FMP ETF & Funds

Retrieve ETF and mutual fund holdings, sector weightings, and 13F disclosures via FMP MCP endpoints.

7|1|Updated Feb 9, 2026
One-click install
npx skills add https://github.com/fall-development-rob/corp_finance --skill fmp-etf-funds
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: FMP ETF & Funds
Source: https://github.com/fall-development-rob/corp_finance/tree/main/.claude/skills/fmp-etf-funds
Command: npx skills add https://github.com/fall-development-rob/corp_finance --skill fmp-etf-funds

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Investors and analysts need a reliable way to inspect ETF and mutual fund composition, sector and country exposures, and institutional disclosures to assess concentration, passive ownership risk, and quarter-over-quarter portfolio changes.

Core Features & Use Cases

  • Holdings decomposition: Retrieve full constituent lists and weights to identify top holdings and concentration risk.
  • Fund metadata: Access expense ratio, AUM, inception date, issuer, and strategy to compare funds.
  • Allocation analysis: Produce sector and country weightings to evaluate geographic and sector tilts.
  • Passive ownership & disclosure tracking: Map which ETFs hold a given stock, find largest institutional holders, and pull historical 13F-style filings to diff quarter-to-quarter changes.
  • Use case: Perform due diligence on an ETF by combining its profile, holdings, sector and country breakdowns, and disclosure history to surface allocation surprises and recent position changes.

Quick Start

Retrieve the ETF profile and full holdings for VWO and summarize top-10 concentration, sector tilt, and country exposure.

Frequently Asked Questions about FMP ETF & Funds

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I retrieve ETF holdings and sector allocation data for due diligence?

ETF holdings decomposition retrieves full constituent lists, weights, sector allocations, and country weightings to identify top holdings and concentration risk for fund due diligence.

Can I find which ETFs hold a specific stock and track passive ownership?

Passive ownership mapping identifies which ETFs hold a given stock and finds largest institutional holders by pulling historical 13F disclosure filings to diff quarter-over-quarter changes.

What is the best way to compare mutual fund expense ratios and inception dates?

Fund metadata retrieval accesses expense ratio, AUM, inception date, issuer, and strategy data to compare mutual funds and evaluate allocation surprises during due diligence.

How do I analyze quarter-over-quarter portfolio changes in institutional disclosures?

Historical 13F disclosure search pulls quarterly filings to diff quarter-to-quarter position changes, mapping passive ownership risk and recent allocation shifts in institutional portfolios.

Does this fund analysis approach work for both ETFs and mutual funds?

Holdings decomposition and disclosure retrieval apply to both ETFs and mutual funds, returning constituent holdings, sector and country weightings, and fund metadata for comprehensive fund analysis.

What ETF data do I need to evaluate country exposure and concentration risk?

Country weightings and full constituent holdings data surface geographic tilts and top-10 concentration risk, enabling evaluation of allocation surprises and sector exposure in fund portfolios.