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First Fndtn Inc
First Fndtn Inc. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 12 Institutional holders with a total value of $2,269,048.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 71,291 1,408,000 62.05%
2 NORTHERN TRUST CORP 22,000 429,000 18.91%
3 American Money Management, LLC 10,105 197,048 8.68%
4 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,872 154,000 6.79%
5 UBS Group AG 3,000 58,000 2.56%
6 BlackRock Investment Management, LLC 863 17,000 0.75%
7 BANK OF AMERICA CORP /DE/ 222 4,000 0.18%
8 INTEGRATED WEALTH MANAGEMENT 124 2,000 0.09%
9 MORGAN STANLEY 14 0 0.00%
10 Tower Research Capital LLC (TRC) 10 0 0.00%
11 CITIGROUP INC 23 0 0.00%
12 WELLS FARGO & COMPANY/MN 20 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.