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FNX Holdings Changes image
This page summarizes the FNX 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 FNX 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 FNX Share Count
Kaydan Wealth Management Inc. 14,536 211,293 +196,757 +1353.58%
Stratos Wealth Partners LTD. 27,347 30,844 +3,497 +12.79%
Wealth Enhancement Advisory Services LLC 7,731 8,277 +546 +7.06%
Priebe Wealth Holdings LLC 25,434 26,200 +766 +3.01%
CWM LLC 8,755 8,762 +7 +0.08%
BKA Wealth Consulting Inc. 2,135 2,136 +1 +0.05%
13F Filers Reporting New Positions In FNX
Mather Group LLC. 0 199 +199 +100%
Sound Income Strategies LLC 0 10 +10 +100%
13F Filers With Unchanged Share Count
City Holding Co. 825 825 UNCH 0.00%
Baldwin Brothers Inc. MA 330 330 UNCH 0.00%
Sunbelt Securities Inc. 202 202 UNCH 0.00%
Pinnacle Bank 100 100 UNCH 0.00%
Trifecta Capital Advisors LLC 134 134 UNCH 0.00%
13F Filers Decreasing FNX Share Count
LVZ Advisors Inc. 40,164 15,820 -24,344 -60.61%
NBC Securities Inc. 14,808 13,639 -1,169 -7.89%
DHJJ Financial Advisors Ltd. 16,164 15,843 -321 -1.99%
Independent Wealth Network Inc. 4,135 4,059 -76 -1.84%
Park National Corp OH 17,743 17,443 -300 -1.69%
Southland Equity Partners LLC 7,498 7,430 -68 -0.91%
Keystone Wealth Services LLC 8,633 8,566 -67 -0.78%
13F Filers Exiting FNX
International Assets Investment Management LLC 56,784 0 -56,784 -100.00%
Cedar Brook Financial Partners LLC 2,230 0 -2,230 -100.00%
Moisand Fitzgerald Tamayo LLC 106 0 -106 -100.00%
RFG Advisory LLC 3,516 0 -3,516 -100.00%

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

FNX Holdings Changes | www.HoldingsChannel.com

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