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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).
Filer | 9/30/2023 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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