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FDLS, with a link to that fund's top holdings. The next columns indicate the amount of FDLS stock held by each of the funds holding FDLS, followed by the FDLS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding FDLS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Inspire Advisors LLC. For more details on the positions held by Inspire Advisors LLC (or by any of the other funds holding FDLS), click the fund name in the "Holder" column of the funds-holding-FDLS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Inspire Advisors LLC662,382$19,432 12/31/2023
     FDLS662,382$19,432 12/31/2023
PAX Financial Group LLC230,331$6,701 12/31/2023
     FDLS230,331$6,701 12/31/2023
CWM Advisors LLC161,168$4,728 12/31/2023
     FDLS161,168$4,728 12/31/2023
OneAscent Financial Services LLC51,825$1,585 03/31/2024
     FDLS51,825$1,585 03/31/2024
Belpointe Asset Management LLC22,018$646 12/31/2023
     FDLS22,018$646 12/31/2023
GTS Securities LLC20,225$593 12/31/2023
     FDLS20,225$593 12/31/2023
Citadel Advisors LLC11,589$340 12/31/2023
     FDLS11,589$340 12/31/2023
Cambridge Investment Research Advisors Inc.8,713$267 03/31/2024
     FDLS8,713$267 03/31/2024
AE Wealth Management LLC8,174$237 12/31/2023
     FDLS8,174$237 12/31/2023
Creative Financial Designs Inc. ADV152$4 12/31/2023
     FDLS152$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     FDLS0$0 12/31/2023

See Summary: Institutional Holders of FDLS
See Details: Top 10 Hedge Funds Holding FDLS
Also See: FDLS Holdings Changes

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