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FLJH Holdings Changes image
This page summarizes the FLJH holdings changes quarter over quarter among those 13F filers that have reported for the 9/30/2023 period, comparing share count change from 6/30/2023 to 9/30/2023. Share count is compared over these two periods to provide an indication of whether FLJH 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).
Filer6/30/2023
 Share Count 
9/30/2023
 Share Count 
Change% Change
13F Filers Increasing FLJH Share Count
Orion Portfolio Solutions LLC 16,571 83,318 +66,747 +402.79%
WealthCare Investment Partners LLC 7,447 21,288 +13,841 +185.86%
Matrix Trust Co 3,474 7,953 +4,479 +128.93%
FirstPurpose Wealth LLC 11,966 21,768 +9,802 +81.92%
Cambridge Investment Research Advisors Inc. 127,248 229,005 +101,757 +79.97%
Alliance Wealth Advisors LLC UT 70,201 114,803 +44,602 +63.53%
Mather Group LLC. 18,163 29,089 +10,926 +60.16%
Portside Wealth Group LLC 133,911 212,485 +78,574 +58.68%
EisnerAmper Wealth Management Corporate Benefits LLC 90,041 139,060 +49,019 +54.44%
Continuum Advisory LLC 7,055 10,572 +3,517 +49.85%
Regimen Wealth LLC 8,589 12,868 +4,279 +49.82%
Wealth Management Solutions LLC 10,462 15,202 +4,740 +45.31%
Townsquare Capital LLC 563,660 813,885 +250,225 +44.39%
Bank of America Corp DE 3,149 4,427 +1,278 +40.58%
Baker Tilly Financial LLC 64,808 83,841 +19,033 +29.37%
Mercer Global Advisors Inc. ADV 53,714 69,166 +15,452 +28.77%
Great Valley Advisor Group Inc. 24,558 28,976 +4,418 +17.99%
3EDGE Asset Management LP 3,471,037 3,692,843 +221,806 +6.39%
13F Filers Reporting New Positions In FLJH
Proequities Inc. 0 0 UNCH 100%
FMR LLC 0 3 +3 +100%
Private Trust Co. NA 0 2,950 +2,950 +100%
LPL Financial LLC 0 14,713 +14,713 +100%
Envestnet Asset Management Inc. 0 17,229 +17,229 +100%
Susquehanna International Group LLP 0 110,324 +110,324 +100%
Carnegie Capital Asset Management LLC 0 7,892 +7,892 +100%
Sunbelt Securities Inc. 0 263 +263 +100%
Wealth Enhancement Advisory Services LLC 0 49,964 +49,964 +100%
Sowell Financial Services LLC 0 10,324 +10,324 +100%
GPS Wealth Strategies Group LLC 0 20 +20 +100%
Kingsview Wealth Management LLC 0 60,702 +60,702 +100%
Wallace Advisory Group LLC 0 83,524 +83,524 +100%
13F Filers With Unchanged Share Count
Morgan Stanley 398 398 UNCH 0.00%
13F Filers Decreasing FLJH Share Count
OLD Mission Capital LLC 86,269 11,244 -75,025 -86.97%
Advisor Group Holdings Inc. 58,911 51,199 -7,712 -13.09%
Jane Street Group LLC 166,951 157,827 -9,124 -5.47%
13F Filers Exiting FLJH
Dfpg Investments LLC 28,258 0 -28,258 -100.00%

See Summary: Institutional Holders of FLJH
See Details: Top 10 Hedge Funds Holding FLJH

FLJH Holdings Changes | www.HoldingsChannel.com

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