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Funds Holding FGB

On this page, we present all of the funds holding FGB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FGB, with a link to that fund's top holdings. The next columns indicate the amount of FGB stock held by each of the funds holding FGB, followed by the FGB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding FGB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding FGB), click the fund name in the "Holder" column of the funds-holding-FGB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC945,701$3,386 12/31/2023
     FGB945,701$3,386 12/31/2023
Consolidated Portfolio Review Corp566,162$2,134 03/31/2024
     FGB566,162$2,134 03/31/2024
PFG Investments LLC554,102$2,089 03/31/2024
     FGB554,102$2,089 03/31/2024
Morgan Stanley538,655$1,928 12/31/2023
     FGB538,655$1,928 12/31/2023
Private Advisor Group LLC337,075$1,271 03/31/2024
     FGB337,075$1,271 03/31/2024
Matisse Capital205,217$774 03/31/2024
     FGB205,217$774 03/31/2024
Saba Capital Management L.P.194,818$697 12/31/2023
     FGB194,818$697 12/31/2023
Commonwealth Equity Services LLC158,660$598 03/31/2024
     FGB158,660$598 03/31/2024
Raymond James Financial Services Advisors Inc.115,702$436 03/31/2024
     FGB115,702$436 03/31/2024
Flagship Harbor Advisors LLC115,579$436 03/31/2024
     FGB115,579$436 03/31/2024
Shaker Financial Services LLC121,027$433 12/31/2023
     FGB121,027$433 12/31/2023
Alpine Global Management LLC89,346$320 12/31/2023
     FGB89,346$320 12/31/2023
Advisor Group Holdings Inc.79,031$283 12/31/2023
     FGB79,031$283 12/31/2023
Good Life Advisors LLC51,449$184 12/31/2023
     FGB51,449$184 12/31/2023
Wells Fargo & Company MN47,984$172 12/31/2023
     FGB47,984$172 12/31/2023
SYM FINANCIAL Corp48,062$172 12/31/2023
     FGB48,062$172 12/31/2023
Almitas Capital LLC45,984$165 12/31/2023
     FGB45,984$165 12/31/2023
Landscape Capital Management L.L.C.44,210$158 12/31/2023
     FGB44,210$158 12/31/2023
Rivernorth Capital Management LLC38,168$137 12/31/2023
     FGB38,168$137 12/31/2023
Cetera Advisors LLC38,184$137 12/31/2023
     FGB38,184$137 12/31/2023
Csenge Advisory Group36,604$131 12/31/2023
     FGB36,604$131 12/31/2023
Logan Stone Capital LLC24,987$89 12/31/2023
     FGB24,987$89 12/31/2023
Advisory Services Network LLC19,151$69 12/31/2023
     FGB19,151$69 12/31/2023
Hartline Investment Corp12,281$46 03/31/2024
     FGB12,281$46 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,281$46 03/31/2024
     FGB12,281$46 03/31/2024
Clough Capital Partners L P12,542$45 12/31/2023
     FGB12,542$45 12/31/2023
L.M. Kohn & Company11,800$44 03/31/2024
     FGB11,800$44 03/31/2024
Wedbush Securities Inc.10,522$38 12/31/2023
     FGB10,522$38 12/31/2023
CSS LLC IL10,027$36 12/31/2023
     FGB10,027$36 12/31/2023
Equitable Holdings Inc.10,000$36 12/31/2023
     FGB10,000$36 12/31/2023
Blue Bell Private Wealth Management LLC9,087$34 03/31/2024
     FGB9,087$34 03/31/2024
IFP Advisors Inc8,518$30 12/31/2023
     FGB8,518$30 12/31/2023
Steward Partners Investment Advisory LLC7,408$27 12/31/2023
     FGB7,408$27 12/31/2023
NBC Securities Inc.6,323$23 03/31/2024
     FGB6,323$23 03/31/2024
JPMorgan Chase & Co.3,210$11 12/31/2023
     FGB3,210$11 12/31/2023
US Bancorp DE2,900$10 12/31/2023
     FGB2,900$10 12/31/2023
Proequities Inc.0$0 12/31/2023
     FGB0$0 12/31/2023

See Summary: Institutional Holders of FGB
See Details: Top 10 Hedge Funds Holding FGB
Also See: FGB Insider Buying

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