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This page summarizes the FXD 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 FXD 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 FXD Share Count |
|---|
| Monument Capital Management |
11,139 |
60,062 |
+48,923 |
+439.20% |
| Trust Co. of Oklahoma |
8,911 |
16,808 |
+7,897 |
+88.62% |
| Nilsine Partners LLC |
127,395 |
238,235 |
+110,840 |
+87.00% |
| Raymond James & Associates |
231,738 |
255,071 |
+23,333 |
+10.07% |
| Kesler Norman & Wride LLC |
6,784 |
7,150 |
+366 |
+5.40% |
| Coastal Investment Advisors Inc. |
9,327 |
9,629 |
+302 |
+3.24% |
| TriaGen Wealth Management LLC |
38,259 |
39,445 |
+1,186 |
+3.10% |
| Cambridge Investment Research Advisors Inc. |
29,358 |
29,691 |
+333 |
+1.13% |
| HFG Advisors Inc. |
15,008 |
15,049 |
+41 |
+0.27% |
| 13F Filers Reporting New Positions In FXD |
|---|
| Allworth Financial LP |
0 |
670 |
+670 |
+100% |
| Sunbelt Securities Inc. |
0 |
218 |
+218 |
+100% |
| TruWealth Advisors LLC |
0 |
3,265 |
+3,265 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| L.M. Kohn & Company |
4,169 |
4,169 |
UNCH |
0.00% |
| Country Trust Bank |
1,781 |
1,781 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
61 |
61 |
UNCH |
0.00% |
| Ballew Advisors Inc |
3,632 |
3,632 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
20 |
20 |
UNCH |
0.00% |
| MTM Investment Management LLC |
9,322 |
9,322 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
5 |
5 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
465 |
465 |
UNCH |
0.00% |
| Spire Wealth Management |
12,330 |
12,330 |
UNCH |
0.00% |
| Bank of New Hampshire |
400 |
400 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
315 |
315 |
UNCH |
0.00% |
| City State Bank |
425 |
425 |
UNCH |
0.00% |
| Register Financial Advisors LLC |
277 |
277 |
UNCH |
0.00% |
| 13F Filers Decreasing FXD Share Count |
|---|
| Stratos Wealth Partners LTD. |
7,958 |
4,212 |
-3,746 |
-47.07% |
| CWM LLC |
123,290 |
84,928 |
-38,362 |
-31.12% |
| Private Trust Co. NA |
558 |
387 |
-171 |
-30.65% |
| Cyndeo Wealth Partners LLC |
52,132 |
40,548 |
-11,584 |
-22.22% |
| Ignite Planners LLC |
6,358 |
5,053 |
-1,305 |
-20.53% |
| Atwood & Palmer Inc. |
3,320 |
2,850 |
-470 |
-14.16% |
| NBC Securities Inc. |
733 |
652 |
-81 |
-11.05% |
| Raymond James Financial Services Advisors Inc. |
570,163 |
509,695 |
-60,468 |
-10.61% |
| MinichMacGregor Wealth Management LLC |
12,132 |
11,023 |
-1,109 |
-9.14% |
| Kennicott Capital Management LLC |
4,896 |
4,458 |
-438 |
-8.95% |
| International Assets Investment Management LLC |
4,626 |
4,342 |
-284 |
-6.14% |
| Apeiron RIA LLC |
13,392 |
12,865 |
-527 |
-3.94% |
| Cottonwood Capital Advisors LLC |
25,721 |
25,032 |
-689 |
-2.68% |
| Claro Advisors LLC |
6,808 |
6,730 |
-78 |
-1.15% |
| SignalPoint Asset Management LLC |
11,145 |
11,125 |
-20 |
-0.18% |
| 13F Filers Exiting FXD |
|---|
| Kovack Advisors Inc. |
5,859 |
0 |
-5,859 |
-100.00% |
See Summary: Institutional Holders of FXD
See Details: Top 10 Hedge Funds Holding FXD
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