Holdings Channel
FNX Holdings Changes image
This page summarizes the FNX holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2020 period, comparing share count change from 3/31/2020 to 6/30/2020. Share count is compared over these two periods to provide an indication of whether FNX 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).
Filer3/31/2020
 Share Count 
6/30/2020
 Share Count 
Change% Change
13F Filers Increasing FNX Share Count
LVZ Advisors Inc. 27,925 36,785 +8,860 +31.73%
Camelot Portfolios LLC 14,124 16,928 +2,804 +19.85%
Raymond James & Associates 296,363 339,364 +43,001 +14.51%
First Trust Advisors LP 8,000 9,000 +1,000 +12.50%
Envestnet Asset Management Inc. 10,010 11,234 +1,224 +12.23%
Comerica Securities Inc. 6,030 6,430 +400 +6.63%
Chicago Partners Investment Group LLC 26,494 27,839 +1,345 +5.08%
US Bancorp DE 613 644 +31 +5.06%
Bellevue Asset Management LLC 29,853 31,132 +1,279 +4.28%
Park National Corp OH 36,210 37,646 +1,436 +3.97%
Western Wealth Management LLC 4,656 4,754 +98 +2.10%
Wedbush Securities Inc. 20,851 20,980 +129 +0.62%
Liberty Wealth Management LLC 174 175 +1 +0.57%
13F Filers Reporting New Positions In FNX
G&S Capital LLC 0 0 UNCH 100%
Wintrust Investments LLC 0 4,115 +4,115 +100%
Huntington National Bank 0 1,200 +1,200 +100%
Cozad Asset Management Inc. 0 12,572 +12,572 +100%
Allworth Financial LP 0 233 +233 +100%
Stratos Wealth Partners LTD. 0 16,713 +16,713 +100%
RFG Advisory LLC 0 3,876 +3,876 +100%
Great Valley Advisor Group Inc. 0 3,491 +3,491 +100%
Keebeck Wealth Management LLC 0 125 +125 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 222 222 UNCH 0.00%
City Holding Co. 1,025 1,025 UNCH 0.00%
Baldwin Brothers Inc. MA 330 330 UNCH 0.00%
IFP Advisors Inc 1,393 1,393 UNCH 0.00%
Steward Partners Investment Advisory LLC 5,751 5,751 UNCH 0.00%
Bedel Financial Consulting Inc. 19,267 19,267 UNCH 0.00%
Stonebridge Financial Planning Group LLC 300 300 UNCH 0.00%
13F Filers Decreasing FNX Share Count
Condor Capital Management 15,914 7,545 -8,369 -52.59%
Cedar Brook Financial Partners LLC 9,391 4,811 -4,580 -48.77%
Raymond James Financial Services Advisors Inc. 408,901 239,314 -169,587 -41.47%
UBS Group AG 439,483 305,576 -133,907 -30.47%
Cambridge Investment Research Advisors Inc. 47,118 34,087 -13,031 -27.66%
Janney Montgomery Scott LLC 47,601 34,571 -13,030 -27.37%
1776 Wealth LLC 3,214 2,671 -543 -16.89%
Strategic Wealth Advisors Group LLC 31,991 29,119 -2,872 -8.98%
PNC Financial Services Group Inc. 8,700 8,099 -601 -6.91%
Cypress Wealth Services LLC 16,772 15,724 -1,048 -6.25%
CWM LLC 550 526 -24 -4.36%
Pacific Sun Financial Corp 13,679 13,119 -560 -4.09%
Winslow Evans & Crocker Inc. 36 35 -1 -2.78%
Sterling Investment Advisors Ltd. 26,167 25,450 -717 -2.74%
Element Wealth LLC 4,847 4,816 -31 -0.64%
13F Filers Exiting FNX
Peterson Wealth Advisors LLC 8,990 0 -8,990 -100.00%
Clearwater Capital Advisors LLC 5,725 0 -5,725 -100.00%
Wealthcare Advisory Partners LLC 2,155 0 -2,155 -100.00%
NEXT Financial Group Inc 35 0 -35 -100.00%
Sigma Planning Corp 4,639 0 -4,639 -100.00%
CENTRAL TRUST Co 100 0 -100 -100.00%

See Summary: Institutional Holders of FNX
See Details: Top 10 Hedge Funds Holding FNX

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