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Funds Holding FMF

On this page, we present all of the funds holding FMF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FMF, with a link to that fund's top holdings. The next columns indicate the amount of FMF stock held by each of the funds holding FMF, followed by the FMF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 77 funds holding FMF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding FMF), click the fund name in the "Holder" column of the funds-holding-FMF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.456,797$21,064 12/31/2023
     FMF456,797$21,064 12/31/2023
LPL Financial LLC236,302$10,896 12/31/2023
     FMF236,302$10,896 12/31/2023
ALM First Financial Advisors LLC175,000$8,070 12/31/2023
     FMF175,000$8,070 12/31/2023
TCP Asset Management LLC153,678$7,772 03/31/2024
     FMF153,678$7,772 03/31/2024
Advisor Group Holdings Inc.155,129$7,158 12/31/2023
     FMF155,129$7,158 12/31/2023
AE Wealth Management LLC132,825$6,329 12/31/2023
     FMF132,825$6,329 12/31/2023
Jane Street Group LLC117,410$5,414 12/31/2023
     FMF117,410$5,414 12/31/2023
Bank of New York Mellon Corp80,776$3,725 12/31/2023
     FMF80,776$3,725 12/31/2023
Cambria Investment Management L.P.70,824$3,266 12/31/2023
     FMF70,824$3,266 12/31/2023
Authentikos Wealth Advisory LLC58,270$2,687 12/31/2023
     FMF58,270$2,687 12/31/2023
Cetera Investment Advisers57,890$2,669 12/31/2023
     FMF57,890$2,669 12/31/2023
Avantax Advisory Services Inc.55,694$2,568 12/31/2023
     FMF55,694$2,568 12/31/2023
Susquehanna International Group LLP52,740$2,432 12/31/2023
     FMF52,740$2,432 12/31/2023
Raymond James Financial Services Advisors Inc.49,463$2,281 12/31/2023
     FMF49,463$2,281 12/31/2023
Cambridge Investment Research Advisors Inc.45,163$2,083 12/31/2023
     FMF45,163$2,083 12/31/2023
Commonwealth Equity Services LLC38,999$1,798 12/31/2023
     FMF38,999$1,798 12/31/2023
IFP Advisors Inc35,023$1,615 12/31/2023
     FMF35,023$1,615 12/31/2023
TAP Consulting LLC32,978$1,521 12/31/2023
     FMF32,978$1,521 12/31/2023
Holistic Financial Partners31,070$1,433 12/31/2023
     FMF31,070$1,433 12/31/2023
Envestnet Portfolio Solutions Inc.27,633$1,274 12/31/2023
     FMF27,633$1,274 12/31/2023
Truist Financial Corp27,560$1,271 12/31/2023
     FMF27,560$1,271 12/31/2023
Orion Portfolio Solutions LLC26,426$1,227 12/31/2023
     FMF26,426$1,227 12/31/2023
Iams Wealth Management LLC23,858$1,180 03/31/2024
     FMF23,858$1,180 03/31/2024
Cetera Advisor Networks LLC25,123$1,158 12/31/2023
     FMF25,123$1,158 12/31/2023
Atria Wealth Solutions Inc.24,035$1,108 12/31/2023
     FMF24,035$1,108 12/31/2023
Park Avenue Securities LLC21,685$1,097 03/31/2024
     FMF21,685$1,097 03/31/2024
Coppell Advisory Solutions LLC23,797$1,097 12/31/2023
     FMF23,797$1,097 12/31/2023
Gateway Wealth Partners LLC22,021$1,015 12/31/2023
     FMF22,021$1,015 12/31/2023
NewEdge Wealth LLC20,647$952 12/31/2023
     FMF20,647$952 12/31/2023
Financial Advocates Investment Management19,280$888 12/31/2023
     FMF19,280$888 12/31/2023
StoneX Group Inc.19,099$881 12/31/2023
     FMF19,099$881 12/31/2023
Kestra Advisory Services LLC18,073$833 12/31/2023
     FMF18,073$833 12/31/2023
Assetmark Inc.16,320$753 12/31/2023
     FMF16,320$753 12/31/2023
Benjamin F. Edwards & Company Inc.15,969$736 12/31/2023
     FMF15,969$736 12/31/2023
GeoWealth Management LLC14,954$690 12/31/2023
     FMF14,954$690 12/31/2023
Snowden Capital Advisors LLC14,838$684 12/31/2023
     FMF14,838$684 12/31/2023
Fermata Advisors LLC12,955$655 03/31/2024
     FMF12,955$655 03/31/2024
Resources Investment Advisors LLC.12,161$561 12/31/2023
     FMF12,161$561 12/31/2023
Global Retirement Partners LLC11,441$538 12/31/2023
     FMF11,441$538 12/31/2023
Steward Partners Investment Advisory LLC11,304$521 12/31/2023
     FMF11,304$521 12/31/2023
Cetera Advisors LLC10,910$503 12/31/2023
     FMF10,910$503 12/31/2023
Petix & Botte Co10,550$486 12/31/2023
     FMF10,550$486 12/31/2023
First Trust Advisors LP9,973$460 12/31/2023
     FMF9,973$460 12/31/2023
Moors & Cabot Inc.9,900$457 12/31/2023
     FMF9,900$457 12/31/2023
Pinnacle Family Advisors LLC9,647$445 12/31/2023
     FMF9,647$445 12/31/2023
Virtue Capital Management LLC9,546$440 12/31/2023
     FMF9,546$440 12/31/2023
FSB Premier Wealth Management Inc.9,218$425 12/31/2023
     FMF9,218$425 12/31/2023
RFG Advisory LLC8,336$422 03/31/2024
     FMF8,336$422 03/31/2024
Patriot Financial Group Insurance Agency LLC8,398$387 12/31/2023
     FMF8,398$387 12/31/2023
Signal Advisors Wealth LLC6,094$308 03/31/2024
     FMF6,094$308 03/31/2024
Great Valley Advisor Group Inc.6,408$295 12/31/2023
     FMF6,408$295 12/31/2023
National Asset Management Inc.6,161$284 12/31/2023
     FMF6,161$284 12/31/2023
Ameritas Advisory Services LLC6,014$278 12/31/2023
     FMF6,014$278 12/31/2023
Maripau Wealth Management LLC5,907$272 12/31/2023
     FMF5,907$272 12/31/2023
Proequities Inc.5,849$270 12/31/2023
     FMF5,849$270 12/31/2023
Royal Bank of Canada5,841$270 12/31/2023
     FMF5,841$270 12/31/2023
MML Investors Services LLC5,489$253 12/31/2023
     FMF5,489$253 12/31/2023
Change Path LLC5,368$248 12/31/2023
     FMF5,368$248 12/31/2023
Concorde Asset Management LLC4,998$230 12/31/2023
     FMF4,998$230 12/31/2023
Sawtooth Solutions LLC4,905$226 12/31/2023
     FMF4,905$226 12/31/2023
PFG Advisors4,724$218 12/31/2023
     FMF4,724$218 12/31/2023
Dfpg Investments LLC4,518$209 12/31/2023
     FMF4,518$209 12/31/2023
Walkner Condon Financial Advisors LLC4,426$204 12/31/2023
     FMF4,426$204 12/31/2023
Harbour Investments Inc.2,817$130 12/31/2023
     FMF2,817$130 12/31/2023
Bank of Montreal Can1,520$72 12/31/2023
     FMF1,520$72 12/31/2023
UBS Group AG1,346$62 12/31/2023
     FMF1,346$62 12/31/2023
First Horizon Advisors Inc.1,225$56 12/31/2023
     FMF1,225$56 12/31/2023
Principal Securities Inc.996$46 12/31/2023
     FMF996$46 12/31/2023
Tucker Asset Management LLC699$32 12/31/2023
     FMF699$32 12/31/2023
Benjamin Edwards Inc.682$31 12/31/2023
     FMF682$31 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC147$7 12/31/2023
     FMF147$7 12/31/2023
CWM LLC118$6 03/31/2024
     FMF118$6 03/31/2024
NBC Securities Inc.48$2 03/31/2024
     FMF48$2 03/31/2024
GAMMA Investing LLC32$2 03/31/2024
     FMF32$2 03/31/2024
Lee Financial Co46$2 12/31/2023
     FMF46$2 12/31/2023
Sound Income Strategies LLC26$1 03/31/2024
     FMF26$1 03/31/2024
Comerica Bank19$1 12/31/2023
     FMF19$1 12/31/2023
Morgan Stanley1$0 12/31/2023
     FMF1$0 12/31/2023

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

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