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FDUS Holdings Changes image
This page summarizes the FDUS 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 FDUS 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).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing FDUS Share Count
Cornerstone Wealth Management LLC 11,251 15,937 +4,686 +41.65%
GraniteShares Advisors LLC 74,924 85,844 +10,920 +14.57%
Sound Income Strategies LLC 8,253 8,974 +721 +8.74%
Sumitomo Mitsui Trust Holdings Inc. 63,406 65,706 +2,300 +3.63%
NBC Securities Inc. 515 533 +18 +3.50%
Oak Harbor Wealth Partners LLC 24,587 24,830 +243 +0.99%
Davis Investment Partners LLC 96,118 96,318 +200 +0.21%
13F Filers Reporting New Positions In FDUS
AdvisorNet Financial Inc 0 26 +26 +100%
13F Filers With Unchanged Share Count
CWM LLC 1 1 UNCH 0.00%
Capital Advisors Ltd. LLC 2,250 2,250 UNCH 0.00%
Summit Trail Advisors LLC 22,502 22,502 UNCH 0.00%
Enterprise Bank & Trust Co 55,912 55,912 UNCH 0.00%
Hexagon Capital Partners LLC 31,750 31,750 UNCH 0.00%
Spire Wealth Management 2,351 2,351 UNCH 0.00%
Activest Wealth Management 1,150 1,150 UNCH 0.00%
13F Filers Decreasing FDUS Share Count
Cambridge Investment Research Advisors Inc. 12,741 10,708 -2,033 -15.96%
Optimum Investment Advisors 15,400 13,900 -1,500 -9.74%
Raymond James Trust N.A. 39,588 37,700 -1,888 -4.77%
Raymond James & Associates 581,648 557,374 -24,274 -4.17%
Capital Advisory Group Advisory Services LLC 45,476 44,848 -628 -1.38%
Raymond James Financial Services Advisors Inc. 436,891 432,823 -4,068 -0.93%
Wealth Enhancement Advisory Services LLC 10,727 10,726 -1 -0.01%
13F Filers Exiting FDUS
Melia Wealth LLC 687,248 0 -687,248 -100.00%
Koss Olinger Consulting LLC 11,878 0 -11,878 -100.00%
Hanson & Doremus Investment Management 1,035 0 -1,035 -100.00%

See Summary: Institutional Holders of FDUS
See Details: Top 10 Hedge Funds Holding FDUS
Also See: FDUS Insider Buying

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