Burt Wealth Advisors's ownership history for FNDX

Burt Wealth Advisors currently holds 651.6K shares with a market value of $17.1M. It started holding FNDX on 2024-09-30. At its peak, it held 655.0K shares on 2025-06-30. Its highest holding value was $17.1M on 2025-09-30. At its lowest, it held 203.7K shares on 2024-09-30, with a value of $14.5M on 2024-12-31. In the recent 180 days, Burt Wealth Advisors has increased its shares by 11.7K. In the recent year, Burt Wealth Advisors has increased its shares by 447.9K.