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This page summarizes the FYX 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 FYX 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 FYX Share Count |
|---|
| City Holding Co. |
5,331 |
8,005 |
+2,674 |
+50.16% |
| Janney Montgomery Scott LLC |
223,891 |
288,217 |
+64,326 |
+28.73% |
| Global Retirement Partners LLC |
461 |
584 |
+123 |
+26.68% |
| Commonwealth Equity Services LLC |
47,548 |
59,581 |
+12,033 |
+25.31% |
| Wealth Enhancement Advisory Services LLC |
14,414 |
16,741 |
+2,327 |
+16.14% |
| Sweet Financial Partners LLC |
33,835 |
39,050 |
+5,215 |
+15.41% |
| Private Advisor Group LLC |
7,535 |
8,309 |
+774 |
+10.27% |
| American Institute for Advanced Investment Management LLP |
3,860 |
4,215 |
+355 |
+9.20% |
| Main Line Retirement Advisors LLC |
101,000 |
107,087 |
+6,087 |
+6.03% |
| Wealth Alliance Advisory Group LLC |
114,582 |
120,630 |
+6,048 |
+5.28% |
| Cambridge Investment Research Advisors Inc. |
130,313 |
136,843 |
+6,530 |
+5.01% |
| Raymond James Financial Services Advisors Inc. |
180,960 |
189,060 |
+8,100 |
+4.48% |
| Kestra Private Wealth Services LLC |
3,197 |
3,287 |
+90 |
+2.82% |
| Chicago Partners Investment Group LLC |
64,629 |
66,212 |
+1,583 |
+2.45% |
| Cyndeo Wealth Partners LLC |
8,712 |
8,887 |
+175 |
+2.01% |
| TKG Advisors LLC |
2,929 |
2,976 |
+47 |
+1.60% |
| Mainsail Financial Group LLC |
32,142 |
32,428 |
+286 |
+0.89% |
| G&S Capital LLC |
12,219 |
12,259 |
+40 |
+0.33% |
| Independent Wealth Network Inc. |
4,616 |
4,631 |
+15 |
+0.32% |
| NBC Securities Inc. |
2,454 |
2,456 |
+2 |
+0.08% |
| 13F Filers Reporting New Positions In FYX |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Mather Group LLC. |
0 |
64 |
+64 |
+100% |
| Salomon & Ludwin LLC |
0 |
100 |
+100 |
+100% |
| Iams Wealth Management LLC |
0 |
3,464 |
+3,464 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBT Bank N A NY |
257 |
257 |
UNCH |
0.00% |
| Private Trust Co. NA |
2,575 |
2,575 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
175 |
175 |
UNCH |
0.00% |
| CWM LLC |
4,449 |
4,449 |
UNCH |
0.00% |
| Allworth Financial LP |
2,357 |
2,357 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
1,353 |
1,353 |
UNCH |
0.00% |
| Tsfg LLC |
665 |
665 |
UNCH |
0.00% |
| Key Financial Inc |
97 |
97 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
311 |
311 |
UNCH |
0.00% |
| Wealth Effects LLC |
2,957 |
2,957 |
UNCH |
0.00% |
| Trueblood Wealth Management LLC |
3,256 |
3,256 |
UNCH |
0.00% |
| GAMMA Investing LLC |
387 |
387 |
UNCH |
0.00% |
| 13F Filers Decreasing FYX Share Count |
|---|
| MONECO Advisors LLC |
17,650 |
7,153 |
-10,497 |
-59.47% |
| Financial Advocates Investment Management |
11,184 |
5,299 |
-5,885 |
-52.62% |
| LVZ Advisors Inc. |
22,660 |
11,713 |
-10,947 |
-48.31% |
| Nations Financial Group Inc. IA ADV |
10,555 |
6,802 |
-3,753 |
-35.56% |
| Arkadios Wealth Advisors |
7,069 |
5,162 |
-1,907 |
-26.98% |
| Raymond James & Associates |
262,455 |
206,529 |
-55,926 |
-21.31% |
| Retirement Guys Formula LLC |
25,406 |
22,687 |
-2,719 |
-10.70% |
| Daymark Wealth Partners LLC |
9,192 |
8,369 |
-823 |
-8.95% |
| Benjamin F. Edwards & Company Inc. |
11,183 |
10,612 |
-571 |
-5.11% |
| MTM Investment Management LLC |
37,956 |
36,029 |
-1,927 |
-5.08% |
| DHJJ Financial Advisors Ltd. |
5,629 |
5,354 |
-275 |
-4.89% |
| GPS Wealth Strategies Group LLC |
511 |
486 |
-25 |
-4.89% |
| Keystone Wealth Services LLC |
6,586 |
6,435 |
-151 |
-2.29% |
| Park National Corp OH |
87,889 |
86,065 |
-1,824 |
-2.08% |
| Lakeridge Wealth Management LLC |
10,524 |
10,311 |
-213 |
-2.02% |
| Root Financial Partners LLC |
9,874 |
9,848 |
-26 |
-0.26% |
| 13F Filers Exiting FYX |
|---|
| International Assets Investment Management LLC |
4,395 |
0 |
-4,395 |
-100.00% |
| Well Done LLC |
2,191 |
0 |
-2,191 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
115 |
0 |
-115 |
-100.00% |
| Raymond James Trust N.A. |
2,362 |
0 |
-2,362 |
-100.00% |
See Summary: Institutional Holders of FYX
See Details: Top 10 Hedge Funds Holding FYX
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