Signals

← Signals

☆FDN

647 in-universe funds with a nonzero position in FDN within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1376
Score / z0.014 / 0.01
Consensus183.25 over 345 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 754.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 321.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 245.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 225.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 189.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 161.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 123.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 98.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 82.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 37.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 33.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 28.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 22.1 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 21.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 20.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 19.2 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 17.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 16.7 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 16.5 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 14.3 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
☆Warner Group LLC CIK 0002073617 0.415 129 14.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 12.4 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 10.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 9.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 8.9 2.5% 3 -0.4 pp -0.6 pp +2.5 pp +2.5 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 8.7 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 8.4 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 7.7 3.7% 3 -0.2 pp -0.4 pp +3.7 pp +3.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 7.5 2.7% 3 -0.3 pp -0.3 pp +2.7 pp +2.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 7.3 0.6% 3 -0.4 pp -0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 7.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 6.8 4.5% 3 -2.7 pp -3.1 pp +4.5 pp +4.5 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 6.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.7 0.4% 1 +0.4 pp -0.1 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 6.2 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 5.9 3.8% 3 -0.2 pp -0.5 pp +3.8 pp +3.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 5.5 4.7% 3 -0.3 pp -0.3 pp +4.7 pp +4.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 5.2 1.6% 3 -0.2 pp -0.7 pp +1.6 pp +1.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 4.3 2.1% 4 -0.1 pp -0.3 pp -0.1 pp +2.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 4.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 3.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 3.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 3.6 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.5 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.2 0.9% 3 -0.4 pp -0.3 pp +0.9 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 3.1 2.3% 3 -0.2 pp -0.3 pp +2.3 pp +2.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 3.0 1.6% 3 -0.1 pp -0.5 pp +1.6 pp +1.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.7 2.1% 4 -0.1 pp +0.3 pp +0.5 pp +2.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 2.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 2.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 2.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 2.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 2.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.2 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 2.1 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 2.1 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.0 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 1.9 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.9 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 1.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 1.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FDN). Qtrs Held counts distinct quarters this fund has actually held FDN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDN position size. Δ columns are the percentage-point change in FDN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status