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This page summarizes the FLRT 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 FLRT 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 FLRT Share Count |
|---|
| Raymond James & Associates |
89,820 |
127,281 |
+37,461 |
+41.71% |
| Cambridge Investment Research Advisors Inc. |
87,196 |
104,631 |
+17,435 |
+20.00% |
| Cornerstone Wealth Management LLC |
11,557 |
12,912 |
+1,355 |
+11.72% |
| International Assets Investment Management LLC |
36,740 |
39,422 |
+2,682 |
+7.30% |
| CWM LLC |
194 |
204 |
+10 |
+5.15% |
| Commonwealth Equity Services LLC |
24,189 |
24,897 |
+708 |
+2.93% |
| Andrew Hill Investment Advisors Inc. |
5,160 |
5,215 |
+55 |
+1.07% |
| 13F Filers Reporting New Positions In FLRT |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Lincoln National Corp |
0 |
11,442 |
+11,442 |
+100% |
| Creative Financial Designs Inc. ADV |
0 |
100 |
+100 |
+100% |
| J.W. Cole Advisors Inc. |
0 |
11,106 |
+11,106 |
+100% |
| Sigma Planning Corp |
0 |
16,495 |
+16,495 |
+100% |
| Raymond James Financial Services Advisors Inc. |
0 |
6,630 |
+6,630 |
+100% |
| Perigon Wealth Management LLC |
0 |
26,721 |
+26,721 |
+100% |
| Stratos Wealth Partners LTD. |
0 |
4,362 |
+4,362 |
+100% |
| GPS Wealth Strategies Group LLC |
0 |
2,110 |
+2,110 |
+100% |
| Stewardship Advisors LLC |
0 |
113,485 |
+113,485 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,569 |
+1,569 |
+100% |
| PSI Advisors LLC |
0 |
12,529 |
+12,529 |
+100% |
| Secure Asset Management LLC |
0 |
4,948 |
+4,948 |
+100% |
| TrueWealth Advisors LLC |
0 |
4,341 |
+4,341 |
+100% |
| IVC Wealth Advisors LLC |
0 |
6,351 |
+6,351 |
+100% |
| Global Assets Advisory LLC |
0 |
290,116 |
+290,116 |
+100% |
| Client First Investment Management LLC |
0 |
93,576 |
+93,576 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
50 |
50 |
UNCH |
0.00% |
| Wright Fund Managment LLC |
22,336 |
22,336 |
UNCH |
0.00% |
| Private Advisor Group LLC |
4,928 |
4,928 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
335 |
335 |
UNCH |
0.00% |
| 13F Filers Exiting FLRT |
|---|
| Valtinson Bruner Financial Planning LLC |
5,204 |
0 |
-5,204 |
-100.00% |
See Summary: Institutional Holders of FLRT
See Details: Top 10 Hedge Funds Holding FLRT
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