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This page summarizes the FJUN 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 FJUN 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 FJUN Share Count |
|---|
| JPMorgan Chase & Co. |
804 |
16,559 |
+15,755 |
+1959.58% |
| Sowell Financial Services LLC |
43,473 |
103,711 |
+60,238 |
+138.56% |
| Central Valley Advisors LLC |
102,676 |
110,479 |
+7,803 |
+7.60% |
| Proequities Inc. |
5,837 |
6,047 |
+210 |
+3.60% |
| Maltin Wealth Management Inc. |
16,846 |
17,240 |
+394 |
+2.34% |
| Envestnet Portfolio Solutions Inc. |
4,800 |
4,877 |
+77 |
+1.60% |
| Principal Securities Inc. |
1,764 |
1,776 |
+12 |
+0.68% |
| Keystone Wealth Services LLC |
238,509 |
238,550 |
+41 |
+0.02% |
| 13F Filers Reporting New Positions In FJUN |
|---|
| Wells Fargo & Company MN |
0 |
612 |
+612 |
+100% |
| Plante Moran Financial Advisors LLC |
0 |
58 |
+58 |
+100% |
| First Heartland Consultants Inc. |
0 |
4,287 |
+4,287 |
+100% |
| Susquehanna International Group LLP |
0 |
29,807 |
+29,807 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
11,098 |
+11,098 |
+100% |
| Mutual Advisors LLC |
0 |
4,514 |
+4,514 |
+100% |
| Echo Wealth Management LLC |
0 |
5,801 |
+5,801 |
+100% |
| Lifeworks Advisors LLC |
0 |
6,480 |
+6,480 |
+100% |
| West Paces Advisors Inc. |
0 |
131 |
+131 |
+100% |
| McCarthy & Cox |
0 |
243,255 |
+243,255 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| McKinley Carter Wealth Services Inc. |
24,354 |
24,354 |
UNCH |
0.00% |
| Chicago Partners Investment Group LLC |
13,292 |
13,292 |
UNCH |
0.00% |
| Wealth Enhancement Advisory Services LLC |
76,930 |
76,930 |
UNCH |
0.00% |
| Cypress Wealth Services LLC |
5,505 |
5,505 |
UNCH |
0.00% |
| Main Street Financial Solutions LLC |
7,655 |
7,655 |
UNCH |
0.00% |
| Apollon Wealth Management LLC |
26,749 |
26,749 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
25,046 |
25,046 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
9,268 |
9,268 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
46,692 |
46,692 |
UNCH |
0.00% |
| Turtle Creek Wealth Advisors LLC |
1,526 |
1,526 |
UNCH |
0.00% |
| 13F Filers Decreasing FJUN Share Count |
|---|
| Ogorek Anthony Joseph NY ADV |
1,269 |
148 |
-1,121 |
-88.34% |
| Kestra Private Wealth Services LLC |
64,133 |
35,850 |
-28,283 |
-44.10% |
| Advisor Group Holdings Inc. |
450,843 |
259,452 |
-191,391 |
-42.45% |
| FSB Premier Wealth Management Inc. |
12,920 |
7,894 |
-5,026 |
-38.90% |
| Valtinson Bruner Financial Planning LLC |
114,784 |
74,826 |
-39,958 |
-34.81% |
| AdvisorNet Financial Inc |
2,100 |
1,400 |
-700 |
-33.33% |
| CWM LLC |
328,159 |
229,898 |
-98,261 |
-29.94% |
| Raymond James Financial Services Advisors Inc. |
192,684 |
139,168 |
-53,516 |
-27.77% |
| Cambridge Investment Research Advisors Inc. |
110,145 |
83,899 |
-26,246 |
-23.83% |
| Camelot Portfolios LLC |
26,612 |
20,526 |
-6,086 |
-22.87% |
| Sigma Planning Corp |
20,036 |
16,557 |
-3,479 |
-17.36% |
| Janney Montgomery Scott LLC |
13,805 |
11,670 |
-2,135 |
-15.47% |
| Sunbelt Securities Inc. |
12,652 |
10,698 |
-1,954 |
-15.44% |
| Raymond James & Associates |
51,589 |
45,452 |
-6,137 |
-11.90% |
| LPL Financial LLC |
236,265 |
209,323 |
-26,942 |
-11.40% |
| Signature Securities Group Corporation |
13,701 |
12,386 |
-1,315 |
-9.60% |
| Integrity Financial Corp WA |
23,840 |
21,984 |
-1,856 |
-7.79% |
| Strategic Blueprint LLC |
19,861 |
18,399 |
-1,462 |
-7.36% |
| Commonwealth Equity Services LLC |
541,360 |
511,014 |
-30,346 |
-5.61% |
| NBC Securities Inc. |
3,333 |
3,188 |
-145 |
-4.35% |
| Avantax Advisory Services Inc. |
38,858 |
37,203 |
-1,655 |
-4.26% |
| Resources Investment Advisors LLC. |
12,200 |
11,698 |
-502 |
-4.11% |
| DHJJ Financial Advisors Ltd. |
7,570 |
7,260 |
-310 |
-4.10% |
| Blue Bell Private Wealth Management LLC |
40,782 |
39,367 |
-1,415 |
-3.47% |
| Fragasso Group Inc. |
39,209 |
38,365 |
-844 |
-2.15% |
| Archer Investment Corp |
10,077 |
10,027 |
-50 |
-0.50% |
| Financial Guidance Group Inc. |
118,612 |
118,308 |
-304 |
-0.26% |
| SOA Wealth Advisors LLC. |
12,671 |
12,655 |
-16 |
-0.13% |
| 13F Filers Exiting FJUN |
|---|
| Mason & Associates Inc |
1,485,310 |
0 |
-1,485,310 |
-100.00% |
| City State Bank |
6,050 |
0 |
-6,050 |
-100.00% |
| Zimmermann Investment Management & Planning LLC |
122,128 |
0 |
-122,128 |
-100.00% |
| Baker Tilly Financial LLC |
15,459 |
0 |
-15,459 |
-100.00% |
| Advisor Resource Council |
17,178 |
0 |
-17,178 |
-100.00% |
| Triumph Capital Management |
5,000 |
0 |
-5,000 |
-100.00% |
| Advisory Services Network LLC |
791 |
0 |
-791 |
-100.00% |
| Hanlon Investment Management Inc. |
6,659 |
0 |
-6,659 |
-100.00% |
| AlphaMark Advisors LLC |
800 |
0 |
-800 |
-100.00% |
| Lincoln National Corp |
6,750 |
0 |
-6,750 |
-100.00% |
See Summary: Institutional Holders of FJUN
See Details: Top 10 Hedge Funds Holding FJUN
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