HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FTEC Share Count | ||||
| Sound Income Strategies LLC | 93 | 338 | +245 | +263.44% |
| Congress Wealth Management LLC DE | 5,043 | 9,714 | +4,671 | +92.62% |
| SeaCrest Wealth Management LLC | 2,982 | 4,243 | +1,261 | +42.29% |
| Marotta Asset Management | 8,884 | 10,433 | +1,549 | +17.44% |
| Stratos Wealth Partners LTD. | 6,911 | 8,041 | +1,130 | +16.35% |
| Atlas Capital Advisors LLC | 50,195 | 55,885 | +5,690 | +11.34% |
| Capital Planning LLC | 12,362 | 13,681 | +1,319 | +10.67% |
| Lynch & Associates IN | 19,613 | 21,361 | +1,748 | +8.91% |
| Traynor Capital Management Inc. | 41,911 | 44,454 | +2,543 | +6.07% |
| CAP Partners LLC | 7,749 | 8,147 | +398 | +5.14% |
| Sunbelt Securities Inc. | 13,035 | 13,536 | +501 | +3.84% |
| Brookstone Capital Management | 28,471 | 29,361 | +890 | +3.13% |
| Atlas Brown Inc. | 9,935 | 10,237 | +302 | +3.04% |
| CWM LLC | 1,329 | 1,361 | +32 | +2.41% |
| RFG Advisory LLC | 9,087 | 9,304 | +217 | +2.39% |
| Wealth Enhancement Advisory Services LLC | 17,095 | 17,382 | +287 | +1.68% |
| Dynamic Advisor Solutions LLC | 5,574 | 5,664 | +90 | +1.61% |
| Maltin Wealth Management Inc. | 15,226 | 15,338 | +112 | +0.74% |
| S. R. Schill & Associates | 2,002 | 2,009 | +7 | +0.35% |
| CX Institutional | 14,658 | 14,679 | +21 | +0.14% |
| Vicus Capital | 119,029 | 119,133 | +104 | +0.09% |
| Safeguard Financial LLC | 4,659 | 4,660 | +1 | +0.02% |
| 13F Filers Reporting New Positions In FTEC | ||||
| CHURCHILL MANAGEMENT Corp | 0 | 1,262,154 | +1,262,154 | +100% |
| Diversified Trust Co | 0 | 1,552 | +1,552 | +100% |
| Selective Wealth Management Inc. | 0 | 4,018 | +4,018 | +100% |
| Claro Advisors LLC | 0 | 9,223 | +9,223 | +100% |
| Bank of New Hampshire | 0 | 159 | +159 | +100% |
| Global Assets Advisory LLC | 0 | 29,469 | +29,469 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wiley BROS. Aintree Capital LLC | 1,682 | 1,682 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 300 | 300 | UNCH | 0.00% |
| Adirondack Trust Co. | 2,980 | 2,980 | UNCH | 0.00% |
| Mather Group LLC. | 2,150 | 2,150 | UNCH | 0.00% |
| MCF Advisors LLC | 121 | 121 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 652 | 652 | UNCH | 0.00% |
| Founders Capital Management | 12 | 12 | UNCH | 0.00% |
| Northwest Capital Management Inc | 25 | 25 | UNCH | 0.00% |
| CVA Family Office LLC | 568 | 568 | UNCH | 0.00% |
| Magnolia Capital Management Ltd. | 2,110 | 2,110 | UNCH | 0.00% |
| International Assets Investment Management LLC | 1,608 | 1,608 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 159 | 159 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 880 | 880 | UNCH | 0.00% |
| Williams & Novak LLC | 4,798 | 4,798 | UNCH | 0.00% |
| Barlow Wealth Partners Inc. | 1,459 | 1,459 | UNCH | 0.00% |
| PFS Partners LLC | 30 | 30 | UNCH | 0.00% |
| 13F Filers Decreasing FTEC Share Count | ||||
| American National Bank | 2,547 | 315 | -2,232 | -87.63% |
| Private Ocean LLC | 1,504 | 1,019 | -485 | -32.25% |
| Park Avenue Securities LLC | 11,487 | 8,676 | -2,811 | -24.47% |
| LexAurum Advisors LLC | 2,715 | 2,149 | -566 | -20.85% |
| RHS Financial LLC | 2,728 | 2,382 | -346 | -12.68% |
| Cooper Financial Group | 12,858 | 11,438 | -1,420 | -11.04% |
| Halpern Financial Inc. | 96,003 | 85,906 | -10,097 | -10.52% |
| Fifth Third Securities Inc. | 2,304 | 2,082 | -222 | -9.64% |
| Wealthcare Advisory Partners LLC | 2,699 | 2,459 | -240 | -8.89% |
| Buffington Mohr McNeal | 10,647 | 9,843 | -804 | -7.55% |
| Atlas Private Wealth Management | 9,433 | 9,008 | -425 | -4.51% |
| Daymark Wealth Partners LLC | 4,591 | 4,393 | -198 | -4.31% |
| Stratos Wealth Advisors LLC | 2,763 | 2,652 | -111 | -4.02% |
| Red Door Wealth Management LLC | 1,639 | 1,581 | -58 | -3.54% |
| NBC Securities Inc. | 201 | 194 | -7 | -3.48% |
| Rise Advisors LLC | 3,257 | 3,165 | -92 | -2.82% |
| Exchange Capital Management Inc. | 45,177 | 44,366 | -811 | -1.80% |
| AdvisorNet Financial Inc | 3,455 | 3,404 | -51 | -1.48% |
| BCS Wealth Management | 2,888 | 2,879 | -9 | -0.31% |
| Retirement Planning Group | 3,328 | 3,320 | -8 | -0.24% |
| 13F Filers Exiting FTEC | ||||
| Evergreen Private Wealth LLC | 140 | 0 | -140 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 1,089 | 0 | -1,089 | -100.00% |
| Fortitude Family Office LLC | 38 | 0 | -38 | -100.00% |
| Independent Wealth Network Inc. | 1,945 | 0 | -1,945 | -100.00% |
| Caerus Investment Advisors LLC | 4,039 | 0 | -4,039 | -100.00% |
| Elk River Wealth Management LLC | 1,746 | 0 | -1,746 | -100.00% |
| Investment Research & Advisory Group Inc. | 91 | 0 | -91 | -100.00% |
| Steel Peak Wealth Management LLC | 66,399 | 0 | -66,399 | -100.00% |
| Pacifica Partners Inc. | 13 | 0 | -13 | -100.00% |
| Sequent Asset Management LLC | 1,575 | 0 | -1,575 | -100.00% |
See Summary: Institutional Holders of FTEC
See Details: Top 10 Hedge Funds Holding FTEC
