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This page summarizes the FEVR holdings changes quarter over quarter among those 13F filers that have reported for
the 9/30/2022 period, comparing share count change from 6/30/2022 to 9/30/2022.
Share count is compared over these two periods to provide an indication of whether FEVR 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 | 6/30/2022
Share Count | 9/30/2022
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FEVR Share Count |
|---|
| HHM Wealth Advisors LLC |
1,943 |
6,533 |
+4,590 |
+236.23% |
| Advisor Group Holdings Inc. |
2,135 |
2,419 |
+284 |
+13.30% |
| 13F Filers Reporting New Positions In FEVR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| JPMorgan Chase & Co. |
0 |
14,817 |
+14,817 |
+100% |
| Jane Street Group LLC |
0 |
17,278 |
+17,278 |
+100% |
| UBS Group AG |
0 |
1,648 |
+1,648 |
+100% |
| Geneos Wealth Management Inc. |
0 |
126 |
+126 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Harbour Investments Inc. |
84 |
84 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
40 |
40 |
UNCH |
0.00% |
| IFP Advisors Inc |
10 |
10 |
UNCH |
0.00% |
| SevenOneSeven Capital Management |
1,347 |
1,347 |
UNCH |
0.00% |
| 13F Filers Decreasing FEVR Share Count |
|---|
| Ambassador Advisors LLC |
1,289,629 |
1,288,561 |
-1,068 |
-0.08% |
| 13F Filers Exiting FEVR |
|---|
| Brookstone Capital Management |
16,338 |
0 |
-16,338 |
-100.00% |
See Summary: Institutional Holders of FEVR
See Details: Top 10 Hedge Funds Holding FEVR
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