This page summarizes the FFEB 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 FFEB 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 3/31/2024 Change % Change 13F Filers Increasing FFEB Share Count
CWM LLC 20,764
159,200
+ 138,436 + 666.71%
Tanglewood Legacy Advisors LLC 1,325
8,298
+ 6,973 + 526.26%
SOA Wealth Advisors LLC. 1,052
3,684
+ 2,632 + 250.19%
Sunbelt Securities Inc. 8,589
11,996
+ 3,407 + 39.67%
LVZ Advisors Inc. 9,475
12,095
+ 2,620 + 27.65%
Keystone Wealth Services LLC 68,272
79,678
+ 11,406 + 16.71%
Fragasso Group Inc. 18,977
21,367
+ 2,390 + 12.59%
Maltin Wealth Management Inc. 28,640
29,368
+ 728 + 2.54%
DHJJ Financial Advisors Ltd. 19,532
19,580
+ 48 + 0.25%
13F Filers Reporting New Positions In FFEB
Legacy Private Trust Co. 0
6,877
+ 6,877 + 100%
Wealthcare Advisory Partners LLC 0
193,778
+ 193,778 + 100%
Fundamentun LLC 0
21,393
+ 21,393 + 100%
Sage Capital Advisors llc 0
4,760
+ 4,760 + 100%
Kingswood Wealth Advisors LLC 0
7,246
+ 7,246 + 100%
13F Filers With Unchanged Share Count
Cypress Wealth Services LLC 11,043
11,043
UNCH 0.00%
Cedar Brook Financial Partners LLC 5,800
5,800
UNCH 0.00%
13F Filers Decreasing FFEB Share Count
AdvisorNet Financial Inc 3,251
2,850
- 401 - 12.33%
Stratos Wealth Advisors LLC 534,735
497,489
- 37,246 - 6.97%
Key Client Fiduciary Advisors LLC 6,975
6,600
- 375 - 5.38%
Sovereign Financial Group Inc. 12,870
12,565
- 305 - 2.37%
NBC Securities Inc. 4,856
4,782
- 74 - 1.52%
See Summary: Institutional Holders of FFEB Top 10 Hedge Funds Holding FFEB
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