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This page summarizes the FDM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether FDM 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 | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FDM Share Count |
|---|
| Susquehanna International Group LLP |
9,585 |
33,765 |
+24,180 |
+252.27% |
| Smithbridge Asset Management Inc. DE |
17,540 |
51,838 |
+34,298 |
+195.54% |
| Kendall Capital Management |
15,924 |
21,759 |
+5,835 |
+36.64% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
8,598 |
10,050 |
+1,452 |
+16.89% |
| Arkansas Financial Group Inc. |
89,253 |
94,332 |
+5,079 |
+5.69% |
| Commonwealth Equity Services LLC |
16,814 |
17,595 |
+781 |
+4.64% |
| Chicago Partners Investment Group LLC |
169,538 |
176,828 |
+7,290 |
+4.30% |
| UBS Group AG |
19,846 |
20,333 |
+487 |
+2.45% |
| LPL Financial LLC |
114,228 |
116,672 |
+2,444 |
+2.14% |
| Atria Wealth Solutions Inc. |
16,070 |
16,411 |
+341 |
+2.12% |
| Wagner Wealth Management LLC |
6,187 |
6,299 |
+112 |
+1.81% |
| Marquette Asset Management LLC |
102,167 |
103,807 |
+1,640 |
+1.61% |
| Wells Fargo & Company MN |
102,355 |
103,664 |
+1,309 |
+1.28% |
| Raymond James & Associates |
4,173 |
4,211 |
+38 |
+0.91% |
| Pacific Sun Financial Corp |
8,505 |
8,555 |
+50 |
+0.59% |
| 13F Filers Reporting New Positions In FDM |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
13 |
+13 |
+100% |
| Hartline Investment Corp |
0 |
10,050 |
+10,050 |
+100% |
| Horizon Advisory Services Inc. |
0 |
315,015 |
+315,015 |
+100% |
| Strategic Financial Concepts LLC |
0 |
5,294 |
+5,294 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| JPMorgan Chase & Co. |
24 |
24 |
UNCH |
0.00% |
| FMR LLC |
143 |
143 |
UNCH |
0.00% |
| The PNC Financial Services Group Inc. |
664 |
664 |
UNCH |
0.00% |
| Naples Global Advisors LLC |
3,650 |
3,650 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
1,303 |
1,303 |
UNCH |
0.00% |
| Key Financial Inc |
63 |
63 |
UNCH |
0.00% |
| HB Wealth Management LLC |
35,000 |
35,000 |
UNCH |
0.00% |
| 13F Filers Decreasing FDM Share Count |
|---|
| Householder Group Estate & Retirement Specialist LLC |
270 |
105 |
-165 |
-61.11% |
| Global Retirement Partners LLC |
226 |
172 |
-54 |
-23.89% |
| Camelot Portfolios LLC |
24,514 |
19,133 |
-5,381 |
-21.95% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management |
43,737 |
37,613 |
-6,124 |
-14.00% |
| Noble Family Wealth LLC |
27,771 |
23,999 |
-3,772 |
-13.58% |
| Advisor Group Holdings Inc. |
12,177 |
10,918 |
-1,259 |
-10.34% |
| Raymond James Financial Services Advisors Inc. |
10,230 |
9,216 |
-1,014 |
-9.91% |
| Larson Financial Group LLC |
1,500 |
1,367 |
-133 |
-8.87% |
| Envestnet Asset Management Inc. |
9,300 |
8,514 |
-786 |
-8.45% |
| HighTower Advisors LLC |
6,727 |
6,371 |
-356 |
-5.29% |
| Smith Moore & CO. |
8,014 |
7,694 |
-320 |
-3.99% |
| Woodward Diversified Capital LLC |
3,349 |
3,266 |
-83 |
-2.48% |
| WESCAP Management Group Inc. |
22,990 |
22,505 |
-485 |
-2.11% |
| Ausdal Financial Partners Inc. |
9,648 |
9,489 |
-159 |
-1.65% |
| 13F Filers Exiting FDM |
|---|
| International Assets Investment Management LLC |
93,421 |
0 |
-93,421 |
-100.00% |
| Kingsview Wealth Management LLC |
3,719 |
0 |
-3,719 |
-100.00% |
| Gradient Investments LLC |
3 |
0 |
-3 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
3,432 |
0 |
-3,432 |
-100.00% |
See Summary: Institutional Holders of FDM
See Details: Top 10 Hedge Funds Holding FDM
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