Free Trial

Inspire Fidelis Multi Factor ETF (FDLS) Institutional Ownership

$29.49 +0.09 (+0.31%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Inspire Fidelis Multi Factor ETF (NYSEARCA:FDLS)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.56M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.54M
Get FDLS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Inspire Fidelis Multi Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FDLS Institutional Buying and Selling by Quarter

Inspire Fidelis Multi Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2024Inspire Advisors LLC668,043$21.00M2.6%+2.8%24.292%
10/10/2024 Inspire Investing LLC122,036$3.84M0.4%+3.1%4.438%
8/13/2024 AE Wealth Management LLC14,768$437K0.0%+28.7%0.537%
8/12/2024 Inspire Investing LLC118,342$3.50M0.4%-22.0%4.303%
8/8/2024Inspire Advisors LLC649,571$19.21M2.5%-9.1%23.621%
8/8/2024 Frontier Asset Management LLC28,143$832K0.3%N/A1.023%
7/25/2024 First Heartland Consultants Inc.14,479$428K0.0%+28.6%0.527%
5/13/2024 PAX Financial Group LLC220,384$6.74M1.4%-4.3%8.014%
5/8/2024 Inspire Investing LLC151,749$4.64M0.5%-5.8%5.518%
5/8/2024Inspire Advisors LLC714,724$21.86M3.0%+7.9%25.990%
4/16/2024 OneAscent Financial Services LLC51,825$1.59M0.2%+143.5%2.334%
2/13/2024 Belpointe Asset Management LLC22,018$646K0.1%-5.5%0.992%
1/11/2024 OneAscent Financial Services LLC21,285$624K0.1%+96.2%0.959%
11/13/2023 PAX Financial Group LLC230,638$6.13M1.4%+5.7%10.389%
10/26/2023 Inspire Investing LLC130,338$3.46M0.4%-7.9%5.871%
10/26/2023Inspire Advisors LLC562,713$14.94M2.6%+1.2%25.347%
10/13/2023 OneAscent Financial Services LLC10,850$288K0.1%N/A0.489%
7/31/2023 Inspire Investing LLC141,444$3.85M0.5%+2.7%6.371%
7/31/2023Inspire Advisors LLC556,214$15.15M2.9%+10.7%25.055%
7/18/2023 PAX Financial Group LLC218,260$5.94M1.3%+12.3%9.832%
5/11/2023 PAX Financial Group LLC194,377$4.89M1.2%+17.8%9.482%
4/24/2023 Inspire Investing LLC137,713$3.47M0.4%-53.6%6.718%
4/24/2023Inspire Advisors LLC502,318$12.64M2.9%+7.0%24.503%
2/10/2023 PAX Financial Group LLC164,957$4.05M1.0%+6.0%8.682%
1/26/2023Inspire Advisors LLC469,271$11.53M2.9%+5.7%24.698%
1/26/2023 Inspire Investing LLC296,899$7.29M0.9%+4.7%15.626%
11/15/2022 PAX Financial Group LLC155,609$3.43M0.9%N/A9.021%
(Data available from 1/1/2016 forward)

FDLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDLS shares?

During the previous two years, the following institutional investors and hedge funds held shares of Inspire Fidelis Multi Factor ETF shares: Inspire Advisors LLC ($21.00M), PAX Financial Group LLC ($6.74M), Inspire Investing LLC ($3.84M), OneAscent Financial Services LLC ($1.59M), Frontier Asset Management LLC ($832K), Belpointe Asset Management LLC ($646K), and AE Wealth Management LLC ($437K).Learn more on FDLS's institutional investors.

Which institutional investors have been buying Inspire Fidelis Multi Factor ETF stock?

The following institutional investors have purchased Inspire Fidelis Multi Factor ETF stock in the last 24 months: Inspire Advisors LLC ($189.61K), PAX Financial Group LLC ($75.03K), OneAscent Financial Services LLC ($51.83K), Frontier Asset Management LLC ($28.14K), Inspire Investing LLC ($20.86K), AE Wealth Management LLC ($3.29K), and First Heartland Consultants Inc. ($3.22K).

How much institutional buying is happening at Inspire Fidelis Multi Factor ETF?

Institutional investors have bought a total of 371,976 shares in the last 24 months. This purchase volume represents approximately $10.33M in transactions.

Which Inspire Fidelis Multi Factor ETF major shareholders have been selling company stock?

The following institutional investors have sold Inspire Fidelis Multi Factor ETF stock in the last 24 months: Inspire Investing LLC ($213.12K), Inspire Advisors LLC ($65.15K), PAX Financial Group LLC ($9.95K), and Belpointe Asset Management LLC ($1.28K).

How much institutional selling is happening at Inspire Fidelis Multi Factor ETF?

Institutional investors have sold a total of 289,499 shares in the last 24 months. This volume of shares sold represents approximately $7.85M in transactions.



This page (NYSEARCA:FDLS) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners