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Funds Holding FYX

On this page, we present all of the funds holding FYX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FYX, with a link to that fund's top holdings. The next columns indicate the amount of FYX stock held by each of the funds holding FYX, followed by the FYX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 144 funds holding FYX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FYX), click the fund name in the "Holder" column of the funds-holding-FYX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley681,325$62,382 12/31/2023
     FYX681,325$62,382 12/31/2023
Wells Fargo & Company MN581,801$54,247 03/31/2024
     FYX581,801$54,247 03/31/2024
LPL Financial LLC536,606$50,033 03/31/2024
     FYX536,606$50,033 03/31/2024
Bank of America Corp DE437,597$40,066 12/31/2023
     FYX437,597$40,066 12/31/2023
Royal Bank of Canada369,570$33,837 12/31/2023
     FYX369,570$33,837 12/31/2023
Janney Montgomery Scott LLC288,217$26,873 03/31/2024
     FYX288,217$26,873 03/31/2024
Hapanowicz & Associates Financial Services Inc234,111$21,828 03/31/2024
     FYX234,111$21,828 03/31/2024
UBS Group AG214,530$20,003 03/31/2024
     FYX214,530$20,003 03/31/2024
Raymond James & Associates206,529$19,257 03/31/2024
     FYX206,529$19,257 03/31/2024
Raymond James Financial Services Advisors Inc.189,060$17,628 03/31/2024
     FYX189,060$17,628 03/31/2024
Cambridge Investment Research Advisors Inc.136,843$12,759 03/31/2024
     FYX136,843$12,759 03/31/2024
JPMorgan Chase & Co.133,138$12,414 03/31/2024
     FYX133,138$12,414 03/31/2024
Wealth Alliance Advisory Group LLC120,630$11,248 03/31/2024
     FYX120,630$11,248 03/31/2024
Main Line Retirement Advisors LLC107,087$9,982 03/31/2024
     FYX107,087$9,982 03/31/2024
Kestra Advisory Services LLC105,433$9,653 12/31/2023
     FYX105,433$9,653 12/31/2023
Baird Financial Group Inc.104,858$9,601 12/31/2023
     FYX104,858$9,601 12/31/2023
Cetera Investment Advisers104,558$9,573 12/31/2023
     FYX104,558$9,573 12/31/2023
Park National Corp OH86,065$8,025 03/31/2024
     FYX86,065$8,025 03/31/2024
Wealthsource Partners LLC85,228$7,803 12/31/2023
     FYX85,228$7,803 12/31/2023
GWM Advisors LLC83,487$7,644 12/31/2023
     FYX83,487$7,644 12/31/2023
Regal Investment Advisors LLC81,176$7,432 12/31/2023
     FYX81,176$7,432 12/31/2023
Cetera Advisor Networks LLC69,978$6,407 12/31/2023
     FYX69,978$6,407 12/31/2023
Advisor Group Holdings Inc.65,400$6,102 03/31/2024
     FYX65,400$6,102 03/31/2024
Chicago Partners Investment Group LLC66,212$5,933 03/31/2024
     FYX66,212$5,933 03/31/2024
Commonwealth Equity Services LLC59,581$5,555 03/31/2024
     FYX59,581$5,555 03/31/2024
Western Wealth Management LLC59,078$5,508 03/31/2024
     FYX59,078$5,508 03/31/2024
Vestmark Advisory Solutions Inc.56,620$5,184 12/31/2023
     FYX56,620$5,184 12/31/2023
IFG Advisory LLC54,172$5,051 03/31/2024
     FYX54,172$5,051 03/31/2024
Stifel Financial Corp51,745$4,738 12/31/2023
     FYX51,745$4,738 12/31/2023
D.A. Davidson & CO.46,907$4,374 03/31/2024
     FYX46,907$4,374 03/31/2024
Envestnet Asset Management Inc.41,499$3,869 03/31/2024
     FYX41,499$3,869 03/31/2024
Sweet Financial Partners LLC39,050$3,641 03/31/2024
     FYX39,050$3,641 03/31/2024
HighTower Advisors LLC39,036$3,635 03/31/2024
     FYX39,036$3,635 03/31/2024
MTM Investment Management LLC36,029$3,359 03/31/2024
     FYX36,029$3,359 03/31/2024
Susquehanna International Group LLP35,577$3,317 03/31/2024
     FYX35,577$3,317 03/31/2024
Mainsail Financial Group LLC32,428$3,024 03/31/2024
     FYX32,428$3,024 03/31/2024
Per Stirling Capital Management LLC.32,155$2,944 12/31/2023
     FYX32,155$2,944 12/31/2023
SILVER OAK SECURITIES Inc30,180$2,814 03/31/2024
     FYX30,180$2,814 03/31/2024
Perennial Investment Advisors LLC25,458$2,334 12/31/2023
     FYX25,458$2,334 12/31/2023
Resources Investment Advisors LLC.24,355$2,271 03/31/2024
     FYX24,355$2,271 03/31/2024
Retirement Guys Formula LLC22,687$2,115 03/31/2024
     FYX22,687$2,115 03/31/2024
Cetera Advisors LLC22,106$2,024 12/31/2023
     FYX22,106$2,024 12/31/2023
Comerica Bank22,058$2,020 12/31/2023
     FYX22,058$2,020 12/31/2023
Equitable Holdings Inc.19,164$1,755 12/31/2023
     FYX19,164$1,755 12/31/2023
Northwestern Mutual Wealth Management Co.18,436$1,688 12/31/2023
     FYX18,436$1,688 12/31/2023
Wealth Enhancement Advisory Services LLC16,741$1,561 03/31/2024
     FYX16,741$1,561 03/31/2024
MML Investors Services LLC16,668$1,526 12/31/2023
     FYX16,668$1,526 12/31/2023
Truist Financial Corp16,182$1,509 03/31/2024
     FYX16,182$1,509 03/31/2024
ARS Wealth Advisors Group LLC13,982$1,304 03/31/2024
     FYX13,982$1,304 03/31/2024
G&S Capital LLC12,259$1,143 03/31/2024
     FYX12,259$1,143 03/31/2024
LVZ Advisors Inc.11,713$1,092 03/31/2024
     FYX11,713$1,092 03/31/2024
Benjamin F. Edwards & Company Inc.10,612$989 03/31/2024
     FYX10,612$989 03/31/2024
Virtue Capital Management LLC11,087$978 12/31/2023
     FYX11,087$978 12/31/2023
Rockefeller Capital Management L.P.10,668$977 12/31/2023
     FYX10,668$977 12/31/2023
Lakeridge Wealth Management LLC10,311$961 03/31/2024
     FYX10,311$961 03/31/2024
Root Financial Partners LLC9,848$918 03/31/2024
     FYX9,848$918 03/31/2024
PCA Investment Advisory Services Inc.9,116$850 03/31/2024
     FYX9,116$850 03/31/2024
Cyndeo Wealth Partners LLC8,887$829 03/31/2024
     FYX8,887$829 03/31/2024
Lakeview Capital Partners LLC8,777$818 03/31/2024
     FYX8,777$818 03/31/2024
Two Sigma Investments LP8,600$787 12/31/2023
     FYX8,600$787 12/31/2023
Daymark Wealth Partners LLC8,369$780 03/31/2024
     FYX8,369$780 03/31/2024
Private Advisor Group LLC8,309$775 03/31/2024
     FYX8,309$775 03/31/2024
Captrust Financial Advisors8,460$775 12/31/2023
     FYX8,460$775 12/31/2023
City Holding Co.8,005$746 03/31/2024
     FYX8,005$746 03/31/2024
Tidemark LLC7,888$735 03/31/2024
     FYX7,888$735 03/31/2024
Smith Moore & CO.7,176$669 03/31/2024
     FYX7,176$669 03/31/2024
MONECO Advisors LLC7,153$667 03/31/2024
     FYX7,153$667 03/31/2024
Belpointe Asset Management LLC6,828$637 03/31/2024
     FYX6,828$637 03/31/2024
Nations Financial Group Inc. IA ADV6,802$634 03/31/2024
     FYX6,802$634 03/31/2024
Keystone Wealth Services LLC6,435$600 03/31/2024
     FYX6,435$600 03/31/2024
Harbour Investments Inc.6,406$587 12/31/2023
     FYX6,406$587 12/31/2023
Principal Securities Inc.6,264$584 03/31/2024
     FYX6,264$584 03/31/2024
Stephens Inc. AR5,500$504 12/31/2023
     FYX5,500$504 12/31/2023
DHJJ Financial Advisors Ltd.5,354$499 03/31/2024
     FYX5,354$499 03/31/2024
Financial Advocates Investment Management5,299$494 03/31/2024
     FYX5,299$494 03/31/2024
Arkadios Wealth Advisors5,162$481 03/31/2024
     FYX5,162$481 03/31/2024
Steward Partners Investment Advisory LLC5,124$469 12/31/2023
     FYX5,124$469 12/31/2023
Snowden Capital Advisors LLC5,028$460 12/31/2023
     FYX5,028$460 12/31/2023
Goldman Sachs Group Inc.4,760$436 12/31/2023
     FYX4,760$436 12/31/2023
Independent Wealth Network Inc.4,631$432 03/31/2024
     FYX4,631$432 03/31/2024
Solano Wealth Management Inc.4,620$423 12/31/2023
     FYX4,620$423 12/31/2023
CWM LLC4,449$415 03/31/2024
     FYX4,449$415 03/31/2024
US Bancorp DE4,388$409 03/31/2024
     FYX4,388$409 03/31/2024
Northeast Financial Consultants Inc4,400$403 12/31/2023
     FYX4,400$403 12/31/2023
Keystone Financial Group4,232$395 03/31/2024
     FYX4,232$395 03/31/2024
American Institute for Advanced Investment Management LLP4,215$393 03/31/2024
     FYX4,215$393 03/31/2024
Envestnet Portfolio Solutions Inc.4,207$392 03/31/2024
     FYX4,207$392 03/31/2024
TFG Advisers LLC4,050$378 03/31/2024
     FYX4,050$378 03/31/2024
Coppell Advisory Solutions LLC4,064$372 12/31/2023
     FYX4,064$372 12/31/2023
Element Wealth LLC3,919$365 03/31/2024
     FYX3,919$365 03/31/2024
Creative Planning3,781$353 03/31/2024
     FYX3,781$353 03/31/2024
Oppenheimer & Co. Inc.3,768$351 03/31/2024
     FYX3,768$351 03/31/2024
HM Payson & Co.3,540$324 12/31/2023
     FYX3,540$324 12/31/2023
IHT Wealth Management LLC3,497$320 12/31/2023
     FYX3,497$320 12/31/2023
Great Valley Advisor Group Inc.3,355$313 03/31/2024
     FYX3,355$313 03/31/2024
Iams Wealth Management LLC3,464$312 03/31/2024
     FYX3,464$312 03/31/2024
Kestra Private Wealth Services LLC3,287$306 03/31/2024
     FYX3,287$306 03/31/2024
Trueblood Wealth Management LLC3,256$304 03/31/2024
     FYX3,256$304 03/31/2024
AE Wealth Management LLC3,227$288 12/31/2023
     FYX3,227$288 12/31/2023
Personal CFO Solutions LLC3,061$285 03/31/2024
     FYX3,061$285 03/31/2024
TKG Advisors LLC2,976$277 03/31/2024
     FYX2,976$277 03/31/2024
Wealth Effects LLC2,957$276 03/31/2024
     FYX2,957$276 03/31/2024
Atria Wealth Solutions Inc.2,835$264 03/31/2024
     FYX2,835$264 03/31/2024
HBK Sorce Advisory LLC2,621$244 03/31/2024
     FYX2,621$244 03/31/2024
Zacks Investment Management2,665$244 12/31/2023
     FYX2,665$244 12/31/2023
DAVENPORT & Co LLC2,600$242 03/31/2024
     FYX2,600$242 03/31/2024
Private Trust Co. NA2,575$240 03/31/2024
     FYX2,575$240 03/31/2024
Maia Wealth LLC2,561$234 12/31/2023
     FYX2,561$234 12/31/2023
Gladstone Institutional Advisory LLC2,540$233 12/31/2023
     FYX2,540$233 12/31/2023
NBC Securities Inc.2,456$229 03/31/2024
     FYX2,456$229 03/31/2024
Allworth Financial LP2,357$220 03/31/2024
     FYX2,357$220 03/31/2024
Venture Visionary Partners LLC2,339$218 03/31/2024
     FYX2,339$218 03/31/2024
Advisory Services Network LLC2,323$217 03/31/2024
     FYX2,323$217 03/31/2024
Private Portfolio Partners LLC2,264$211 03/31/2024
     FYX2,264$211 03/31/2024
Ameriprise Financial Inc.2,278$209 12/31/2023
     FYX2,278$209 12/31/2023
Cresset Asset Management LLC2,191$201 12/31/2023
     FYX2,191$201 12/31/2023
Farther Finance Advisors LLC1,606$147 12/31/2023
     FYX1,606$147 12/31/2023
IFP Advisors Inc1,478$135 12/31/2023
     FYX1,478$135 12/31/2023
Sunbelt Securities Inc.1,353$126 03/31/2024
     FYX1,353$126 03/31/2024
Tsfg LLC665$62 03/31/2024
     FYX665$62 03/31/2024
Householder Group Estate & Retirement Specialist LLC625$58 03/31/2024
     FYX625$58 03/31/2024
Global Retirement Partners LLC584$54 03/31/2024
     FYX584$54 03/31/2024
FMR LLC489$46 03/31/2024
     FYX489$46 03/31/2024
GPS Wealth Strategies Group LLC486$45 03/31/2024
     FYX486$45 03/31/2024
GAMMA Investing LLC387$36 03/31/2024
     FYX387$36 03/31/2024
Hexagon Capital Partners LLC311$29 03/31/2024
     FYX311$29 03/31/2024
NBT Bank N A NY257$24 03/31/2024
     FYX257$24 03/31/2024
AlphaMark Advisors LLC175$16 03/31/2024
     FYX175$16 03/31/2024
Smartleaf Asset Management LLC165$15 03/31/2024
     FYX165$15 03/31/2024
Tyler Stone Wealth Management168$15 12/31/2023
     FYX168$15 12/31/2023
Carolinas Wealth Consulting LLC155$14 12/31/2023
     FYX155$14 12/31/2023
Tower Research Capital LLC TRC 134$12 12/31/2023
     FYX134$12 12/31/2023
McIlrath & Eck LLC119$11 03/31/2024
     FYX119$11 03/31/2024
The PNC Financial Services Group Inc.93$9 03/31/2024
     FYX93$9 03/31/2024
Salomon & Ludwin LLC100$9 03/31/2024
     FYX100$9 03/31/2024
Key Financial Inc97$9 03/31/2024
     FYX97$9 03/31/2024
Kozak & Associates Inc.108$9 12/31/2023
     FYX108$9 12/31/2023
Mather Group LLC.64$6 03/31/2024
     FYX64$6 03/31/2024
Qube Research & Technologies Ltd62$6 12/31/2023
     FYX62$6 12/31/2023
ICA Group Wealth Management LLC41$4 12/31/2023
     FYX41$4 12/31/2023
Larson Financial Group LLC31$3 03/31/2024
     FYX31$3 03/31/2024
Huntington National Bank18$2 03/31/2024
     FYX18$2 03/31/2024
Transamerica Financial Advisors Inc.25$2 12/31/2023
     FYX25$2 12/31/2023
Able Wealth Management LLC11$1 12/31/2023
     FYX11$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     FYX0$0 03/31/2024

See Summary: Institutional Holders of FYX
See Details: Top 10 Hedge Funds Holding FYX
Also See: FYX Holdings Changes

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