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CUSIP: 33740U562 | NYSE | 75 institutional holders

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

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AFirst Trust Portfolios L.P.	165,546	8.9%	+35,867	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.165,546

8.9% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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Precedent Wealth Partners, LLC379,246

2.1% of portfolio$13.4M

Park Avenue Securities LLC57,956

0.0% of portfolio$2.1M

Kestra Advisory Services, LLC30,800

0.0% of portfolio$1.1M

Commonwealth Equity Services, LLC28,247

0.0% of portfolio$1.0M

Ignite Planners, LLC23,426

0.1% of portfolio$829.4K

Victory Financial Group, LLC21,698

0.1% of portfolio$768.2K

IFP Advisors, Inc16,020

0.0% of portfolio$567.2K

Grantvest Financial Group LLC14,811

0.3% of portfolio$524.4K

Beacon Financial Advisory LLC12,146

0.1% of portfolio$430.0K

Brookstone Capital Management12,132

0.0% of portfolio$429.5K

Truist Financial Corp12,083

0.0% of portfolio$427.8K

Clear Creek Financial Management, LLC11,652

0.0% of portfolio$412.5K

Americana Partners, LLC10,105

0.0% of portfolio$357.8K

Madrona Financial Services, LLC9,837

0.1% of portfolio$348.3K

Ashton Thomas Private Wealth, LLC9,819

0.0% of portfolio$347.6K

Kingswood Wealth Advisors, LLC9,728

0.0% of portfolio$344.4K

Triumph Capital Management9,603

0.1% of portfolio$340.0K

Cambridge Investment Research Advisors, Inc.9,589

0.0% of portfolio$339.0K

Buck Wealth Strategies, LLC6,366

0.0% of portfolio$225.4K

HBW Advisory Services LLC6,000

0.0% of portfolio$212.4K

StoneX Group Inc.5,650

0.0% of portfolio$200.0K

Evolution Wealth Management Inc.3,748

0.1% of portfolio$132.7K

Spire Wealth Management1,950

0.0% of portfolio$69.0K

Creative Financial Designs Inc1,107

0.0% of portfolio$39.2K

CX Institutional900

0.0% of portfolio$32

CoreCap Advisors, LLC875

0.0% of portfolio$31.0K

Dhjj Financial Advisors, Ltd.751

0.0% of portfolio$26.6K

Harbor Investment Advisory, LLC565

0.0% of portfolio$20.0K

				Style	Turnover	Location	Filed
Precedent Wealth Partners, LLC	379,246	$13.4M	2.1%	ETF	Medium	Houston, TX	2026-10-21
Park Avenue Securities LLC	57,956	$2.1M	0.0%	ETF	Medium	New York, NY	2026-10-26
Kestra Advisory Services, LLC	30,800	$1.1M	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	28,247	$1.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Ignite Planners, LLC	23,426	$829.4K	0.1%	Core	Low	San Clemente, CA	2026-10-14
Victory Financial Group, LLC	21,698	$768.2K	0.1%	ETF	Low	Austin, TX	2026-10-27
IFP Advisors, Inc	16,020	$567.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Grantvest Financial Group LLC	14,811	$524.4K	0.3%	ETF	Low	Matawan, NJ	2026-10-21
Beacon Financial Advisory LLC	12,146	$430.0K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
Brookstone Capital Management	12,132	$429.5K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Truist Financial Corp	12,083	$427.8K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Clear Creek Financial Management, LLC	11,652	$412.5K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Americana Partners, LLC	10,105	$357.8K	0.0%	Core	Medium	Houston, TX	2026-10-28
Madrona Financial Services, LLC	9,837	$348.3K	0.1%	ETF	Low	Everett, WA	2026-10-23
Ashton Thomas Private Wealth, LLC	9,819	$347.6K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Kingswood Wealth Advisors, LLC	9,728	$344.4K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Triumph Capital Management	9,603	$340.0K	0.1%	ETF	Medium	Denver, CO	2026-10-14
Cambridge Investment Research Advisors, Inc.	9,589	$339.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Buck Wealth Strategies, LLC	6,366	$225.4K	0.0%	Value	Medium	Denver, CO	2026-10-28
HBW Advisory Services LLC	6,000	$212.4K	0.0%	ETF	Medium	Simi Valley, CA	2026-10-15
StoneX Group Inc.	5,650	$200.0K	0.0%	ETF	Medium	New York, NY	2026-11-03
Evolution Wealth Management Inc.	3,748	$132.7K	0.1%	ETF	Medium	Fort Myers, FL	2026-10-28
Spire Wealth Management	1,950	$69.0K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Creative Financial Designs Inc	1,107	$39.2K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
CX Institutional	900	$32	0.0%	Core	Medium	Auburn, IN	2026-10-02
CoreCap Advisors, LLC	875	$31.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Dhjj Financial Advisors, Ltd.	751	$26.6K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Harbor Investment Advisory, LLC	565	$20.0K	0.0%	Growth	Low	Lutherville, MD	2026-10-13