BANK MONTREAL MEDIUM

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FNGS·06368B504·US·etf·Unknown - Unknown

NT LKD 38

FNGS (BANK MONTREAL MEDIUM) is held by 21 institutional investors as of Q1 2026. Largest holders: OSAIC HOLDINGS, INC. ($11.6M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($11.2M), Mariner, LLC ($10.8M). Net institutional sentiment: Mixed.

21

Holders

Avg rating(4 Elite)

$44.1M

Total Value

39% (26)

Fund Consensus

9 buying - 14 selling

Smart Money Verdict

View all

43Weak MomentumSingle Source

Institutional (13F)43

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how FNGS's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

11

★★★★

Strong

7

★★★

Solid

3

★★

Below

1

★

Weak

Held by 21 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (21)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Decreased	194,085(-32.9%)	$11.6M	0.0%	+14.94%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	183,152(-7.0%)	$11.2M	0.0%	+52.80%	0
Mariner, LLC	Increased	181,309(+600.9%)	$10.8M	0.0%	+22.33%	45
CITADEL ADVISORS LLC	Decreased	44,453(-38.7%)	$2.6M	0.0%	+14.03%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	28,160(+11.5%)	$1.7M	0.0%	+24.29%	29
Cetera Investment Advisers	Decreased	24,502(-32.2%)	$1.5M	0.0%	+43.77%	0
MML INVESTORS SERVICES, LLC	Decreased	23,790(-3.9%)	$1.4M	0.0%	+25.76%	0
Kestra Advisory Services, LLC	Increased	13,893(+89.2%)	$828,162	0.0%	+25.20%	39
LPL Financial LLC	Increased	13,669(+273.6%)	$814,833	0.0%	+16.72%	40
ROYAL BANK OF CANADA	Decreased	11,838(-31.3%)	$706,000	0.0%	+38.34%	0
GOLDMAN SACHS GROUP INC	New	9,057	$539,888	0.0%	+17.49%	34
Creative Planning	Increased	3,517(+16.4%)	$209,648	0.0%	+7.21%	27
UBS Group AG	Decreased	1,350(-73.9%)	$80,474	0.0%	+10.42%	0
SIMPLEX TRADING, LLC	New	671	$39,998	0.0%	+17.49%	31
NATIONAL BANK OF CANADA /FI/	Unchanged	619	$36,899	0.0%	+126.69%	0
MORGAN STANLEY	Decreased	349(-92.8%)	$20,804	0.0%	+16.21%	0
Allworth Financial LP	Decreased	213(-97.6%)	$12,697	0.0%	+5.69%	0
Farther Finance Advisors, LLC	Unchanged	192	$11,679	0.0%	+5.69%	0
HRT FINANCIAL LP	Increased	83,678(+935.5%)	$4,988	0.0%	+16.23%	24
WELLS FARGO & COMPANY/MN	New	14	$835	0.0%	+17.49%	17

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer