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FEDERAL TRUST CORP hedge fund holdings

FDT
$94.84+1.56 (+1.67%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FDT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+25.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253135$57.7M$24.2M115Aug 14, 2025
Q3 20255231$81.6M$28.1M134Nov 14, 2025
Q4 20254833$54.2M$25.3M151Feb 14, 2026
Q1 20268047$230M$45.7M173May 15, 2026
Q2 20269142$199M$100M195Aug 14, 2026

Quarterly action breakdown

Q2 2026
195 filers
New position
32
$11.9M+126K sh
Increased
59
$188M+1.98M sh
Reduced
28
-$64.5M-682K sh
Out / sold
14
-$35.9M-379K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
&PartnersAdded 2435.46%+$25.6M$26.7M0.11%Aug 14, 2026
MML Investors Services, LLCAdded 262.52%+$5.2M$7.19M0.01%Aug 7, 2026
Kestra Private Wealth Services, LLCAdded 168.95%+$3.58M$5.69M0.06%Jul 28, 2026
GTS Securities LLCSell 100%-$2.63M$00.00%Aug 14, 2026
Independent Financial Group, LLCAdded 19.97%+$2.37M$14.2M0.27%Jul 15, 2026
Kingsview Wealth Management, LLCAdded 29.59%+$2.28M$9.98M0.12%Aug 19, 2026
Sage Private Wealth Group, LLCAdded 10.66%+$2.18M$22.6M10.17%Aug 6, 2026
First Trust Advisors LPReduce 8.80%-$2.15M$22.3M0.01%Aug 11, 2026
Aurora Private Wealth, Inc.Added 718.91%+$2.12M$2.42M1.54%Jul 22, 2026
Coign Capital Advisors LLCNew Buy+$2.09M$2.09M0.94%Jul 29, 2026
Gateway Wealth Partners, LLCReduce 39.45%-$1.61M$2.48M0.15%Aug 4, 2026
Centennial Wealth Advisory LLCNew Buy+$1.45M$1.45M0.31%Jul 13, 2026
Mainstay Capital Management LLCSell 100%-$1.33M$00.00%Aug 12, 2026
D.A. Davidson & Co.Added 53.93%+$1.32M$3.76M0.02%Jul 24, 2026
TPG Financial Advisors, LLCReduce 24.69%-$1.3M$3.96M1.18%Aug 10, 2026
Vestmark Advisory Solutions, Inc.Added 559.96%+$1.25M$1.47M0.01%Aug 14, 2026
Elevation Point Wealth Partners, LLCAdded 559.96%+$1.25M$1.47M0.03%Aug 12, 2026
Mainsail Financial Group, LLCAdded 15.86%+$1.22M$8.9M3.02%Jul 15, 2026
Benjamin Edwards IncReduce 10.50%-$1.12M$9.52M0.09%Jul 24, 2026
Pacific Excel Wealth Advisors, Inc.Sell 100%-$1.1M$00.00%Jul 6, 2026
Redhawk Wealth Advisors, Inc.Added 38.19%+$1.06M$3.84M0.38%Jul 9, 2026
RFG Advisory, LLCReduce 44.14%-$993K$1.26M0.02%Jul 15, 2026
RiverTree Advisors, LLCNew Buy+$970K$970K0.57%Jul 22, 2026
NewEdge Wealth, LLCReduce 45.00%-$963K$1.18M0.01%Aug 10, 2026
Koshinski Asset Management, Inc.Added 18.26%+$730K$4.73M0.25%Jul 27, 2026
Assetmark, IncAdded 6.50%+$727K$11.9M0.02%Jul 30, 2026
Valued Retirements, Inc.Sell 100%-$685K$00.00%Aug 13, 2026
Nations Financial Group Inc, /Ia/Added 97.69%+$628K$1.27M0.06%Jul 23, 2026
J. Derek Lewis & Associates Inc.Added 99.47%+$569K$1.14M0.22%Jul 31, 2026
SMI Advisory Services, LLCAdded 2.41%+$465K$19.7M3.20%Jul 9, 2026
IFG Advisory, LLCAdded 4505.00%+$427K$436K0.02%Aug 14, 2026
Snowden Capital Advisors LLCReduce 16.93%-$388K$1.91M0.05%Aug 13, 2026
Sigma Planning CorpNew Buy+$384K$384K0.01%Aug 7, 2026
Triad Wealth Partners, LLCReduce 57.98%-$357K$259K0.02%Aug 10, 2026
Arkadios Wealth AdvisorsAdded 31.50%+$334K$1.4M0.02%Aug 10, 2026
XML Financial, LLCNew Buy+$326K$326K0.02%Jul 24, 2026
Patriot Financial Group Insurance Agency, LLCSell 100%-$308K$00.00%Jul 16, 2026
Ameriflex Group, Inc.Added 2692.98%+$291K$301K0.12%Aug 14, 2026
Ignite Planners, LLCAdded 48.84%+$267K$814K0.11%Jul 23, 2026
Richmond Investment Services, LLCSell 100%-$257K$00.00%Jul 27, 2026
Balboa Wealth PartnersAdded 14.44%+$252K$2M0.27%Aug 10, 2026
Daymark Wealth Partners, LLCNew Buy+$246K$246K0.01%Jul 31, 2026
Synergy Asset Management, LLCReduce 36.32%-$237K$416K0.04%Jul 22, 2026
ProVise Management Group, LLCNew Buy+$229K$229K0.02%Aug 3, 2026
Spectrum Wealth Advisory Group, LLCNew Buy+$228K$228K0.06%Aug 6, 2026
LaSalle St. Investment Advisors, LLCAdded 31.49%+$227K$950K0.12%Aug 11, 2026
Pinnacle Family Advisors, LLCReduce 33.84%-$222K$434K0.18%Aug 14, 2026
Mutual Advisors, LLCNew Buy+$218K$218K0.00%Aug 14, 2026
Bison Wealth, LLCSell 100%-$218K$00.00%Jul 7, 2026
Great Valley Advisor Group, Inc.New Buy+$217K$217K0.00%Aug 10, 2026
1776 Wealth LLCNew Buy+$216K$216K0.08%Aug 10, 2026
Midwest Financial Network, LLCReduce 11.96%-$215K$1.59M1.08%Jul 7, 2026
Thrivent Financial for LutheransNew Buy+$215K$215K0.00%Aug 14, 2026
Maia Wealth LLCNew Buy+$214K$214K0.03%Jul 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Buy+$212K$212K0.01%Jul 20, 2026
Mgo One Seven LLCReduce 23.78%-$210K$672K0.01%Jul 31, 2026
Stratos Wealth Partners, LTD.New Buy+$207K$207K0.00%Aug 11, 2026
Equita Financial Network, Inc.New Buy+$205K$205K0.06%Jul 29, 2026
Belpointe Asset Management LLCAdded 25.27%+$180K$892K0.03%Jul 31, 2026
DAVENPORT & Co LLCReduce 30.67%-$178K$403K0.00%Jul 13, 2026
Oppenheimer & Co IncAdded 21.24%+$132K$753K0.01%Aug 3, 2026
LVZ, Inc.Reduce 3.10%-$126K$3.94M0.40%Jul 9, 2026
PFG AdvisorsAdded 27.52%+$104K$483K0.02%Jul 16, 2026
Empirical Asset Management, LLCAdded 5.13%+$84.3K$1.73M0.39%Aug 10, 2026
Harvest Investment Services, LLCAdded 29.58%+$76.5K$335K0.05%Aug 14, 2026
Noble Wealth Management PBCNew Buy+$75.7K$75.7K0.03%Jul 1, 2026
Private Advisory Group LLCAdded 9.26%+$73.8K$871K0.05%Aug 6, 2026
Tounjian Advisory Partners, LLCNew Buy+$64.7K$64.7K0.03%Aug 7, 2026
ABLE Financial Group, LLCReduce 10.41%-$62.6K$538K0.09%Jul 22, 2026
Prospera Financial Services IncReduce 1.82%-$60.3K$3.25M0.05%Jul 15, 2026
Cullen/Frost Bankers, Inc.Added 108.45%+$58.3K$112K0.00%Jul 27, 2026
Park Avenue Securities LLCAdded 2.82%+$45.5K$1.66M0.01%Jul 20, 2026
Greenup Street Wealth Management LLCReduce 0.93%-$41.5K$4.43M0.54%Jul 27, 2026
Atria Investments, IncReduce 1.21%-$36.5K$2.98M0.03%Jul 28, 2026
Geneos Wealth Management Inc.Added 249.31%+$34K$47.6K0.00%Aug 6, 2026
Towerpoint Wealth, LLCReduce 1.11%-$33.2K$2.96M1.02%Jul 9, 2026
Private Client Services, LLCReduce 8.56%-$32.1K$343K0.09%Jul 6, 2026
Sequent Planning LLCAdded 9.31%+$31K$363K0.08%Aug 14, 2026
HBW Advisory Services LLCAdded 1.88%+$30.2K$1.64M0.15%Jul 16, 2026
GeoWealth Management, LLCAdded 12.78%+$29.9K$264K0.01%Jul 30, 2026
Crusonia Wealth Advisors LLCAdded 0.52%+$29.3K$5.7M0.94%Jul 30, 2026
Envestnet Portfolio Solutions, Inc.Added 5.66%+$29.2K$545K0.00%Jul 20, 2026
Fiduciary Financial AdvisorsNew Buy+$28.6K$28.6K0.00%Aug 14, 2026
Pine Valley Investments Ltd Liability CoAdded 2.21%+$26.9K$1.25M0.05%Jul 24, 2026
FSB Premier Wealth Management, Inc.Reduce 1.32%-$25.9K$1.93M0.55%Aug 12, 2026
Iams Wealth Management, LLCAdded 2.41%+$24.4K$1.04M0.31%Jul 16, 2026
Silver Grove Financial Group, Inc.Reduce 70.37%-$23.4K$9.85K0.01%Aug 13, 2026
Colonial Trust AdvisorsSell 100%-$17.4K$00.00%Aug 11, 2026
Formidable Asset Management, LLCAdded 5.34%+$17.4K$343K0.05%Jul 17, 2026
Tucker Asset Management LLCAdded 6.60%+$16.5K$266K0.07%Aug 27, 2026
OneAscent Financial Services LLCReduce 0.86%-$14K$1.62M0.08%Aug 11, 2026
HM Payson & CoNew Buy+$12.1K$12.1K0.00%Jul 17, 2026
Lanark Financial, Inc.Added 5.80%+$12K$220K0.01%Jul 21, 2026
Novem GroupAdded 2.43%+$11.8K$498K0.05%Jul 21, 2026
Buck Wealth Strategies, LLCNew Buy+$11.5K$11.5K0.00%Jul 30, 2026
Gladstone Institutional Advisory LLCReduce 0.71%-$9.66K$1.35M0.04%Jul 27, 2026
Calton & Associates, Inc.Reduce 2.70%-$8.05K$290K0.04%Aug 10, 2026
Kovack Advisors, Inc.Added 3.62%+$7.92K$227K0.01%Jul 29, 2026
Principal Securities, Inc.Reduce 1.64%-$6.82K$410K0.00%Aug 4, 2026
Family Legacy, Inc.Reduce 0.97%-$6.44K$654K0.17%Aug 6, 2026

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