Stock

FDHY

Ownership Count: 140

Ownership

Manager Name % of Portfolio Recent Activity Share Value
Financial Management Professionals, Inc. 2.54%
Added 4.32%
411,846 $19,871,000.0
LPL Financial LLC 0.01%
Added 9.58%
352,276 $16,997,000.0
Advisory Services Network, LLC 0.17%
Reduced 3.48%
165,991 $8,009,000.0
COMMONWEALTH EQUITY SERVICES, LLC 0.01%
Added 24.81%
110,057 $5,310,000.0
LINCOLN NATIONAL CORP 0.09%
Reduced 1.45%
103,766 $4,980,000.0
MORGAN STANLEY 0.0%
No Change
100,000 $4,931,000.0
Demars Financial Group, LLC 2.17%
Added 23.25%
84,381 $4,303,000.0
Flavin Financial Services, Inc. 3.42%
No Change
73,738 $3,557,000.0
MOODY NATIONAL BANK TRUST DIVISION 0.41%
No Change
72,595 $3,502,000.0
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.17%
Added 67.21%
60,306 $2,880,000.0
TRUSTCORE FINANCIAL SERVICES, LLC 0.22%
No Change
54,620 $2,512,000.0
RAYMOND JAMES FINANCIAL INC 0.0%
No Change
53,698 $2,590,000.0
Evergreen Private Wealth LLC 1.1%
Added 2.44%
46,170 $2,227,000.0
DEUTSCHE BANK AG\ 0.0%
Reduced 9.00%
45,500 $2,289,000.0
OmniStar Financial Group, Inc. 1.73%
Added 0.63%
43,709 $2,108,000.0