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This page summarizes the FT holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether FT 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FT Share Count |
|---|
| Wolverine Asset Management LLC |
1,663 |
70,829 |
+69,166 |
+4159.11% |
| Northwestern Mutual Wealth Management Co. |
500 |
9,174 |
+8,674 |
+1734.80% |
| Koshinski Asset Management Inc. |
367,345 |
543,700 |
+176,355 |
+48.01% |
| LPL Financial LLC |
346,687 |
509,805 |
+163,118 |
+47.05% |
| Susquehanna International Group LLP |
15,713 |
21,867 |
+6,154 |
+39.17% |
| Hennion & Walsh Asset Management Inc. |
148,961 |
183,263 |
+34,302 |
+23.03% |
| Moloney Securities Asset Management LLC |
496,095 |
564,439 |
+68,344 |
+13.78% |
| Stifel Financial Corp |
232,401 |
261,963 |
+29,562 |
+12.72% |
| Uncommon Cents Investing LLC |
154,340 |
160,850 |
+6,510 |
+4.22% |
| SeaCrest Wealth Management LLC |
18,495 |
18,963 |
+468 |
+2.53% |
| Cambridge Investment Research Advisors Inc. |
16,264 |
16,422 |
+158 |
+0.97% |
| 13F Filers Reporting New Positions In FT |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Bank of America Corp DE |
0 |
230 |
+230 |
+100% |
| Landscape Capital Management L.L.C. |
0 |
44,412 |
+44,412 |
+100% |
| Cetera Investment Advisers |
0 |
75,249 |
+75,249 |
+100% |
| CGC Financial Services LLC |
0 |
2,413 |
+2,413 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| The PNC Financial Services Group Inc. |
3,202 |
3,202 |
UNCH |
0.00% |
| Comerica Bank |
18,200 |
18,200 |
UNCH |
0.00% |
| Royal Bank of Canada |
20,796 |
20,796 |
UNCH |
0.00% |
| Wedbush Securities Inc. |
24,530 |
24,530 |
UNCH |
0.00% |
| Westchester Capital Management LLC |
184,920 |
184,920 |
UNCH |
0.00% |
| Stratos Wealth Partners LTD. |
19,500 |
19,500 |
UNCH |
0.00% |
| Parallel Advisors LLC |
2,800 |
2,800 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
11,444 |
11,444 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
650 |
650 |
UNCH |
0.00% |
| Clear Creek Financial Management LLC |
26,453 |
26,453 |
UNCH |
0.00% |
| 13F Filers Decreasing FT Share Count |
|---|
| Shaker Financial Services LLC |
40,912 |
23,422 |
-17,490 |
-42.75% |
| Janney Montgomery Scott LLC |
243,725 |
143,273 |
-100,452 |
-41.22% |
| GWM Advisors LLC |
13,900 |
11,300 |
-2,600 |
-18.71% |
| Advisor Group Holdings Inc. |
196,837 |
179,126 |
-17,711 |
-9.00% |
| UBS Group AG |
107,501 |
98,324 |
-9,177 |
-8.54% |
| Wells Fargo & Company MN |
181,896 |
175,225 |
-6,671 |
-3.67% |
| Raymond James & Associates |
52,094 |
50,269 |
-1,825 |
-3.50% |
| Integrated Wealth Concepts LLC |
116,805 |
114,042 |
-2,763 |
-2.37% |
| Invesco Ltd. |
25,289 |
24,998 |
-291 |
-1.15% |
| Morgan Stanley |
343,764 |
341,945 |
-1,819 |
-0.53% |
| Ameriprise Financial Inc. |
10,261 |
10,259 |
-2 |
-0.02% |
| 13F Filers Exiting FT |
|---|
| Ronald Blue Trust Inc. |
375 |
0 |
-375 |
-100.00% |
| First Pacific Financial |
2,881 |
0 |
-2,881 |
-100.00% |
| IFP Advisors Inc |
2,000 |
0 |
-2,000 |
-100.00% |
See Summary: Institutional Holders of FT
See Details: Top 10 Hedge Funds Holding FT
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