WealthPLAN Partners, LLC - FPA CRESCENT FUND ownership

FPA CRESCENT FUND's ticker is and the CUSIP is 30254T759. A total of 4 filers reported holding FPA CRESCENT FUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of FPA CRESCENT FUND
ValueSharesWeighting
Q2 2016$1,557,458,00050,0470.20%
Other shareholders
FPA CRESCENT FUND shareholders Q3 2023
NameSharesValueWeighting ↓
Broderick Brian C 171,385$6,322,3801.74%
Hemenway Trust Co LLC 41,593$1,534,3670.16%
Strategic Investment Solutions, Inc. /IL 223,839$8,382,7010.10%
TWIN CAPITAL MANAGEMENT INC 5,928$218,6890.03%
View complete list of FPA CRESCENT FUND shareholders