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On this page, we present all of the funds holding PFXF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PFXF, with a link to that fund's top holdings. The next columns
indicate the amount of PFXF stock held by each of the funds holding PFXF, followed by the PFXF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 162 funds holding PFXF 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 PFXF), click the fund name in the "Holder" column of the funds-holding-PFXF table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 2,737,433 | $47,029 | 12/31/2023 | | PFXF | 2,737,433 | $47,029 | 12/31/2023 |  SG Americas Securities LLC | | $37,305 | 12/31/2023 | | Call | 1,698,800 | $38,052 | 12/31/2023 | | Put | 1,672,400 | $747 | 12/31/2023 | | Bank of America Corp DE | 1,972,999 | $33,896 | 12/31/2023 | | PFXF | 1,972,999 | $33,896 | 12/31/2023 | | LPL Financial LLC | 1,748,830 | $30,045 | 12/31/2023 | | PFXF | 1,748,830 | $30,045 | 12/31/2023 | | State of Wisconsin Board of Commissioners of Public Lands | 1,525,220 | $26,203 | 12/31/2023 | | PFXF | 1,525,220 | $26,203 | 12/31/2023 | | RS Crum Inc. | 1,263,901 | $21,714 | 12/31/2023 | | PFXF | 1,263,901 | $21,714 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 1,189,362 | $21,040 | 03/31/2024 | | PFXF | 1,189,362 | $21,040 | 03/31/2024 | | Ameriprise Financial Inc. | 1,087,991 | $18,691 | 12/31/2023 | | PFXF | 1,087,991 | $18,691 | 12/31/2023 | | MY Wealth Management Inc. | 947,999 | $16,287 | 12/31/2023 | | PFXF | 947,999 | $16,287 | 12/31/2023 | | Tanager Wealth Management LLP | 914,631 | $15,713 | 12/31/2023 | | PFXF | 914,631 | $15,713 | 12/31/2023 | | Wells Fargo & Company MN | 712,164 | $12,235 | 12/31/2023 | | PFXF | 712,164 | $12,235 | 12/31/2023 | | Raymond James & Associates | 665,489 | $11,772 | 03/31/2024 | | PFXF | 665,489 | $11,772 | 03/31/2024 | | MML Investors Services LLC | 505,836 | $8,690 | 12/31/2023 | | PFXF | 505,836 | $8,690 | 12/31/2023 | | Advisor Group Holdings Inc. | 459,574 | $7,896 | 12/31/2023 | | PFXF | 459,574 | $7,896 | 12/31/2023 | | Envestnet Asset Management Inc. | 386,917 | $6,647 | 12/31/2023 | | PFXF | 386,917 | $6,647 | 12/31/2023 | | Park Avenue Securities LLC | 375,221 | $6,638 | 03/31/2024 | | PFXF | 375,221 | $6,638 | 03/31/2024 | | Level Four Advisory Services LLC | 333,168 | $5,724 | 12/31/2023 | | PFXF | 333,168 | $5,724 | 12/31/2023 | | Royal Bank of Canada | 312,571 | $5,370 | 12/31/2023 | | PFXF | 312,571 | $5,370 | 12/31/2023 | | Commonwealth Equity Services LLC | 311,639 | $5,354 | 12/31/2023 | | PFXF | 311,639 | $5,354 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 296,525 | $5,094 | 12/31/2023 | | PFXF | 296,525 | $5,094 | 12/31/2023 | | Sound Income Strategies LLC | 260,543 | $4,609 | 03/31/2024 | | PFXF | 260,543 | $4,609 | 03/31/2024 | | Kestra Advisory Services LLC | 261,155 | $4,487 | 12/31/2023 | | PFXF | 261,155 | $4,487 | 12/31/2023 | | Carmel Capital Partners LLC | 220,253 | $3,896 | 03/31/2024 | | PFXF | 220,253 | $3,896 | 03/31/2024 | | Sumitomo Mitsui Trust Holdings Inc. | 215,527 | $3,813 | 03/31/2024 | | PFXF | 215,527 | $3,813 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 208,922 | $3,696 | 03/31/2024 | | PFXF | 208,922 | $3,696 | 03/31/2024 | | UBS Group AG | 194,893 | $3,348 | 12/31/2023 | | PFXF | 194,893 | $3,348 | 12/31/2023 | | Silver Coast Investments LLC | 186,689 | $3,207 | 12/31/2023 | | PFXF | 186,689 | $3,207 | 12/31/2023 | | Concurrent Investment Advisors LLC | 177,195 | $3,044 | 12/31/2023 | | PFXF | 177,195 | $3,044 | 12/31/2023 | | Brendel Financial Advisors LLC | 174,441 | $2,997 | 12/31/2023 | | PFXF | 174,441 | $2,997 | 12/31/2023 | | Future Financial Wealth Managment LLC | 164,908 | $2,917 | 03/31/2024 | | PFXF | 164,908 | $2,917 | 03/31/2024 | | Lido Advisors LLC | 168,538 | $2,900 | 12/31/2023 | | PFXF | 168,538 | $2,900 | 12/31/2023 | | Fortis Capital Management LLC | 161,743 | $2,779 | 12/31/2023 | | PFXF | 161,743 | $2,779 | 12/31/2023 | | Sax Wealth Advisors LLC | 155,848 | $2,677 | 12/31/2023 | | PFXF | 155,848 | $2,677 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 149,288 | $2,641 | 03/31/2024 | | PFXF | 149,288 | $2,641 | 03/31/2024 | | Cadent Capital Advisors LLC | 143,514 | $2,539 | 03/31/2024 | | PFXF | 143,514 | $2,539 | 03/31/2024 | | Truist Financial Corp | 143,549 | $2,466 | 12/31/2023 | | PFXF | 143,549 | $2,466 | 12/31/2023 | | Private Advisor Group LLC | 139,453 | $2,396 | 12/31/2023 | | PFXF | 139,453 | $2,396 | 12/31/2023 | | NTV Asset Management LLC | 122,349 | $2,102 | 12/31/2023 | | PFXF | 122,349 | $2,102 | 12/31/2023 | | Atria Wealth Solutions Inc. | 114,256 | $1,963 | 12/31/2023 | | PFXF | 114,256 | $1,963 | 12/31/2023 | | Joseph P. Lucia & Associates LLC | 113,412 | $1,948 | 12/31/2023 | | PFXF | 113,412 | $1,948 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 102,665 | $1,816 | 03/31/2024 | | PFXF | 102,665 | $1,816 | 03/31/2024 | | Investors Research Corp | 105,440 | $1,811 | 12/31/2023 | | PFXF | 105,440 | $1,811 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 102,129 | $1,755 | 12/31/2023 | | PFXF | 102,129 | $1,755 | 12/31/2023 | | Northern Oak Wealth Management Inc. | 96,644 | $1,660 | 12/31/2023 | | PFXF | 96,644 | $1,660 | 12/31/2023 | | Ausdal Financial Partners Inc. | 93,675 | $1,657 | 03/31/2024 | | PFXF | 93,675 | $1,657 | 03/31/2024 | | Chicago Partners Investment Group LLC | 95,830 | $1,646 | 03/31/2024 | | PFXF | 95,830 | $1,646 | 03/31/2024 | | Sheets Smith Wealth Management | 93,007 | $1,598 | 12/31/2023 | | PFXF | 93,007 | $1,598 | 12/31/2023 | | Powell Investment Advisors LLC | 82,060 | $1,452 | 03/31/2024 | | PFXF | 82,060 | $1,452 | 03/31/2024 | | Advisory Resource Group | 76,071 | $1,307 | 12/31/2023 | | PFXF | 76,071 | $1,307 | 12/31/2023 | | Signature Wealth Management Group | 71,709 | $1,218 | 03/31/2024 | | PFXF | 71,709 | $1,218 | 03/31/2024 | | D.A. Davidson & CO. | 69,242 | $1,190 | 12/31/2023 | | PFXF | 69,242 | $1,190 | 12/31/2023 | | Prospera Financial Services Inc | 65,403 | $1,124 | 12/31/2023 | | PFXF | 65,403 | $1,124 | 12/31/2023 | | Stratos Wealth Partners LTD. | 54,648 | $967 | 03/31/2024 | | PFXF | 54,648 | $967 | 03/31/2024 | | Midland Wealth Advisors LLC | 53,876 | $926 | 12/31/2023 | | PFXF | 53,876 | $926 | 12/31/2023 | | Tempus Wealth Planning LLC | 50,000 | $884 | 03/31/2024 | | PFXF | 50,000 | $884 | 03/31/2024 | | Thrivent Financial for Lutherans | 48,996 | $842 | 12/31/2023 | | PFXF | 48,996 | $842 | 12/31/2023 | | Plimoth Trust Co. LLC | 45,049 | $797 | 03/31/2024 | | PFXF | 45,049 | $797 | 03/31/2024 | | Wealth Alliance | 46,309 | $796 | 12/31/2023 | | PFXF | 46,309 | $796 | 12/31/2023 | | Delta Capital Management LLC | 44,080 | $780 | 03/31/2024 | | PFXF | 44,080 | $780 | 03/31/2024 | | Apollon Wealth Management LLC | 43,024 | $739 | 12/31/2023 | | PFXF | 43,024 | $739 | 12/31/2023 | | Roman Butler Fullerton & Co. | 41,774 | $733 | 12/31/2023 | | PFXF | 41,774 | $733 | 12/31/2023 | | Castle Rock Wealth Management LLC | 42,292 | $727 | 12/31/2023 | | PFXF | 42,292 | $727 | 12/31/2023 | | Etesian Wealth Advisors Inc. | 40,018 | $708 | 03/31/2024 | | PFXF | 40,018 | $708 | 03/31/2024 | | National Asset Management Inc. | 40,415 | $694 | 12/31/2023 | | PFXF | 40,415 | $694 | 12/31/2023 | | Stifel Financial Corp | 39,654 | $681 | 12/31/2023 | | PFXF | 39,654 | $681 | 12/31/2023 | | HighTower Advisors LLC | 37,920 | $651 | 12/31/2023 | | PFXF | 37,920 | $651 | 12/31/2023 | | Procyon Private Wealth Partners LLC | 34,246 | $606 | 03/31/2024 | | PFXF | 34,246 | $606 | 03/31/2024 | | Patriot Investment Management Inc. | 33,814 | $598 | 03/31/2024 | | PFXF | 33,814 | $598 | 03/31/2024 | | Citadel Advisors LLC | | $588 | 12/31/2023 | | Call | 32,800 | $564 | 12/31/2023 | | PFXF | 3,889 | $67 | 12/31/2023 | | Put | 2,500 | $43 | 12/31/2023 | | Mainstay Capital Management LLC ADV | 31,193 | $536 | 12/31/2023 | | PFXF | 31,193 | $536 | 12/31/2023 | | Howard Wealth Management LLC | 30,585 | $525 | 12/31/2023 | | PFXF | 30,585 | $525 | 12/31/2023 | | Apriem Advisors | 30,250 | $520 | 12/31/2023 | | PFXF | 30,250 | $520 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 29,386 | $512 | 12/31/2023 | | PFXF | 29,386 | $512 | 12/31/2023 | | Bartlett & Co. LLC | 29,386 | $507 | 12/31/2023 | | PFXF | 29,386 | $507 | 12/31/2023 | | Core Wealth Partners LLC | 28,620 | $506 | 03/31/2024 | | PFXF | 28,620 | $506 | 03/31/2024 | | STA Wealth Management LLC | 28,941 | $497 | 12/31/2023 | | PFXF | 28,941 | $497 | 12/31/2023 | | Prevail Innovative Wealth Advisors LLC | 27,971 | $481 | 12/31/2023 | | PFXF | 27,971 | $481 | 12/31/2023 | | Mid American Wealth Advisory Group Inc. | 26,372 | $467 | 03/31/2024 | | PFXF | 26,372 | $467 | 03/31/2024 | | Cypress Capital Group | 24,261 | $417 | 12/31/2023 | | PFXF | 24,261 | $417 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 23,240 | $411 | 03/31/2024 | | PFXF | 23,240 | $411 | 03/31/2024 | | AE Wealth Management LLC | 21,640 | $380 | 12/31/2023 | | PFXF | 21,640 | $380 | 12/31/2023 | | Guggenheim Capital LLC | 21,432 | $368 | 12/31/2023 | | PFXF | 21,432 | $368 | 12/31/2023 | | Cetera Advisor Networks LLC | 20,828 | $358 | 12/31/2023 | | PFXF | 20,828 | $358 | 12/31/2023 | | Raymond James Trust N.A. | 18,848 | $333 | 03/31/2024 | | PFXF | 18,848 | $333 | 03/31/2024 | | Rockefeller Capital Management L.P. | 19,247 | $331 | 12/31/2023 | | PFXF | 19,247 | $331 | 12/31/2023 | | Resurgent Financial Advisors LLC | 18,780 | $323 | 12/31/2023 | | PFXF | 18,780 | $323 | 12/31/2023 | | Worth Asset Management LLC | 18,123 | $321 | 03/31/2024 | | PFXF | 18,123 | $321 | 03/31/2024 | | Pinnacle Associates Ltd. | 18,528 | $318 | 12/31/2023 | | PFXF | 18,528 | $318 | 12/31/2023 | | Geneos Wealth Management Inc. | 18,424 | $317 | 12/31/2023 | | PFXF | 18,424 | $317 | 12/31/2023 | | GWM Advisors LLC | 18,371 | $316 | 12/31/2023 | | PFXF | 18,371 | $316 | 12/31/2023 | | Texas Yale Capital Corp. | 17,102 | $294 | 12/31/2023 | | PFXF | 17,102 | $294 | 12/31/2023 | | Hofer & Associates. Inc | 15,794 | $279 | 03/31/2024 | | PFXF | 15,794 | $279 | 03/31/2024 | | Accel Wealth Management | 15,140 | $268 | 03/31/2024 | | PFXF | 15,140 | $268 | 03/31/2024 | | Cetera Investment Advisers | 15,624 | $268 | 12/31/2023 | | PFXF | 15,624 | $268 | 12/31/2023 | | Perigon Wealth Management LLC | 15,274 | $262 | 12/31/2023 | | PFXF | 15,274 | $262 | 12/31/2023 | | Sunbelt Securities Inc. | 14,654 | $259 | 03/31/2024 | | PFXF | 14,654 | $259 | 03/31/2024 | | Pasadena Private Wealth LLC | 14,519 | $257 | 03/31/2024 | | PFXF | 14,519 | $257 | 03/31/2024 | | Equitable Holdings Inc. | 14,555 | $250 | 12/31/2023 | | PFXF | 14,555 | $250 | 12/31/2023 | | Western Wealth Management LLC | 14,574 | $250 | 12/31/2023 | | PFXF | 14,574 | $250 | 12/31/2023 | | First Wilshire Securities Management Inc. | 14,000 | $241 | 12/31/2023 | | PFXF | 14,000 | $241 | 12/31/2023 | | Grandview Asset Management LLC | 13,407 | $237 | 03/31/2024 | | PFXF | 13,407 | $237 | 03/31/2024 | | Acorn Wealth Advisors LLC | 13,624 | $234 | 12/31/2023 | | PFXF | 13,624 | $234 | 12/31/2023 | | Orleans Capital Management Corp LA | 13,450 | $231 | 12/31/2023 | | PFXF | 13,450 | $231 | 12/31/2023 | | O ROURKE & COMPANY Inc | 12,789 | $226 | 03/31/2024 | | PFXF | 12,789 | $226 | 03/31/2024 | | Fisher Asset Management LLC | 13,159 | $226 | 12/31/2023 | | PFXF | 13,159 | $226 | 12/31/2023 | | Comerica Bank | 12,644 | $217 | 12/31/2023 | | PFXF | 12,644 | $217 | 12/31/2023 | | Wolverine Trading LLC | 12,473 | $214 | 12/31/2023 | | PFXF | 12,473 | $214 | 12/31/2023 | | Insigneo Advisory Services LLC | 12,480 | $214 | 12/31/2023 | | PFXF | 12,480 | $214 | 12/31/2023 | | US Bancorp DE | 11,610 | $199 | 12/31/2023 | | PFXF | 11,610 | $199 | 12/31/2023 | | Gould Asset Management LLC CA | 11,530 | $198 | 12/31/2023 | | PFXF | 11,530 | $198 | 12/31/2023 | | Citigroup Inc. | 11,489 | $197 | 12/31/2023 | | PFXF | 11,489 | $197 | 12/31/2023 | | Staley Capital Advisers Inc. | 11,300 | $194 | 12/31/2023 | | PFXF | 11,300 | $194 | 12/31/2023 | | Avantax Advisory Services Inc. | 11,127 | $191 | 12/31/2023 | | PFXF | 11,127 | $191 | 12/31/2023 | | Summit Financial Group Inc. | 10,720 | $190 | 03/31/2024 | | PFXF | 10,720 | $190 | 03/31/2024 | | Janney Montgomery Scott LLC | 10,704 | $184 | 12/31/2023 | | PFXF | 10,704 | $184 | 12/31/2023 | | Renaissance Technologies LLC | 10,522 | $181 | 12/31/2023 | | PFXF | 10,522 | $181 | 12/31/2023 | | Mariner LLC | 10,263 | $176 | 12/31/2023 | | PFXF | 10,263 | $176 | 12/31/2023 | | Register Financial Advisors LLC | 9,500 | $168 | 03/31/2024 | | PFXF | 9,500 | $168 | 03/31/2024 | | CWM LLC | 8,300 | $147 | 03/31/2024 | | PFXF | 8,300 | $147 | 03/31/2024 | | Private Trust Co. NA | 7,416 | $131 | 03/31/2024 | | PFXF | 7,416 | $131 | 03/31/2024 | | MeadowBrook Investment Advisors LLC | 7,535 | $129 | 12/31/2023 | | PFXF | 7,535 | $129 | 12/31/2023 | | Prudential PLC | 6,800 | $117 | 12/31/2023 | | PFXF | 6,800 | $117 | 12/31/2023 | | The PNC Financial Services Group Inc. | 6,190 | $106 | 12/31/2023 | | PFXF | 6,190 | $106 | 12/31/2023 | | Coastal Investment Advisors Inc. | 5,499 | $97 | 03/31/2024 | | PFXF | 5,499 | $97 | 03/31/2024 | | Advisory Services Network LLC | 5,400 | $93 | 12/31/2023 | | PFXF | 5,400 | $93 | 12/31/2023 | | WealthShield Partners LLC | 4,785 | $82 | 12/31/2023 | | PFXF | 4,785 | $82 | 12/31/2023 | | Capital Investment Advisory Services LLC | 4,361 | $77 | 03/31/2024 | | PFXF | 4,361 | $77 | 03/31/2024 | | Van ECK Associates Corp | 3,795 | $65 | 12/31/2023 | | PFXF | 3,795 | $65 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 3,670 | $63 | 12/31/2023 | | PFXF | 3,670 | $63 | 12/31/2023 | | Financial Advisory Service Inc. | 3,374 | $58 | 12/31/2023 | | PFXF | 3,374 | $58 | 12/31/2023 | | Bank of Montreal Can | 3,200 | $55 | 12/31/2023 | | PFXF | 3,200 | $55 | 12/31/2023 | | Howe & Rusling Inc. | 2,950 | $51 | 12/31/2023 | | PFXF | 2,950 | $51 | 12/31/2023 | | Godsey & Gibb Associates | 2,318 | $41 | 03/31/2024 | | PFXF | 2,318 | $41 | 03/31/2024 | | GPS Wealth Strategies Group LLC | 2,100 | $36 | 12/31/2023 | | PFXF | 2,100 | $36 | 12/31/2023 | | Blair William & Co. IL | 2,000 | $34 | 12/31/2023 | | PFXF | 2,000 | $34 | 12/31/2023 | | Simplex Trading LLC | 1,532 | $27 | 03/31/2024 | | PFXF | 1,532 | $27 | 03/31/2024 | | NBC Securities Inc. | 1,500 | $26 | 03/31/2024 | | PFXF | 1,500 | $26 | 03/31/2024 | | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 1,490 | $25 | 12/31/2023 | | PFXF | 1,490 | $25 | 12/31/2023 | | Parallel Advisors LLC | 1,283 | $22 | 12/31/2023 | | PFXF | 1,283 | $22 | 12/31/2023 | | Fifth Third Bancorp | 1,052 | $19 | 03/31/2024 | | PFXF | 1,052 | $19 | 03/31/2024 | | Salomon & Ludwin LLC | 1,000 | $17 | 12/31/2023 | | PFXF | 1,000 | $17 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 925 | $16 | 12/31/2023 | | PFXF | 925 | $16 | 12/31/2023 | | Qube Research & Technologies Ltd | 953 | $16 | 12/31/2023 | | PFXF | 953 | $16 | 12/31/2023 | | Crewe Advisors LLC | 950 | $16 | 12/31/2023 | | PFXF | 950 | $16 | 12/31/2023 | | Farther Finance Advisors LLC | 850 | $15 | 12/31/2023 | | PFXF | 850 | $15 | 12/31/2023 | | Wolff Wiese Magana LLC | 735 | $13 | 03/31/2024 | | PFXF | 735 | $13 | 03/31/2024 | | Retirement Group LLC | 730 | $13 | 12/31/2023 | | PFXF | 730 | $13 | 12/31/2023 | | West Branch Capital LLC | 533 | $9 | 03/31/2024 | | PFXF | 533 | $9 | 03/31/2024 | | Assetmark Inc. | 484 | $8 | 12/31/2023 | | PFXF | 484 | $8 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 500 | $8 | 12/31/2023 | | PFXF | 500 | $8 | 12/31/2023 | | Beacon Capital Management LLC | 485 | $8 | 12/31/2023 | | PFXF | 485 | $8 | 12/31/2023 | | Woodmont Investment Counsel LLC | 336 | $6 | 03/31/2024 | | PFXF | 336 | $6 | 03/31/2024 | | Principal Securities Inc. | 300 | $5 | 12/31/2023 | | PFXF | 300 | $5 | 12/31/2023 | | Harbour Investments Inc. | 300 | $5 | 12/31/2023 | | PFXF | 300 | $5 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 190 | $3 | 12/31/2023 | | PFXF | 190 | $3 | 12/31/2023 | | Gradient Investments LLC | 121 | $2 | 03/31/2024 | | PFXF | 121 | $2 | 03/31/2024 | | Delta Asset Management LLC TN | 105 | $2 | 12/31/2023 | | PFXF | 105 | $2 | 12/31/2023 | | Tucker Asset Management LLC | 100 | $2 | 12/31/2023 | | PFXF | 100 | $2 | 12/31/2023 | | Cedar Mountain Advisors LLC | 66 | $1 | 03/31/2024 | | PFXF | 66 | $1 | 03/31/2024 | | Ronald Blue Trust Inc. | 34 | $1 | 12/31/2023 | | PFXF | 34 | $1 | 12/31/2023 | | FMR LLC | 2 | $0 | 12/31/2023 | | PFXF | 2 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | PFXF | 0 | $0 | 12/31/2023 | | BNP Paribas Arbitrage SA | 8 | $0 | 12/31/2023 | | PFXF | 8 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PFXF
See Details: Top 10 Hedge Funds Holding PFXF
Also See: PFXF Holdings Changes
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