HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FEN Share Count | ||||
| We Are One Seven LLC | 19,571 | 751,115 | +731,544 | +3737.90% |
| IFP Advisors Inc | 185 | 6,933 | +6,748 | +3647.57% |
| Bank of America Corp DE | 63,283 | 151,196 | +87,913 | +138.92% |
| Guggenheim Capital LLC | 23,499 | 40,311 | +16,812 | +71.54% |
| Cornerstone Advisors LLC | 74,325 | 119,495 | +45,170 | +60.77% |
| Cohen & Steers Inc. | 176,925 | 253,925 | +77,000 | +43.52% |
| Private Advisor Group LLC | 39,523 | 48,118 | +8,595 | +21.75% |
| Wolverine Asset Management LLC | 128,269 | 149,518 | +21,249 | +16.57% |
| Northwestern Mutual Wealth Management Co. | 25,191 | 27,344 | +2,153 | +8.55% |
| Advisors Asset Management Inc. | 473,593 | 513,622 | +40,029 | +8.45% |
| Retirement Planning Co of New England Inc. | 61,585 | 66,093 | +4,508 | +7.32% |
| Morgan Stanley | 463,836 | 496,677 | +32,841 | +7.08% |
| Raymond James Financial Services Advisors Inc. | 236,202 | 244,425 | +8,223 | +3.48% |
| Mystic Asset Management Inc. | 115,871 | 119,861 | +3,990 | +3.44% |
| Cambridge Investment Research Advisors Inc. | 25,315 | 26,091 | +776 | +3.07% |
| Pinnacle Bank | 1,290 | 1,317 | +27 | +2.09% |
| Allworth Financial LP | 170 | 173 | +3 | +1.76% |
| Wedmont Private Capital | 11,388 | 11,515 | +127 | +1.12% |
| 13F Filers Reporting New Positions In FEN | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Goldman Sachs Group Inc. | 0 | 206,323 | +206,323 | +100% |
| Clough Capital Partners L P | 0 | 65,248 | +65,248 | +100% |
| Blue Bell Private Wealth Management LLC | 0 | 2,930 | +2,930 | +100% |
| Susquehanna International Group LLP | 0 | 63,109 | +63,109 | +100% |
| Baystate Wealth Management LLC | 0 | 1,000 | +1,000 | +100% |
| Jane Street Group LLC | 0 | 27,244 | +27,244 | +100% |
| Almitas Capital LLC | 0 | 101,846 | +101,846 | +100% |
| GWM Advisors LLC | 0 | 975 | +975 | +100% |
| RSM US Wealth Management LLC | 0 | 12,558 | +12,558 | +100% |
| Hunting Hill Global Capital LLC | 0 | 188,104 | +188,104 | +100% |
| Covestor Ltd | 0 | 2,676 | +2,676 | +100% |
| Andina Capital Management LLC | 0 | 17,668 | +17,668 | +100% |
| Quarry LP | 0 | 18,048 | +18,048 | +100% |
| Compass Wealth Management LLC | 0 | 50 | +50 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Terril Brothers Inc. | 14,200 | 14,200 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 5,150 | 5,150 | UNCH | 0.00% |
| Sit Investment Associates Inc. | 13,200 | 13,200 | UNCH | 0.00% |
| NBC Securities Inc. | 780 | 780 | UNCH | 0.00% |
| L.M. Kohn & Company | 14,964 | 14,964 | UNCH | 0.00% |
| UMB Bank N A MO | 13,521 | 13,521 | UNCH | 0.00% |
| North Star Investment Management Corp. | 1,000 | 1,000 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 100 | 100 | UNCH | 0.00% |
| CWM LLC | 2,410 | 2,410 | UNCH | 0.00% |
| Riggs Asset Managment Co. Inc. | 208 | 208 | UNCH | 0.00% |
| Cornerstone Advisory LLC | 11,943 | 11,943 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 100 | 100 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 4,270 | 4,270 | UNCH | 0.00% |
| Global Retirement Partners LLC | 40 | 40 | UNCH | 0.00% |
| Cresset Asset Management LLC | 12,700 | 12,700 | UNCH | 0.00% |
| Clarus Group Inc. | 11,405 | 11,405 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 223 | 223 | UNCH | 0.00% |
| Richard W. Paul & Associates LLC | 2 | 2 | UNCH | 0.00% |
| 13F Filers Decreasing FEN Share Count | ||||
| Wells Fargo & Company MN | 12,402 | 1 | -12,401 | -99.99% |
| Sigma Planning Corp | 27,646 | 10,018 | -17,628 | -63.76% |
| CENTRAL TRUST Co | 940 | 480 | -460 | -48.94% |
| Kayne Anderson Capital Advisors LP | 110,700 | 65,400 | -45,300 | -40.92% |
| Royal Bank of Canada | 174,375 | 103,286 | -71,089 | -40.77% |
| Coastal Bridge Advisors LLC | 319,917 | 251,712 | -68,205 | -21.32% |
| Avantax Advisory Services Inc. | 122,863 | 98,821 | -24,042 | -19.57% |
| Cetera Advisors LLC | 25,459 | 20,706 | -4,753 | -18.67% |
| Kingsview Wealth Management LLC | 70,000 | 57,567 | -12,433 | -17.76% |
| Commonwealth Equity Services LLC | 64,162 | 53,229 | -10,933 | -17.04% |
| ICA Group Wealth Management LLC | 20,977 | 18,001 | -2,976 | -14.19% |
| HighTower Advisors LLC | 20,510 | 18,119 | -2,391 | -11.66% |
| Stegent Equity Advisors Inc. | 30,129 | 26,753 | -3,376 | -11.21% |
| Ameriprise Financial Inc. | 20,933 | 19,237 | -1,696 | -8.10% |
| Reitz Capital Advisors LLC | 47,788 | 44,193 | -3,595 | -7.52% |
| LPL Financial LLC | 123,586 | 115,988 | -7,598 | -6.15% |
| Lakeview Capital Partners LLC | 10,984 | 10,429 | -555 | -5.05% |
| CNH Partners LLC | 124,766 | 118,550 | -6,216 | -4.98% |
| Advisor Group Holdings Inc. | 127,680 | 122,817 | -4,863 | -3.81% |
| UBS Group AG | 149,742 | 145,083 | -4,659 | -3.11% |
| Sowell Financial Services LLC | 108,398 | 106,416 | -1,982 | -1.83% |
| Truist Financial Corp | 30,458 | 29,987 | -471 | -1.55% |
| Garrison Asset Management LLC | 43,475 | 42,902 | -573 | -1.32% |
| Saba Capital Management L.P. | 391,633 | 386,478 | -5,155 | -1.32% |
| BOKF NA | 14,755 | 14,562 | -193 | -1.31% |
| Invesco Ltd. | 13,662 | 13,504 | -158 | -1.16% |
| Baird Financial Group Inc. | 543,235 | 541,607 | -1,628 | -0.30% |
| Comerica Bank | 5,200 | 5,190 | -10 | -0.19% |
| 13F Filers Exiting FEN | ||||
| SFI Advisors LLC | 11,805 | 0 | -11,805 | -100.00% |
| Ameritas Advisory Services LLC | 11,765 | 0 | -11,765 | -100.00% |
| Elequin Capital LP | 206 | 0 | -206 | -100.00% |
| Parallel Advisors LLC | 601 | 0 | -601 | -100.00% |
| Quantedge Capital Pte Ltd | 10,543 | 0 | -10,543 | -100.00% |
| Landscape Capital Management L.L.C. | 13,256 | 0 | -13,256 | -100.00% |
| Cetera Advisor Networks LLC | 10,327 | 0 | -10,327 | -100.00% |
| Country Trust Bank | 8 | 0 | -8 | -100.00% |
See Summary: Institutional Holders of FEN
See Details: Top 10 Hedge Funds Holding FEN
Also See: FEN Insider Buying
