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FTXN Holdings Changes image
This page summarizes the FTXN 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 FTXN 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 FTXN Share Count
Commonwealth Equity Services LLC 60,188 159,282 +99,094 +164.64%
OneAscent Financial Services LLC 10,475 12,784 +2,309 +22.04%
Cambridge Investment Research Advisors Inc. 63,407 75,862 +12,455 +19.64%
Iams Wealth Management LLC 21,197 24,507 +3,310 +15.62%
Mutual Advisors LLC 11,766 12,885 +1,119 +9.51%
Proequities Inc. 2,416 2,609 +193 +7.99%
CWM LLC 41,502 44,677 +3,175 +7.65%
International Assets Investment Management LLC 60,709 62,350 +1,641 +2.70%
Wagner Wealth Management LLC 40 41 +1 +2.50%
Financial Advisory Service Inc. 2,572 2,584 +12 +0.47%
J.W. Cole Advisors Inc. 7,333 7,360 +27 +0.37%
13F Filers Reporting New Positions In FTXN
North Star Investment Management Corp. 0 114 +114 +100%
Coastal Investment Advisors Inc. 0 101 +101 +100%
Total Clarity Wealth Management Inc. 0 19,147 +19,147 +100%
Ronald Blue Trust Inc. 0 48 +48 +100%
Activest Wealth Management 0 5,524 +5,524 +100%
Adamsbrown Wealth Consultants LLC 0 6,202 +6,202 +100%
13F Filers With Unchanged Share Count
Atwood & Palmer Inc. 680 680 UNCH 0.00%
AlphaMark Advisors LLC 2,450 2,450 UNCH 0.00%
Westside Investment Management Inc. 549 549 UNCH 0.00%
Capital Investment Advisory Services LLC 25 25 UNCH 0.00%
HighMark Wealth Management LLC 1,150 1,150 UNCH 0.00%
HFG Advisors Inc. 12,855 12,855 UNCH 0.00%
13F Filers Decreasing FTXN Share Count
Benjamin F. Edwards & Company Inc. 53,066 10,524 -42,542 -80.17%
Private Trust Co. NA 2,000 600 -1,400 -70.00%
Raymond James Financial Services Advisors Inc. 391,033 122,444 -268,589 -68.69%
Secure Asset Management LLC 75,363 26,316 -49,047 -65.08%
Raymond James & Associates 246,502 121,153 -125,349 -50.85%
Kestra Private Wealth Services LLC 14,699 9,702 -4,997 -34.00%
Janney Montgomery Scott LLC 35,916 32,453 -3,463 -9.64%
Apeiron RIA LLC 26,087 24,103 -1,984 -7.61%
Cyndeo Wealth Partners LLC 98,785 92,625 -6,160 -6.24%
Global Retirement Partners LLC 5,764 5,586 -178 -3.09%
Bank of New York Mellon Corp 34,572 33,594 -978 -2.83%
Private Advisor Group LLC 64,165 62,406 -1,759 -2.74%
NBC Securities Inc. 7,213 7,051 -162 -2.25%
Benjamin Edwards Inc. 1,780 1,741 -39 -2.19%
Park Avenue Securities LLC 10,122 9,901 -221 -2.18%
Stratos Wealth Partners LTD. 13,024 12,894 -130 -1.00%
Clarus Wealth Advisors 11,407 11,313 -94 -0.82%

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

FTXN Holdings Changes | www.HoldingsChannel.com

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