Who owns Fi Enhanced Lrg Cap Growth Ubs?
- Ticker: FBGX
- CUSIP Number: 902677780
Tip: Access positions for across all investors
Analyze quarterly positions in Fi Enhanced Lrg Cap Growth Ubs with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fi Enhanced Lrg Cap Growth Ubs this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Claybrook Capital | 19k | $174k | 100% | Sep 2023 |
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Fisher Investments | 4.6k | $3.2M | -37% | Dec 2023 |
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Johnson Investment Counsel | 1.8k | $1.2M | 0% | Dec 2023 |
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Creative Planning | 1.3k | $931k | 12% | Dec 2023 |
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Susquehanna International | 1.2k | $643k | 10% | Sep 2023 |
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Ingalls & Snyder | 1.1k | $745k | 0% | Dec 2023 |
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MAI Wealth Advisors | 1.0k | $716k | 0% | Dec 2023 |
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Mariner Wealth Advisors | 972.00 | $676k | 48% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 914.00 | $502k | 0% | Sep 2023 |
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Householder Group Estate & Retirement Specialist | 855.00 | $594k | 0% | Dec 2023 |
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Amussen Hunsaker & Associates | 818.00 | $450k | 0% | Sep 2023 |
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Flow Traders US | 650.00 | $452k | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 608.00 | $423k | 0% | Dec 2023 |
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Citadel Advisors | 570.00 | $396k | 100% | Dec 2023 |
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LPL Financial | 523.00 | $287k | 100% | Sep 2023 |
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Pnc Financial Services | 486.00 | $338k | 0% | Dec 2023 |
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Calamos Wealth Management | 466.00 | $324k | 0% | Dec 2023 |
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Raymond James & Associates | 462.00 | $321k | -39% | Dec 2023 |
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Atlantic Trust | 439.00 | $241k | 100% | Sep 2023 |
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Howard Capital Management | 397.00 | $276k | 0% | Dec 2023 |
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Centric Wealth Management | 382.00 | $292k | 0% | Dec 2023 |
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H D Vest Advisory Services | 349.00 | $243k | 100% | Dec 2023 |
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HighTower Advisors | 343.00 | $239k | 100% | Dec 2023 |
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Arete Wealth Advisors | 321.00 | $223k | 100% | Dec 2023 |
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Meridian Wealth Management | 314.00 | $218k | 100% | Dec 2023 |
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David J Yvars Group | 307.00 | $213k | 100% | Dec 2023 |
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CRA Financial Services | 303.00 | $211k | 100% | Dec 2023 |
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Kestra Advisory Services | 297.00 | $206k | 100% | Dec 2023 |
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AE Wealth Management | 274.00 | $205k | 100% | Dec 2023 |
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Advisory Services Network | 270.00 | $188k | 100% | Dec 2023 |
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Bank of America Corporation | 197.00 | $1.4k | 46% | Dec 2023 |
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Fifth Third Bancorp | 170.00 | $118k | 0% | Dec 2023 |
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Washington Trust Company | 92.00 | $64k | 0% | Dec 2023 |
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Mine & Arao Wealth Creation & Management | 69.00 | $48k | 0% | Dec 2023 |
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Trust Co Of Vermont | 50.00 | $35k | 0% | Dec 2023 |
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UBS Group | 24.00 | $17k | 4% | Dec 2023 |
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Advisor Group Holdings | 18.00 | $13k | -50% | Dec 2023 |
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Who sold out of Fi Enhanced Lrg Cap Growth Ubs?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
First National Bank Of Omaha | Jun 2023 | 472.00 | $282k |
Thrivent Financial for Lutherans | Jun 2023 | 392.00 | $234k |
Register Financial Advisors | Sep 2023 | 57.00 | $31k |