Founders Financial Alliance, LLC
Position in VGI — Virtus Global Multi-Sector Income Fund
CIK 1832190
RALEIGH, NC
Position in VGI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$180,891
+$35,648 QoQ
Shares Held
24,511
+32.3% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VGI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Founders Financial Alliance, LLC holds $13,598,092 across 38 Asset Management names. VGI ranks #23 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
119,934 | $1,321,672 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
38,543 | $946,230 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
|
91,622 | $896,063 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
19,329 | $744,359 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
64,839 | $728,141 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
140,492 | $716,509 | |
| 7 | BCIC |
BCP Investment Corp
|
83,017 | $624,287 | |
| 8 | ARCC |
Ares Capital Corp
|
34,333 | $618,680 |
All Filings in VGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,891 | 24,511 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $145,243 | 18,526 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $128,008 | 16,122 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||