Ticker: FGD CUSIP: 33734X200 Class: DJ GLBL DIVID
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CacheTech Inc. | 37,635 | $1,139 |
| FSA Advisors, Inc. | 7,294 | $221 |
| Kingdom Financial Group LLC. | 10,164 | $308 |
| Savvy Advisors, Inc. | 42,169 | $1,276 |
| Synergy Asset Management, LLC | 12,639 | $383 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,306 | $251 |
| PFG Investments, LLC | 6,935 | $210 |
| Apollon Wealth Management, LLC | 12,814 | $388 |
| Lloyd Advisory Services, LLC. | 967 | $29 |
| Sanctuary Advisors, LLC | 25,447 | $770 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,253 | $220 |
| Sound Income Strategies, LLC | 707 | $22 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 158 | $5 |
| JPMORGAN CHASE & CO | 196 | $6 |
| Darwin Wealth Management, LLC | 52 | $2 |
| TUCKER ASSET MANAGEMENT LLC | 16 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| IMG Wealth Management, Inc. | 170,532 | 195,595 | +25,063 (+14.7%) |
| Stonebridge Financial Planning Group, LLC | 140,770 | 191,213 | +50,443 (+35.8%) |
| Owen LaRue, LLC | 111,016 | 127,035 | +16,019 (+14.4%) |
| Trueblood Wealth Management, LLC | 86,464 | 93,973 | +7,509 (+8.7%) |
| WealthBridge Capital Management, LLC | 60,090 | 76,362 | +16,272 (+27.1%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 37,323 | 40,687 | +3,364 (+9.0%) |
| ForthRight Wealth Management, LLC | 174,647 | 176,771 | +2,124 (+1.2%) |
| Gateway Wealth Partners, LLC | 54,559 | 79,903 | +25,344 (+46.5%) |
| Collier Financial | 28,167 | 29,533 | +1,366 (+4.8%) |
| PARK NATIONAL CORP /OH/ | 514,434 | 527,649 | +13,215 (+2.6%) |
| Raleigh Capital Management Inc. | 375 | 3,032 | +2,657 (+708.5%) |
| TCFG WEALTH MANAGEMENT, LLC | 42,133 | 43,014 | +881 (+2.1%) |
| Sigma Planning Corp | 28,692 | 46,465 | +17,773 (+61.9%) |
| RAYMOND JAMES FINANCIAL INC | 971,082 | 1,435,937 | +464,855 (+47.9%) |
| WELLS FARGO & COMPANY/MN | 2,247,832 | 2,671,359 | +423,527 (+18.8%) |
| LPL Financial LLC | 3,030,858 | 3,336,298 | +305,440 (+10.1%) |
| Cetera Investment Advisers | 169,007 | 298,568 | +129,561 (+76.7%) |
| Western Wealth Management, LLC | 25,732 | 32,552 | +6,820 (+26.5%) |
| Triumph Capital Management | 26,079 | 27,204 | +1,125 (+4.3%) |
| Archer Investment Corp | 7,711 | 9,264 | +1,553 (+20.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FLP Wealth Management, LLC | 8,954 | 1,574 | -7,380 (-82.4%) |
| Lynx Investment Advisory | 146,107 | 137,107 | -9,000 (-6.2%) |
| B.O.S.S. Retirement Advisors, LLC | 76,924 | 23,670 | -53,254 (-69.2%) |
| SMART Wealth LLC | 131,161 | 123,911 | -7,250 (-5.5%) |
| Twelve Points Wealth Management LLC | 108,920 | 95,179 | -13,741 (-12.6%) |
| Harvest Investment Services, LLC | 109,508 | 103,435 | -6,073 (-5.5%) |
| GPS Wealth Strategies Group, LLC | 16,293 | 7,441 | -8,852 (-54.3%) |
| Quest 10 Wealth Builders, Inc. | 18,061 | 17,071 | -990 (-5.5%) |
| WESTBOURNE INVESTMENTS, INC. | 9,900 | 7,500 | -2,400 (-24.2%) |
| Elevated Capital Advisors, LLC | 48,869 | 46,053 | -2,816 (-5.8%) |
| Financial Gravity Asset Management, Inc. | 5,522 | 477 | -5,045 (-91.4%) |
| Mission Creek Capital Partners, Inc. | 58,396 | 56,556 | -1,840 (-3.2%) |
| LifeWealth Investments, LLC | 26,556 | 25,163 | -1,393 (-5.2%) |
| AMERIPRISE FINANCIAL INC | 1,713,068 | 1,305,282 | -407,786 (-23.8%) |
| Slagle Financial, LLC | 8,459 | 7,705 | -754 (-8.9%) |
| Coppell Advisory Solutions LLC | 15,909 | 13,932 | -1,977 (-12.4%) |
| STIFEL FINANCIAL CORP | 135,561 | 99,875 | -35,686 (-26.3%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118,443 | 59,954 | -58,489 (-49.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 470,774 | 436,628 | -34,146 (-7.3%) |
| NBC SECURITIES, INC. | 11,403 | 9,741 | -1,662 (-14.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Matrix Trust Co | 12,458 | $0 |
| Cerity Partners LLC | 9,753 | $280 |
| PRINCIPAL SECURITIES, INC. | 1,849 | $53 |
| 1620 INVESTMENT ADVISORS, INC. | 200 | $6 |
| Ameritas Advisory Services, LLC | 597 | $17 |
| Advisory Services Network, LLC | 247 | $7 |