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This page summarizes the FBCV holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2023 period, comparing share count change from 12/31/2022 to 3/31/2023.
Share count is compared over these two periods to provide an indication of whether FBCV is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2022
Share Count | 3/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FBCV Share Count |
|---|
| Royal Bank of Canada |
460 |
8,651 |
+8,191 |
+1780.65% |
| Citadel Advisors LLC |
17,633 |
23,049 |
+5,416 |
+30.72% |
| Kestra Private Wealth Services LLC |
32,144 |
37,954 |
+5,810 |
+18.07% |
| Kestra Advisory Services LLC |
13,996 |
16,479 |
+2,483 |
+17.74% |
| Wiley BROS. Aintree Capital LLC |
102,862 |
104,080 |
+1,218 |
+1.18% |
| Truist Financial Corp |
17,441 |
17,477 |
+36 |
+0.21% |
| Envestnet Asset Management Inc. |
17,915 |
17,951 |
+36 |
+0.20% |
| 13F Filers Reporting New Positions In FBCV |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Cambridge Investment Research Advisors Inc. |
0 |
11,516 |
+11,516 |
+100% |
| Proficio Capital Partners LLC |
0 |
86,819 |
+86,819 |
+100% |
| Concord Wealth Partners |
0 |
38 |
+38 |
+100% |
| Ameritas Advisory Services LLC |
0 |
540 |
+540 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Morgan Stanley |
560 |
560 |
UNCH |
0.00% |
| Advisor Group Holdings Inc. |
488 |
488 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
25 |
25 |
UNCH |
0.00% |
| Atria Wealth Solutions Inc. |
162,223 |
162,223 |
UNCH |
0.00% |
| 13F Filers Decreasing FBCV Share Count |
|---|
| UBS Group AG |
12,851 |
10,651 |
-2,200 |
-17.12% |
| Commonwealth Equity Services LLC |
560,703 |
513,491 |
-47,212 |
-8.42% |
| Sigma Planning Corp |
9,661 |
8,937 |
-724 |
-7.49% |
| Advisory Services Network LLC |
1,335 |
1,247 |
-88 |
-6.59% |
| 13F Filers Exiting FBCV |
|---|
| Belpointe Asset Management LLC |
13 |
0 |
-13 |
-100.00% |
| Money Concepts Capital Corp |
195 |
0 |
-195 |
-100.00% |
| Lincoln National Corp |
13,445 |
0 |
-13,445 |
-100.00% |
See Summary: Institutional Holders of FBCV
See Details: Top 10 Hedge Funds Holding FBCV
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