Founders Financial Alliance, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1832190
RALEIGH, NC
Position in EXG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$181,072
+$21,503 QoQ
Shares Held
18,458
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#160
of 296 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $13,522,330 across 38 Asset Management names. EXG ranks #26 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
117,396 | $1,281,964 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
40,261 | $1,114,424 | |
| 3 | BME |
BlackRock Health Sciences Trust
|
19,200 | $824,640 | |
| 4 | ACP |
abrdn Income Credit Strategies Fund
|
157,320 | $818,064 | |
| 5 | OXLC |
Oxford Lane Capital Corp.
|
88,808 | $777,958 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
61,571 | $722,843 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
50,344 | $644,403 | |
| 8 | BCIC |
BCP Investment Corp
|
80,706 | $587,539 |
All Filings in EXG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,072 | 18,458 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $159,569 | 18,426 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $167,680 | 17,595 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $139,885 | 15,372 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||