Holdings Channel



FTXG Holdings Changes image
This page summarizes the FTXG 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 FTXG 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing FTXG Share Count
UBS Group AG 2,362 8,469 +6,107 +258.55%
Susquehanna International Group LLP 14,942 46,636 +31,694 +212.11%
Commonwealth Equity Services LLC 8,951 12,336 +3,385 +37.82%
Tower Research Capital LLC TRC 294 350 +56 +19.05%
Founders Financial Alliance LLC 5,186 5,738 +552 +10.64%
Bank of America Corp DE 42,783 46,341 +3,558 +8.32%
HRT Financial LP 9,549 9,866 +317 +3.32%
Csenge Advisory Group 228,107 233,007 +4,900 +2.15%
PSI Advisors LLC 1,126 1,127 +1 +0.09%
13F Filers Reporting New Positions In FTXG
GTS Securities LLC 0 57,701 +57,701 +100%
Advisory Services Network LLC 0 3,839 +3,839 +100%
O Dell Group LLC 0 349 +349 +100%
International Assets Investment Management LLC 0 25,109 +25,109 +100%
Commonwealth Retirement Investments LLC 0 11,908 +11,908 +100%
Creekmur Asset Management LLC 0 1 +1 +100%
13F Filers With Unchanged Share Count
JPMorgan Chase & Co. 1 1 UNCH 0.00%
Proequities Inc. 4,120 4,120 UNCH 0.00%
Comerica Bank 1,043 1,043 UNCH 0.00%
Atwood & Palmer Inc. 5,075 5,075 UNCH 0.00%
Blue Bell Private Wealth Management LLC 100 100 UNCH 0.00%
Benjamin Edwards Inc. 96 96 UNCH 0.00%
Gradient Investments LLC 139 139 UNCH 0.00%
IFP Advisors Inc 2,315 2,315 UNCH 0.00%
Capital Investment Advisory Services LLC 74 74 UNCH 0.00%
Key Financial Inc 142 142 UNCH 0.00%
13F Filers Decreasing FTXG Share Count
CWM LLC 339,706 321 -339,385 -99.91%
Goldman Sachs Group Inc. 245,048 36,385 -208,663 -85.15%
Royal Bank of Canada 38,078 6,506 -31,572 -82.91%
Citadel Advisors LLC 53,480 10,056 -43,424 -81.20%
Wells Fargo & Company MN 413,864 88,834 -325,030 -78.54%
Advisor Group Holdings Inc. 96,040 20,891 -75,149 -78.25%
Raymond James & Associates 49,922 14,907 -35,015 -70.14%
DB Wealth Management Group LLC 19,324 6,573 -12,751 -65.99%
Transamerica Financial Advisors Inc. 2,802 1,239 -1,563 -55.78%
Transatlantique Private Wealth LLC 50,761 22,611 -28,150 -55.46%
Baird Financial Group Inc. 54,097 24,854 -29,243 -54.06%
NewSquare Capital LLC 5,448 2,790 -2,658 -48.79%
LPL Financial LLC 197,664 135,568 -62,096 -31.41%
GWM Advisors LLC 42,362 30,828 -11,534 -27.23%
Morgan Stanley 739,433 542,869 -196,564 -26.58%
Private Advisor Group LLC 42,605 32,219 -10,386 -24.38%
Harbour Investments Inc. 1,224 928 -296 -24.18%
Truist Financial Corp 28,290 21,788 -6,502 -22.98%
Trust Co. of Oklahoma 24,651 19,413 -5,238 -21.25%
Apeiron RIA LLC 20,209 16,693 -3,516 -17.40%
Nilsine Partners LLC 348,302 296,520 -51,782 -14.87%
Regal Investment Advisors LLC 25,960 22,405 -3,555 -13.69%
Lincoln National Corp 18,559 16,121 -2,438 -13.14%
WealthCare Investment Partners LLC 35,151 31,126 -4,025 -11.45%
Benjamin F. Edwards & Company Inc. 107,115 96,258 -10,857 -10.14%
WMG Financial Advisors LLC 36,673 34,141 -2,532 -6.90%
Envestnet Asset Management Inc. 20,881 19,770 -1,111 -5.32%
Janney Montgomery Scott LLC 104,477 102,349 -2,128 -2.04%
FMR LLC 68 67 -1 -1.47%
13F Filers Exiting FTXG
Register Financial Advisors LLC 523 0 -523 -100.00%
Cyndeo Wealth Partners LLC 243,643 0 -243,643 -100.00%
HFG Advisors Inc. 33,425 0 -33,425 -100.00%
Kesler Norman & Wride LLC 36,001 0 -36,001 -100.00%
Coastal Investment Advisors Inc. 19,216 0 -19,216 -100.00%
Outlook Wealth Advisors LLC 15,375 0 -15,375 -100.00%
Jane Street Group LLC 102,280 0 -102,280 -100.00%
Gateway Advisory LLC 77,997 0 -77,997 -100.00%
Raymond James Financial Services Advisors Inc. 13,316 0 -13,316 -100.00%
Two Sigma Securities LLC 36,356 0 -36,356 -100.00%
Cambridge Investment Research Advisors Inc. 11,182 0 -11,182 -100.00%
Equitable Holdings Inc. 11,622 0 -11,622 -100.00%
Northwestern Mutual Wealth Management Co. 1,468 0 -1,468 -100.00%
DAVENPORT & Co LLC 54,569 0 -54,569 -100.00%
MML Investors Services LLC 17,908 0 -17,908 -100.00%

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

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