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Fiduciary Claymore Engry INF

CUSIP: 31647Q205 | 71 institutional holders

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2021

Cornerstone Advisory, LLC193,977
0.0% of portfolio›$2.0K
WNY Asset Management, LLC151,734
0.0% of portfolio›$1.6K
Bank of America Corp109,908
0.0% of portfolio›$1.1K
Private Wealth Strategies, L.L.C.109,331
0.1% of portfolio›$1.1K
Morgan Stanley93,442
0.0% of portfolio›$968
Saba Capital Management, L.P.A87,605
0.0% of portfolio›$908
Commonwealth Equity Services, LLC79,633
0.0% of portfolio›$825
Matisse Capital77,845
0.0% of portfolio›$806
Royal Bank of Canada72,426
0.0% of portfolio›$750
Wolverine Asset Management LLC57,337
0.0% of portfolio›$594
Quantedge Capital Pte Ltd51,263
0.0% of portfolio›$531
Osaic Holdings, Inc.41,847
0.0% of portfolio›$434
Kayne Anderson Capital Advisors LP39,555
0.0% of portfolio›$410
180 Wealth Advisors, LLC24,974
0.0% of portfolio›$272
Raymond James & Associates19,992
0.0% of portfolio›$207
Eidelman Virant Capital10,000
0.0% of portfolio›$103
UBS Group AG9,900
0.0% of portfolio›$103
Wells Fargo & Company6,745
0.0% of portfolio›$70
PNC Financial Services Group, Inc.3,169
0.0% of portfolio›$33
Spire Wealth Management1,541
0.0% of portfolio›$16
American Portfolios Advisors1,011
0.0% of portfolio›$10.5K
Northwestern Mutual Wealth Management Co700
0.0% of portfolio›$7
Carolinas Wealth Consulting LLC598
0.0% of portfolio›$6
Geneos Wealth Management Inc.435
0.0% of portfolio›$4
RGT Capital Management, Ltd.307
0.0% of portfolio›$3
Benjamin F. Edwards & Company, Inc.230
0.0% of portfolio›$2
Institutional & Family Asset Management, LLC161
0.0% of portfolio›$2
Harbour Investments, Inc.160
0.0% of portfolio›$2
Truvestments Capital LLC150
0.0% of portfolio›$2
Caldwell Trust Co100
0.0% of portfolio›$1.0K
Tradewinds Capital Management, LLC95
0.0% of portfolio›$1
Rockefeller Capital Management L.P.70
0.0% of portfolio›$0
Optimum Investment Advisors60
0.0% of portfolio›$1
Hudock, Inc.52
0.0% of portfolio›$0
Whittier Trust Co49
0.0% of portfolio›$1
Parkside Financial Bank & Trust40
0.0% of portfolio›$0
Tower Research Capital LLC (TRC)20
0.0% of portfolio›$0
JJJ Advisors Inc.14
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Cornerstone Advisory, LLC
193,977$2.0K0.0%ETFVery LowHunt Valley, MD2022-02-23
WNY Asset Management, LLC
151,734$1.6K0.0%ETFMediumWilliamsville, NY2022-02-15
Bank of America Corp
109,908$1.1K0.0%CoreLowCharlotte, NC2022-02-08
Private Wealth Strategies, L.L.C.
109,331$1.1K0.1%YieldVery LowWorthington, OH2022-01-24
Morgan Stanley
93,442$9680.0%CoreLowNew York, NY2022-02-14
Saba Capital Management, L.P.Activist
87,605$9080.0%YieldMediumNew York, NY2022-02-14
Commonwealth Equity Services, LLC
79,633$8250.0%ETFLowWaltham, MA2022-01-31
Matisse Capital
77,845$8060.0%ValueMediumPortland, OR2022-02-04
Royal Bank of Canada
72,426$7500.0%CoreLowToronto, Australia2022-02-14
Wolverine Asset Management LLC
57,337$5940.0%Deep ValueVery HighChicago, IL2022-02-09
Quantedge Capital Pte Ltd
51,263$5310.0%Deep ValueHighSingapore, Turkey2022-02-11
Osaic Holdings, Inc.
41,847$4340.0%IndexLowScottsdale, AZ2022-02-03
Kayne Anderson Capital Advisors LP
39,555$4100.0%YieldLowLos Angeles, CA2022-02-07
180 Wealth Advisors, LLC
24,974$2720.0%CoreLowFederal Way, WA2022-01-26
Raymond James & Associates
19,992$2070.0%N/AN/ASt Petersburg, FL2022-02-08
Eidelman Virant Capital
10,000$1030.0%N/AN/ASaint Louis, MO2022-02-01
UBS Group AG
9,900$1030.0%CoreMediumZurich, Switzerland2022-02-14
Wells Fargo & Company
6,745$700.0%CoreLowSan Francisco, CA2022-02-14
PNC Financial Services Group, Inc.
3,169$330.0%GrowthVery LowPittsburgh, PA2022-02-11
Spire Wealth Management
1,541$160.0%GrowthMediumMclean, VA2022-01-14
American Portfolios Advisors
1,011$10.5K0.0%N/AN/AHolbrook, NY2023-03-21
Northwestern Mutual Wealth Management Co
700$70.0%IndexVery LowMilwaukee, WI2022-02-03
Carolinas Wealth Consulting LLC
598$60.0%GrowthVery LowCharlotte, NC2022-02-14
Geneos Wealth Management Inc.
435$40.0%ETFLowEnglewood, CO2022-02-09
RGT Capital Management, Ltd.
307$30.0%N/AN/ADallas, TX2022-02-11
Benjamin F. Edwards & Company, Inc.
230$20.0%N/AN/ASt. Louis, MO2022-02-07
Institutional & Family Asset Management, LLC
161$20.0%YieldVery LowFort Collins, CO2022-02-14
Harbour Investments, Inc.
160$20.0%ETFLowMadison, WI2022-02-16
Truvestments Capital LLC
150$20.0%GARPLowSarasota, FL2022-02-14
Caldwell Trust Co
100$1.0K0.0%GrowthLowVenice, FL2025-10-02
Tradewinds Capital Management, LLC
95$10.0%ETFVery HighBellingham, WA2022-02-02
Rockefeller Capital Management L.P.
70$00.0%CoreLowNew York, NY2022-02-14
Optimum Investment Advisors
60$10.0%N/AN/AChicago, IL2022-03-17
Hudock, Inc.
52$00.0%ETFLowWilliamsport, PA2022-01-19
Whittier Trust Co
49$10.0%GrowthLowSouth Pasadena, CA2022-01-19
Parkside Financial Bank & Trust
40$00.0%CoreVery LowSaint Louis, MO2022-03-01
Tower Research Capital LLC (TRC)
20$00.0%GARPVery HighNew York, NY2022-02-14
JJJ Advisors Inc.
14$00.0%GrowthMediumDenver, CO2022-02-02
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-02-07