HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FIXD Share Count | ||||
| Simplicity Wealth LLC | 6,712 | 70,011 | +63,299 | +943.07% |
| Ashton Thomas Private Wealth LLC | 4,529 | 18,157 | +13,628 | +300.91% |
| Allworth Financial LP | 2,020 | 4,749 | +2,729 | +135.10% |
| American Institute for Advanced Investment Management LLP | 13,140 | 30,775 | +17,635 | +134.21% |
| GDS Wealth Management | 113,150 | 253,535 | +140,385 | +124.07% |
| Capital Investment Advisory Services LLC | 2,945 | 5,571 | +2,626 | +89.17% |
| Core Wealth Partners LLC | 13,568 | 23,775 | +10,207 | +75.23% |
| AlphaMark Advisors LLC | 95,077 | 136,631 | +41,554 | +43.71% |
| Signal Advisors Wealth LLC | 27,558 | 39,467 | +11,909 | +43.21% |
| Cedrus LLC | 141,823 | 196,271 | +54,448 | +38.39% |
| Vicus Capital | 21,922 | 30,016 | +8,094 | +36.92% |
| Twin Peaks Wealth Advisors LLC | 191,674 | 255,465 | +63,791 | +33.28% |
| TCP Asset Management LLC | 228,582 | 302,013 | +73,431 | +32.12% |
| Madrona Financial Services LLC | 132,993 | 173,300 | +40,307 | +30.31% |
| Triumph Capital Management | 161,710 | 205,117 | +43,407 | +26.84% |
| Capital Asset Advisory Services LLC | 362,974 | 450,656 | +87,682 | +24.16% |
| Strategic Financial Concepts LLC | 105,472 | 130,767 | +25,295 | +23.98% |
| Columbia Advisory Partners LLC | 22,460 | 27,827 | +5,367 | +23.90% |
| Fifth Third Securities Inc. | 84,251 | 102,671 | +18,420 | +21.86% |
| Andina Capital Management LLC | 176,576 | 203,361 | +26,785 | +15.17% |
| KG&L Capital Management LLC | 4,838 | 5,563 | +725 | +14.99% |
| Keystone Wealth Services LLC | 36,390 | 41,744 | +5,354 | +14.71% |
| TrueWealth Advisors LLC | 26,479 | 30,266 | +3,787 | +14.30% |
| Raymond James Trust N.A. | 16,423 | 18,673 | +2,250 | +13.70% |
| Inspirion Wealth Advisors LLC | 44,312 | 49,543 | +5,231 | +11.80% |
| LexAurum Advisors LLC | 180,516 | 200,950 | +20,434 | +11.32% |
| Dynamic Advisor Solutions LLC | 100,138 | 110,604 | +10,466 | +10.45% |
| Retirement Planning Group | 10,767 | 11,780 | +1,013 | +9.41% |
| Strategic Blueprint LLC | 19,525 | 21,053 | +1,528 | +7.83% |
| Ausdal Financial Partners Inc. | 87,460 | 94,184 | +6,724 | +7.69% |
| Allen Capital Group LLC | 1,073,912 | 1,154,577 | +80,665 | +7.51% |
| Accel Wealth Management | 5,926 | 6,357 | +431 | +7.27% |
| LVZ Advisors Inc. | 1,179,297 | 1,261,715 | +82,418 | +6.99% |
| WealthCare Investment Partners LLC | 32,277 | 34,387 | +2,110 | +6.54% |
| Bennett Associates Wealth Management | 129,290 | 137,486 | +8,196 | +6.34% |
| Capital Planning LLC | 130,734 | 138,782 | +8,048 | +6.16% |
| Landmark Wealth Management LLC | 121,039 | 127,970 | +6,931 | +5.73% |
| Raymond James & Associates | 1,966,442 | 2,073,452 | +107,010 | +5.44% |
| GSG Advisors LLC | 17,668 | 18,601 | +933 | +5.28% |
| Nations Financial Group Inc. IA ADV | 137,320 | 144,402 | +7,082 | +5.16% |
| Security Financial Services INC. | 23,398 | 24,593 | +1,195 | +5.11% |
| Long Run Wealth Advisors LLC | 695,268 | 729,628 | +34,360 | +4.94% |
| Howard Financial Services LTD. | 393,896 | 413,109 | +19,213 | +4.88% |
| O Connor Financial Group LLC | 369,629 | 386,710 | +17,081 | +4.62% |
| Cambridge Investment Research Advisors Inc. | 838,198 | 876,390 | +38,192 | +4.56% |
| Dominguez Wealth Management Solutions Inc. | 301,215 | 313,828 | +12,613 | +4.19% |
| Elevated Capital Advisors LLC | 25,421 | 26,421 | +1,000 | +3.93% |
| RFG Advisory LLC | 69,453 | 71,912 | +2,459 | +3.54% |
| Westside Investment Management Inc. | 49,957 | 51,597 | +1,640 | +3.28% |
| SNS Financial Group LLC | 291,117 | 299,812 | +8,695 | +2.99% |
| Stratos Wealth Partners LTD. | 151,048 | 155,226 | +4,178 | +2.77% |
| Stablepoint Partners LLC | 8,854 | 9,099 | +245 | +2.77% |
| Raymond James Financial Services Advisors Inc. | 3,173,068 | 3,249,921 | +76,853 | +2.42% |
| Cyndeo Wealth Partners LLC | 512,214 | 522,786 | +10,572 | +2.06% |
| Centennial Wealth Advisory LLC | 59,299 | 60,357 | +1,058 | +1.78% |
| Spire Wealth Management | 677,843 | 687,815 | +9,972 | +1.47% |
| Clarus Wealth Advisors | 10,107 | 10,237 | +130 | +1.29% |
| Genesee Capital Advisors LLC | 4,772 | 4,831 | +59 | +1.24% |
| Rise Advisors LLC | 776 | 785 | +9 | +1.16% |
| Sunbelt Securities Inc. | 555 | 561 | +6 | +1.08% |
| International Assets Investment Management LLC | 4,840 | 4,889 | +49 | +1.01% |
| TRUE Private Wealth Advisors | 10,085 | 10,150 | +65 | +0.64% |
| Sugarloaf Wealth Management LLC | 176 | 177 | +1 | +0.57% |
| RDA Financial Network | 43,284 | 43,466 | +182 | +0.42% |
| 13F Filers Reporting New Positions In FIXD | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 15,936 | +15,936 | +100% |
| L.M. Kohn & Company | 0 | 13,946 | +13,946 | +100% |
| Mather Group LLC. | 0 | 144 | +144 | +100% |
| Brookstone Capital Management | 0 | 12,697 | +12,697 | +100% |
| Ritholtz Wealth Management | 0 | 6,080 | +6,080 | +100% |
| Inscription Capital LLC | 0 | 6,337 | +6,337 | +100% |
| Milestone Asset Management LLC | 0 | 9,210 | +9,210 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 4,943 | +4,943 | +100% |
| Focus Financial Network Inc. | 0 | 6,089 | +6,089 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| AdvisorNet Financial Inc | 71 | 71 | UNCH | 0.00% |
| Gradient Investments LLC | 193 | 193 | UNCH | 0.00% |
| HBW Advisory Services LLC | 155,340 | 155,340 | UNCH | 0.00% |
| Lion Street Advisors LLC | 5,545 | 5,545 | UNCH | 0.00% |
| Grant GrossMendelsohn LLC | 26,710 | 26,710 | UNCH | 0.00% |
| Sunflower Bank N.A. | 6,850 | 6,850 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 480 | 480 | UNCH | 0.00% |
| HTLF Bank | 8,673 | 8,673 | UNCH | 0.00% |
| Evergreen Private Wealth LLC | 807 | 807 | UNCH | 0.00% |
| 13F Filers Decreasing FIXD Share Count | ||||
| Sweet Financial Partners LLC | 421,532 | 12,984 | -408,548 | -96.92% |
| Founders Financial Securities LLC | 235,116 | 10,809 | -224,307 | -95.40% |
| Sound Income Strategies LLC | 1,439 | 87 | -1,352 | -93.95% |
| Wagner Wealth Management LLC | 29,165 | 2,242 | -26,923 | -92.31% |
| Advance Capital Management Inc. | 499,592 | 67,527 | -432,065 | -86.48% |
| Q3 Asset Management | 17,184 | 5,582 | -11,602 | -67.52% |
| Moneywise Inc. | 21,329 | 8,936 | -12,393 | -58.10% |
| Walkner Condon Financial Advisors LLC | 66,041 | 34,667 | -31,374 | -47.51% |
| First PREMIER Bank | 33,460 | 17,710 | -15,750 | -47.07% |
| SignalPoint Asset Management LLC | 219,367 | 133,952 | -85,415 | -38.94% |
| Park Avenue Securities LLC | 110,940 | 73,220 | -37,720 | -34.00% |
| Wealth Enhancement Advisory Services LLC | 236,294 | 159,323 | -76,971 | -32.57% |
| Bogart Wealth LLC | 15,152 | 10,896 | -4,256 | -28.09% |
| Quad Cities Investment Group LLC | 12,968 | 9,812 | -3,156 | -24.34% |
| Bank of New York Mellon Corp | 948,324 | 782,316 | -166,008 | -17.51% |
| OneAscent Financial Services LLC | 30,825 | 25,559 | -5,266 | -17.08% |
| Private Trust Co. NA | 18,735 | 16,292 | -2,443 | -13.04% |
| Cambridge Advisors Inc. | 55,761 | 50,527 | -5,234 | -9.39% |
| Paul Damon & Associates Inc. | 118,401 | 107,648 | -10,753 | -9.08% |
| NBC Securities Inc. | 31,933 | 29,174 | -2,759 | -8.64% |
| Lunt Capital Management Inc. | 64,925 | 59,623 | -5,302 | -8.17% |
| CWM LLC | 114,103 | 107,577 | -6,526 | -5.72% |
| Colton Groome Financial Advisors LLC | 14,335 | 13,555 | -780 | -5.44% |
| Kowal Investment Group LLC | 21,219 | 20,128 | -1,091 | -5.14% |
| Iams Wealth Management LLC | 217,630 | 208,136 | -9,494 | -4.36% |
| ERn Financial LLC | 159,026 | 152,157 | -6,869 | -4.32% |
| Global Retirement Partners LLC | 39,458 | 38,104 | -1,354 | -3.43% |
| Cornerstone Wealth Management LLC | 227,956 | 223,827 | -4,129 | -1.81% |
| Berger Financial Group Inc | 5,596 | 5,499 | -97 | -1.73% |
| Pinnacle Bank | 7,800 | 7,692 | -108 | -1.38% |
| American Financial Advisors LLC | 707,127 | 697,429 | -9,698 | -1.37% |
| First Pacific Financial | 256,158 | 255,237 | -921 | -0.36% |
| Signature Wealth Management Group | 31,513 | 31,465 | -48 | -0.15% |
| Defined Wealth Management LLC | 26,293 | 26,268 | -25 | -0.10% |
| 13F Filers Exiting FIXD | ||||
| Peterson Financial Group Inc. | 5,299 | 0 | -5,299 | -100.00% |
| Independence Bank of Kentucky | 83 | 0 | -83 | -100.00% |
| Peterson Wealth Advisors LLC | 7,156 | 0 | -7,156 | -100.00% |
| Meridian Wealth Management LLC | 4,792 | 0 | -4,792 | -100.00% |
| Chicago Partners Investment Group LLC | 5,059 | 0 | -5,059 | -100.00% |
| Financial Designs Corp | 142,486 | 0 | -142,486 | -100.00% |
| Simplex Trading LLC | 100 | 0 | -100 | -100.00% |
See Summary: Institutional Holders of FIXD
See Details: Top 10 Hedge Funds Holding FIXD
