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This page summarizes the FLLV 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 FLLV 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 FLLV Share Count |
|---|
| Private Trust Co. NA |
369 |
772 |
+403 |
+109.21% |
| Raymond James & Associates |
11,165 |
20,054 |
+8,889 |
+79.61% |
| Raymond James Financial Services Advisors Inc. |
82,333 |
88,056 |
+5,723 |
+6.95% |
| OxenFree Capital LLC |
12,669 |
13,439 |
+770 |
+6.08% |
| Cornerstone Wealth Management LLC |
14,344 |
14,504 |
+160 |
+1.12% |
| 13F Filers Reporting New Positions In FLLV |
|---|
| Allworth Financial LP |
0 |
1,122 |
+1,122 |
+100% |
| 13F Filers Decreasing FLLV Share Count |
|---|
| Global Retirement Partners LLC |
62,236 |
1,355 |
-60,881 |
-97.82% |
| CENTRAL TRUST Co |
87,821 |
81,282 |
-6,539 |
-7.45% |
| Key Client Fiduciary Advisors LLC |
43,321 |
41,966 |
-1,355 |
-3.13% |
| HTLF Bank |
283,648 |
279,816 |
-3,832 |
-1.35% |
| Cambridge Investment Research Advisors Inc. |
70,888 |
70,216 |
-672 |
-0.95% |
See Summary: Institutional Holders of FLLV
See Details: Top 10 Hedge Funds Holding FLLV
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