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This page summarizes the FLGB 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 FLGB 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 FLGB Share Count |
|---|
| CX Institutional |
531,211 |
636,324 |
+105,113 |
+19.79% |
| Wealthfront Advisers LLC |
9,142 |
9,833 |
+691 |
+7.56% |
| Private Trust Co. NA |
488 |
503 |
+15 |
+3.07% |
| Congress Wealth Management LLC DE |
902,617 |
905,276 |
+2,659 |
+0.29% |
| 13F Filers Reporting New Positions In FLGB |
|---|
| Farmers & Merchants Trust Co of Chambersburg PA |
0 |
712 |
+712 |
+100% |
| Accordant Advisory Group Inc |
0 |
943 |
+943 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Sound Income Strategies LLC |
149 |
149 |
UNCH |
0.00% |
| Versant Capital Management Inc |
2,588 |
2,588 |
UNCH |
0.00% |
| 13F Filers Decreasing FLGB Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
3,168 |
1,479 |
-1,689 |
-53.31% |
| Petra Financial Advisors Inc. |
30,200 |
29,352 |
-848 |
-2.81% |
| Global Retirement Partners LLC |
6,513 |
6,477 |
-36 |
-0.55% |
| Retirement Planning Group |
19,444 |
19,434 |
-10 |
-0.05% |
| 13F Filers Exiting FLGB |
|---|
| Sage Mountain Advisors LLC |
604 |
0 |
-604 |
-100.00% |
| Marotta Asset Management |
8,747 |
0 |
-8,747 |
-100.00% |
See Summary: Institutional Holders of FLGB
See Details: Top 10 Hedge Funds Holding FLGB
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