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FTCS Holdings Changes image
This page summarizes the FTCS 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 FTCS 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 FTCS Share Count
Global Assets Advisory LLC 17,073 1,462,679 +1,445,606 +8467.21%
AdvisorNet Financial Inc 25 2,001 +1,976 +7904.00%
M&R Capital Management Inc. 20 161 +141 +705.00%
PFG Investments LLC 3,555 9,567 +6,012 +169.11%
GAMMA Investing LLC 2,039 4,751 +2,712 +133.01%
Confluence Wealth Services Inc. 5,887 12,955 +7,068 +120.06%
Allworth Financial LP 4,499 7,562 +3,063 +68.08%
Veriti Management LLC 3,234 4,763 +1,529 +47.28%
Walkner Condon Financial Advisors LLC 114,783 166,258 +51,475 +44.85%
Inscription Capital LLC 7,509 10,324 +2,815 +37.49%
Core Wealth Partners LLC 2,626 3,366 +740 +28.18%
Nations Financial Group Inc. IA ADV 39,171 49,762 +10,591 +27.04%
Lynch & Associates IN 3,213 3,949 +736 +22.91%
Daymark Wealth Partners LLC 22,953 28,120 +5,167 +22.51%
Strategic Planning Group LLC 107,705 125,763 +18,058 +16.77%
Flagship Harbor Advisors LLC 5,417 6,305 +888 +16.39%
CWM LLC 34,121 38,971 +4,850 +14.21%
City Holding Co. 9,323 10,386 +1,063 +11.40%
Founders Financial Securities LLC 3,398 3,756 +358 +10.54%
Kaydan Wealth Management Inc. 40,770 44,545 +3,775 +9.26%
Ashton Thomas Private Wealth LLC 17,171 18,743 +1,572 +9.15%
Eudaimonia Partners LLC 10,406 11,335 +929 +8.93%
Calton & Associates Inc. 4,579 4,954 +375 +8.19%
Private Trust Co. NA 16,356 17,486 +1,130 +6.91%
Total Clarity Wealth Management Inc. 2,878 3,077 +199 +6.91%
Southland Equity Partners LLC 69,700 74,461 +4,761 +6.83%
Eudaimonia Advisors LLC 20,495 21,792 +1,297 +6.33%
RiverTree Advisors LLC 121,549 128,935 +7,386 +6.08%
Cedrus LLC 55,215 58,326 +3,111 +5.63%
Kingswood Wealth Advisors LLC 41,004 42,744 +1,740 +4.24%
Wetzel Investment Advisors Inc. 45,202 47,056 +1,854 +4.10%
Papp L Roy & Associates 3,160 3,260 +100 +3.16%
Barrett & Company Inc. 43,903 45,174 +1,271 +2.90%
Bennett Associates Wealth Management 255,808 261,973 +6,165 +2.41%
Priebe Wealth Holdings LLC 11,554 11,804 +250 +2.16%
Ausdal Financial Partners Inc. 128,427 130,699 +2,272 +1.77%
Nilsine Partners LLC 106,616 107,918 +1,302 +1.22%
Iams Wealth Management LLC 40,177 40,631 +454 +1.13%
Summit Financial LLC 14,739 14,872 +133 +0.90%
First PREMIER Bank 16,864 16,989 +125 +0.74%
Fifth Third Securities Inc. 541,128 544,322 +3,194 +0.59%
SeaCrest Wealth Management LLC 5,625 5,655 +30 +0.53%
Kowal Investment Group LLC 488,399 489,910 +1,511 +0.31%
Spectrum Wealth Advisory Group LLC 7,651 7,672 +21 +0.27%
TL Private Wealth 9,876 9,902 +26 +0.26%
Sunbelt Securities Inc. 1,337 1,340 +3 +0.22%
GSG Advisors LLC 10,321 10,337 +16 +0.16%
HFG Advisors Inc. 19,302 19,327 +25 +0.13%
Summit Investment Advisory Services LLC 3,044 3,046 +2 +0.07%
Fragasso Group Inc. 6,962 6,965 +3 +0.04%
L.M. Kohn & Company 7,293 7,294 +1 +0.01%
O ROURKE & COMPANY Inc 6,749 6,750 +1 +0.01%
13F Filers Reporting New Positions In FTCS
Sound Income Strategies LLC 0 190 +190 +100%
Wiley BROS. Aintree Capital LLC 0 35,479 +35,479 +100%
Signature Securities Group Corporation 0 2,863 +2,863 +100%
Country Trust Bank 0 48 +48 +100%
Hanson & Doremus Investment Management 0 21 +21 +100%
Mather Group LLC. 0 426 +426 +100%
Hobart Private Capital LLC 0 64,471 +64,471 +100%
Coastal Investment Advisors Inc. 0 658 +658 +100%
IAG Wealth Partners LLC 0 235 +235 +100%
Morton Brown Family Wealth LLC 0 80 +80 +100%
Simplicity Wealth LLC 0 8,767 +8,767 +100%
Retireful LLC 0 7,327 +7,327 +100%
Register Financial Advisors LLC 0 0 UNCH 100%
Strategies Wealth Advisors LLC 0 5,470 +5,470 +100%
Focus Financial Network Inc. 0 8,673 +8,673 +100%
Voisard Asset Management Group Inc. 0 5,800 +5,800 +100%
Accordant Advisory Group Inc 0 22,359 +22,359 +100%
13F Filers With Unchanged Share Count
WASHINGTON TRUST Co 16,148 16,148 UNCH 0.00%
First Community Trust NA 1,260 1,260 UNCH 0.00%
AlphaMark Advisors LLC 1,550 1,550 UNCH 0.00%
Investment Partners Asset Management Inc. 7,817 7,817 UNCH 0.00%
GHP Investment Advisors Inc. 40 40 UNCH 0.00%
Narus Financial Partners LLC 2,757 2,757 UNCH 0.00%
Cypress Wealth Services LLC 2,757 2,757 UNCH 0.00%
Luken Investment Analytics LLC 568 568 UNCH 0.00%
Principle Wealth Partners LLC 5,154 5,154 UNCH 0.00%
Main Street Financial Solutions LLC 6,770 6,770 UNCH 0.00%
Criterion Capital Advisors LLC 910 910 UNCH 0.00%
Aspire Private Capital LLC 138 138 UNCH 0.00%
PSI Advisors LLC 800 800 UNCH 0.00%
WJ Wealth Management LLC 5,500 5,500 UNCH 0.00%
Lion Street Advisors LLC 2,663 2,663 UNCH 0.00%
Elevated Capital Advisors LLC 4,432 4,432 UNCH 0.00%
Center for Financial Planning Inc. 47 47 UNCH 0.00%
Hexagon Capital Partners LLC 547 547 UNCH 0.00%
LifePro Asset Management 5,030 5,030 UNCH 0.00%
Stephens Consulting LLC 886 886 UNCH 0.00%
25 LLC 2,650 2,650 UNCH 0.00%
Financial Perspectives Inc 381 381 UNCH 0.00%
13F Filers Decreasing FTCS Share Count
International Assets Investment Management LLC 2,986,058 36,669 -2,949,389 -98.77%
Cranbrook Wealth Management LLC 7,779 464 -7,315 -94.04%
Spire Wealth Management 23,354 4,678 -18,676 -79.97%
Global Retirement Partners LLC 107,878 31,100 -76,778 -71.17%
Farmers & Merchants Investments Inc. 91 34 -57 -62.64%
Fifth Third Bancorp 1,945 960 -985 -50.64%
Pinnacle Bank 1,554 854 -700 -45.05%
Harbor Investment Advisory LLC 599 340 -259 -43.24%
Wealthcare Advisory Partners LLC 27,490 16,563 -10,927 -39.75%
Stratos Wealth Advisors LLC 15,811 9,846 -5,965 -37.73%
Dynamic Advisor Solutions LLC 81,141 55,268 -25,873 -31.89%
Wagner Wealth Management LLC 196 140 -56 -28.57%
SignalPoint Asset Management LLC 85,529 62,417 -23,112 -27.02%
Moneywise Inc. 48,040 36,019 -12,021 -25.02%
OneAscent Financial Services LLC 76,724 59,768 -16,956 -22.10%
Centennial Wealth Advisory LLC 3,151 2,466 -685 -21.74%
tru Independence LLC 156,160 122,950 -33,210 -21.27%
TrueWealth Advisors LLC 3,344 2,657 -687 -20.54%
Triton Wealth Management PLLC 3,746 3,100 -646 -17.25%
Raymond James Trust CO. of NH 2,848 2,430 -418 -14.68%
Bank of New York Mellon Corp 98,360 83,940 -14,420 -14.66%
Quad Cities Investment Group LLC 29,371 25,312 -4,059 -13.82%
Saxon Interests Inc. 12,396 10,919 -1,477 -11.92%
PCG Wealth Advisors LLC 148,733 131,606 -17,127 -11.52%
Chicago Partners Investment Group LLC 11,972 10,766 -1,206 -10.07%
N.E.W. Advisory Services LLC 5,589 5,039 -550 -9.84%
DeDora Capital Inc. 36,358 32,891 -3,467 -9.54%
MTM Investment Management LLC 9,004 8,184 -820 -9.11%
Cambridge Investment Research Advisors Inc. 1,181,943 1,074,971 -106,972 -9.05%
NBC Securities Inc. 88,097 80,663 -7,434 -8.44%
Whitaker Myers Wealth Managers LTD. 19,653 18,026 -1,627 -8.28%
Twin Peaks Wealth Advisors LLC 27,154 24,942 -2,212 -8.15%
American Institute for Advanced Investment Management LLP 18,132 16,679 -1,453 -8.01%
Alliance Wealth Advisors LLC 3,127 2,920 -207 -6.62%
Fermata Advisors LLC 139,189 130,070 -9,119 -6.55%
ERn Financial LLC 43,566 40,768 -2,798 -6.42%
Raymond James Financial Services Advisors Inc. 3,417,675 3,216,435 -201,240 -5.89%
Stratos Wealth Partners LTD. 385,499 365,821 -19,678 -5.10%
Panoramic Investment Advisors LLC 8,783 8,347 -436 -4.96%
Wealth Enhancement Advisory Services LLC 64,537 61,619 -2,918 -4.52%
Cedar Brook Financial Partners LLC 52,794 50,852 -1,942 -3.68%
Capital Investment Advisory Services LLC 22,438 21,671 -767 -3.42%
Wolff Wiese Magana LLC 10,577 10,241 -336 -3.18%
Key Client Fiduciary Advisors LLC 66,230 64,248 -1,982 -2.99%
Cambridge Advisors Inc. 31,132 30,243 -889 -2.86%
KMG Fiduciary Partners LLC 10,809 10,510 -299 -2.77%
Keystone Wealth Services LLC 16,726 16,336 -390 -2.33%
BKA Wealth Consulting Inc. 59,358 58,000 -1,358 -2.29%
Raymond James Trust N.A. 49,323 48,244 -1,079 -2.19%
Triumph Capital Management 49,790 48,776 -1,014 -2.04%
Trust Co. of Oklahoma 11,852 11,629 -223 -1.88%
Strategy Asset Managers LLC 28,910 28,431 -479 -1.66%
DHJJ Financial Advisors Ltd. 68,695 67,565 -1,130 -1.64%
Purus Wealth Management LLC 57,742 56,832 -910 -1.58%
ForthRight Wealth Management LLC 37,271 36,704 -567 -1.52%
Kovack Advisors Inc. 8,682 8,558 -124 -1.43%
Cherry Creek Investment Advisors Inc. 19,256 18,982 -274 -1.42%
Park National Corp OH 497,927 490,858 -7,069 -1.42%
Brookstone Capital Management 5,655 5,575 -80 -1.41%
Essex Financial Services Inc. 40,594 40,041 -553 -1.36%
WealthCare Investment Partners LLC 3,238 3,198 -40 -1.24%
RFG Advisory LLC 21,505 21,243 -262 -1.22%
Park Avenue Securities LLC 25,549 25,258 -291 -1.14%
Cornerstone Wealth Management LLC 34,068 33,692 -376 -1.10%
Retirement Guys Formula LLC 5,698 5,636 -62 -1.09%
Strategic Blueprint LLC 62,275 61,619 -656 -1.05%
Independent Wealth Network Inc. 7,082 7,014 -68 -0.96%
Capital Asset Advisory Services LLC 3,002 2,985 -17 -0.57%
American Financial Advisors LLC 397,066 395,157 -1,909 -0.48%
Raymond James & Associates 2,645,536 2,641,678 -3,858 -0.15%
13F Filers Exiting FTCS
Swisher Financial Concepts Inc. 2,501 0 -2,501 -100.00%
SJS Investment Consulting Inc. 1,330 0 -1,330 -100.00%
Weitzel Financial Services Inc. 2,755 0 -2,755 -100.00%
Firethorn Wealth Partners LLC 3,203 0 -3,203 -100.00%
Elk River Wealth Management LLC 3,277 0 -3,277 -100.00%
Tennessee Valley Asset Management Partners 203 0 -203 -100.00%
Advisor Resource Council 4,324 0 -4,324 -100.00%
BCS Wealth Management 3,951 0 -3,951 -100.00%
Richardson Capital Management LLC 28 0 -28 -100.00%
Baldwin Brothers Inc. MA 282 0 -282 -100.00%

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

FTCS Holdings Changes | www.HoldingsChannel.com

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