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There is a long list of 88 institutional holders of FSEP within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FSEP by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FSEP table below,
the initial column indicates the name of each top institutional holder of FSEP, with a link to that fund's top holdings. The next columns
indicate the amount of FSEP stock held by each of the institutional holders of FSEP, followed by the FSEP position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
CWM LLC | 359,511 | $15,277 | 03/31/2024 | FSEP | 359,511 | $15,277 | 03/31/2024 | Commonwealth Equity Services LLC | 343,010 | $13,803 | 12/31/2023 | FSEP | 343,010 | $13,803 | 12/31/2023 | Advisor Group Holdings Inc. | 341,521 | $13,743 | 12/31/2023 | FSEP | 341,521 | $13,743 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 163,953 | $6,597 | 12/31/2023 | FSEP | 163,953 | $6,597 | 12/31/2023 | Schulz Wealth LTD. | 118,458 | $5,034 | 03/31/2024 | FSEP | 118,458 | $5,034 | 03/31/2024 | Keystone Wealth Services LLC | 109,732 | $4,663 | 03/31/2024 | FSEP | 109,732 | $4,663 | 03/31/2024 | Envestnet Asset Management Inc. | 111,523 | $4,488 | 12/31/2023 | FSEP | 111,523 | $4,488 | 12/31/2023 | Valtinson Bruner Financial Planning LLC | 106,568 | $4,288 | 12/31/2023 | FSEP | 106,568 | $4,288 | 12/31/2023 | Raymond James & Associates | 92,913 | $3,739 | 12/31/2023 | FSEP | 92,913 | $3,739 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 80,627 | $3,244 | 12/31/2023 | FSEP | 80,627 | $3,244 | 12/31/2023 | OLD Mission Capital LLC | 79,206 | $3,187 | 12/31/2023 | FSEP | 79,206 | $3,187 | 12/31/2023 | Cetera Investment Advisers | 73,554 | $2,960 | 12/31/2023 | FSEP | 73,554 | $2,960 | 12/31/2023 | 1776 Wealth LLC | 72,287 | $2,909 | 12/31/2023 | FSEP | 72,287 | $2,909 | 12/31/2023 | Harbour Investments Inc. | 69,922 | $2,814 | 12/31/2023 | FSEP | 69,922 | $2,814 | 12/31/2023 | AE Wealth Management LLC | 63,168 | $2,584 | 12/31/2023 | FSEP | 63,168 | $2,584 | 12/31/2023 | Prospera Financial Services Inc | 52,515 | $2,113 | 12/31/2023 | FSEP | 52,515 | $2,113 | 12/31/2023 | LPL Financial LLC | 46,921 | $1,888 | 12/31/2023 | FSEP | 46,921 | $1,888 | 12/31/2023 | Fragasso Group Inc. | 43,208 | $1,836 | 03/31/2024 | FSEP | 43,208 | $1,836 | 03/31/2024 | Atria Wealth Solutions Inc. | 43,860 | $1,765 | 12/31/2023 | FSEP | 43,860 | $1,765 | 12/31/2023 | Beacon Financial Group | 43,237 | $1,740 | 12/31/2023 | FSEP | 43,237 | $1,740 | 12/31/2023 | Cetera Advisor Networks LLC | 42,383 | $1,705 | 12/31/2023 | FSEP | 42,383 | $1,705 | 12/31/2023 | GWM Advisors LLC | 39,106 | $1,594 | 12/31/2023 | FSEP | 39,106 | $1,594 | 12/31/2023 | FSB Premier Wealth Management Inc. | 37,543 | $1,511 | 12/31/2023 | FSEP | 37,543 | $1,511 | 12/31/2023 | Kestra Advisory Services LLC | 37,209 | $1,497 | 12/31/2023 | FSEP | 37,209 | $1,497 | 12/31/2023 | Sloy Dahl & Holst LLC | 33,306 | $1,415 | 03/31/2024 | FSEP | 33,306 | $1,415 | 03/31/2024 | Cetera Advisors LLC | 33,640 | $1,354 | 12/31/2023 | FSEP | 33,640 | $1,354 | 12/31/2023 | Stephens Inc. AR | 32,430 | $1,305 | 12/31/2023 | FSEP | 32,430 | $1,305 | 12/31/2023 | Integrity Financial Corp WA | 31,560 | $1,270 | 12/31/2023 | FSEP | 31,560 | $1,270 | 12/31/2023 | Thoroughbred Financial Services LLC | 29,462 | $1,185 | 12/31/2023 | FSEP | 29,462 | $1,185 | 12/31/2023 | Royal Bank of Canada | 29,327 | $1,180 | 12/31/2023 | FSEP | 29,327 | $1,180 | 12/31/2023 | Octavia Wealth Advisors LLC | 26,007 | $1,105 | 03/31/2024 | FSEP | 26,007 | $1,105 | 03/31/2024 | Family Wealth Group LLC | 26,988 | $1,086 | 12/31/2023 | FSEP | 26,988 | $1,086 | 12/31/2023 | Steward Partners Investment Advisory LLC | 24,707 | $994 | 12/31/2023 | FSEP | 24,707 | $994 | 12/31/2023 | Mariner LLC | 23,166 | $932 | 12/31/2023 | FSEP | 23,166 | $932 | 12/31/2023 | MML Investors Services LLC | 22,561 | $908 | 12/31/2023 | FSEP | 22,561 | $908 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 21,559 | $868 | 12/31/2023 | FSEP | 21,559 | $868 | 12/31/2023 | JPMorgan Chase & Co. | 20,423 | $822 | 12/31/2023 | FSEP | 20,423 | $822 | 12/31/2023 | Resources Investment Advisors LLC. | 18,983 | $764 | 12/31/2023 | FSEP | 18,983 | $764 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 17,508 | $744 | 03/31/2024 | FSEP | 17,508 | $744 | 03/31/2024 | SeaCrest Wealth Management LLC | 16,831 | $715 | 03/31/2024 | FSEP | 16,831 | $715 | 03/31/2024 | Janney Montgomery Scott LLC | 17,092 | $688 | 12/31/2023 | FSEP | 17,092 | $688 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 17,037 | $686 | 12/31/2023 | FSEP | 17,037 | $686 | 12/31/2023 | Sunbelt Securities Inc. | 15,555 | $661 | 03/31/2024 | FSEP | 15,555 | $661 | 03/31/2024 | Strategic Blueprint LLC | 16,193 | $652 | 12/31/2023 | FSEP | 16,193 | $652 | 12/31/2023 | Jane Street Group LLC | 16,001 | $644 | 12/31/2023 | FSEP | 16,001 | $644 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 15,586 | $627 | 12/31/2023 | FSEP | 15,586 | $627 | 12/31/2023 | Change Path LLC | 15,573 | $627 | 12/31/2023 | FSEP | 15,573 | $627 | 12/31/2023 | Darwin Advisors LLC | 14,798 | $595 | 12/31/2023 | FSEP | 14,798 | $595 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,687 | $591 | 12/31/2023 | FSEP | 14,687 | $591 | 12/31/2023 | Beacon Pointe Advisors LLC | 13,636 | $549 | 12/31/2023 | FSEP | 13,636 | $549 | 12/31/2023 |
See All: Funds Holding FSEP
See Details: Top 10 Hedge Funds Holding FSEP
Also See: FSEP Holdings Changes
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