HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FUTY Share Count | ||||
| Sound Income Strategies LLC | 24 | 104 | +80 | +333.33% |
| American National Bank | 787 | 1,264 | +477 | +60.61% |
| Dynamic Advisor Solutions LLC | 65,427 | 77,218 | +11,791 | +18.02% |
| Raymond James & Associates | 33,095 | 38,235 | +5,140 | +15.53% |
| Yoder Wealth Management Inc. | 28,667 | 32,455 | +3,788 | +13.21% |
| Spire Wealth Management | 29 | 32 | +3 | +10.34% |
| Lynch & Associates IN | 9,933 | 10,889 | +956 | +9.62% |
| Maltin Wealth Management Inc. | 34,559 | 37,177 | +2,618 | +7.58% |
| Atlas Capital Advisors LLC | 18,686 | 20,049 | +1,363 | +7.29% |
| Robbins Farley LLC | 28 | 30 | +2 | +7.14% |
| Raymond James Financial Services Advisors Inc. | 13,473 | 14,315 | +842 | +6.25% |
| Brookstone Capital Management | 139,041 | 147,336 | +8,295 | +5.97% |
| Ellis Investment Partners LLC | 6,426 | 6,747 | +321 | +5.00% |
| Monumental Financial Group Inc. | 65,357 | 68,430 | +3,073 | +4.70% |
| Wealth Enhancement Advisory Services LLC | 9,285 | 9,396 | +111 | +1.20% |
| Cedar Brook Financial Partners LLC | 11,710 | 11,819 | +109 | +0.93% |
| Aurora Private Wealth Inc. | 6,188 | 6,237 | +49 | +0.79% |
| Conrad Siegel Investment Advisors Inc. | 74,648 | 75,039 | +391 | +0.52% |
| 13F Filers Reporting New Positions In FUTY | ||||
| Massmutual Trust Co. FSB ADV | 0 | 130 | +130 | +100% |
| Ballentine Partners LLC | 0 | 7,600 | +7,600 | +100% |
| Sawyer & Company Inc | 0 | 145 | +145 | +100% |
| Centennial Wealth Advisory LLC | 0 | 5,941 | +5,941 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 375 | 375 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 104 | 104 | UNCH | 0.00% |
| Hanson & Doremus Investment Management | 613 | 613 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 1 | 1 | UNCH | 0.00% |
| Pacifica Partners Inc. | 18 | 18 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 317 | 317 | UNCH | 0.00% |
| Activest Wealth Management | 37 | 37 | UNCH | 0.00% |
| 13F Filers Decreasing FUTY Share Count | ||||
| Gradient Investments LLC | 22 | 10 | -12 | -54.55% |
| Ballew Advisors Inc | 9,301 | 6,295 | -3,006 | -32.32% |
| CX Institutional | 20,452 | 13,921 | -6,531 | -31.93% |
| Sunbelt Securities Inc. | 22,189 | 15,238 | -6,951 | -31.33% |
| AdvisorNet Financial Inc | 302 | 230 | -72 | -23.84% |
| Galvin Gaustad & Stein LLC | 32,792 | 26,237 | -6,555 | -19.99% |
| Cambridge Investment Research Advisors Inc. | 249,133 | 215,059 | -34,074 | -13.68% |
| Demars Financial Group LLC | 13,781 | 12,007 | -1,774 | -12.87% |
| Accel Wealth Management | 8,632 | 7,599 | -1,033 | -11.97% |
| Financial Management Network Inc. | 30,291 | 26,761 | -3,530 | -11.65% |
| Exchange Capital Management Inc. | 10,991 | 10,181 | -810 | -7.37% |
| BKM Wealth Management LLC | 5,270 | 4,960 | -310 | -5.88% |
| Stableford Capital II LLC | 9,797 | 9,295 | -502 | -5.12% |
| Global Retirement Partners LLC | 2,927 | 2,800 | -127 | -4.34% |
| WBH Advisory Inc. | 6,829 | 6,719 | -110 | -1.61% |
| CWM LLC | 695 | 690 | -5 | -0.72% |
| 13F Filers Exiting FUTY | ||||
| Tennessee Valley Asset Management Partners | 27 | 0 | -27 | -100.00% |
| International Assets Investment Management LLC | 41,466 | 0 | -41,466 | -100.00% |
| Benchmark Financial Wealth Advisors LLC | 43,433 | 0 | -43,433 | -100.00% |
See Summary: Institutional Holders of FUTY
See Details: Top 10 Hedge Funds Holding FUTY
