Who owns Fi Enhanced Lrg Cap Growth Ubs?
- Ticker: FBGX
- CUSIP Number: 902677780
Tip: Access positions for across all investors
Analyze quarterly positions in Fi Enhanced Lrg Cap Growth Ubs with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fi Enhanced Lrg Cap Growth Ubs stock
Who bought or sold Fi Enhanced Lrg Cap Growth Ubs this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fisher Investments | 4.5k | $3.8M | -3% | Mar 2024 |
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| Susquehanna International | 1.9k | $1.6M | 61% | Mar 2024 |
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| Johnson Investment Counsel | 1.8k | $1.5M | 0% | Mar 2024 |
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| Citadel Advisors | 1.8k | $1.5M | 210% | Mar 2024 |
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| Creative Planning | 1.3k | $1.1M | 0% | Mar 2024 |
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| MAI Wealth Advisors | 1.0k | $869k | 0% | Mar 2024 |
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| Ingalls & Snyder | 972.00 | $820k | -9% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 914.00 | $771k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 855.00 | $721k | 0% | Mar 2024 |
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| Amussen Hunsaker & Associates | 818.00 | $690k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 608.00 | $513k | 0% | Mar 2024 |
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| Pnc Financial Services | 486.00 | $410k | 0% | Mar 2024 |
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| Calamos Wealth Management | 466.00 | $393k | 0% | Mar 2024 |
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| Raymond James & Associates | 462.00 | $390k | 0% | Mar 2024 |
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| Atlantic Trust | 439.00 | $369k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 435.00 | $367k | -55% | Mar 2024 |
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| Howard Capital Management | 397.00 | $335k | 0% | Mar 2024 |
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| Centric Wealth Management | 382.00 | $293k | 0% | Mar 2024 |
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| H D Vest Advisory Services | 349.00 | $294k | 0% | Mar 2024 |
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| HighTower Advisors | 343.00 | $288k | 0% | Mar 2024 |
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| Catalina Capital Group | 340.00 | $287k | 100% | Mar 2024 |
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| David J Yvars Group | 307.00 | $259k | 0% | Mar 2024 |
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| CRA Financial Services | 303.00 | $256k | 0% | Mar 2024 |
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| Kestra Advisory Services | 297.00 | $206k | 100% | Dec 2023 |
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| Advisory Services Network | 270.00 | $228k | 0% | Mar 2024 |
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| First American Trust | 268.00 | $226k | 100% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 246.00 | $208k | 100% | Mar 2024 |
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| LPL Financial | 243.00 | $205k | -54% | Mar 2024 |
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| Empower Advisory Group | 241.00 | $203k | 100% | Mar 2024 |
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| Truepoint | 241.00 | $203k | 100% | Mar 2024 |
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| Bank of America Corporation | 197.00 | $1.7k | 0% | Mar 2024 |
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| Fifth Third Bancorp | 170.00 | $143k | 0% | Mar 2024 |
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| Washington Trust Company | 92.00 | $78k | 0% | Mar 2024 |
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| Mine & Arao Wealth Creation & Management | 69.00 | $58k | 0% | Mar 2024 |
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| UBS Group | 67.00 | $57k | 179% | Mar 2024 |
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| Register Financial Advisors | 57.00 | $48k | 100% | Mar 2024 |
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| Farther Finance Advisors | 54.00 | $45k | 100% | Mar 2024 |
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| Trust Co Of Vermont | 50.00 | $42k | 0% | Mar 2024 |
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Who sold out of Fi Enhanced Lrg Cap Growth Ubs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2023 | 650.00 | $452k |
| Arete Wealth Advisors | Dec 2023 | 321.00 | $223k |
| Meridian Wealth Management | Dec 2023 | 314.00 | $218k |
| AE Wealth Management | Dec 2023 | 274.00 | $205k |