Exchange Listed FDS TR

CUSIP: 30151E657 | 9 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2023

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Evergreen Capital Management LLC363,589

1.2% of portfolio$26.8M

Source Financial Advisors LLC66,833

1.7% of portfolio$4.9M

Jane Street Group, LLC50,339

0.0% of portfolio$3.7M

Bank of Montreal3,210

0.0% of portfolio$237.3K

0.0% of portfolio$6.0K

Steward Partners Investment Advisory, LLC15

0.0% of portfolio$1.1K

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Evergreen Capital Management LLC	363,589	$26.8M	1.2%	GARP	Medium	Bellevue, WA	2023-11-14
Source Financial Advisors LLC	66,833	$4.9M	1.7%	Agg Growth	Very Low	New York, NY	2023-10-26
Jane Street Group, LLC	50,339	$3.7M	0.0%	Core	Very High	New York, NY	2023-11-15
Bank of Montreal	3,210	$237.3K	0.0%	Core	Low	Toronto, Australia	2023-11-01
UBS Group AG	82	$6.0K	0.0%	Core	Medium	Zurich, Switzerland	2023-11-09
Steward Partners Investment Advisory, LLC	15	$1.1K	0.0%	Core	Low	Stamford, CT	2023-11-13
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2023-10-30