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FXI Holdings Changes image
This page summarizes the FXI 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 FXI 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 FXI Share Count
Sunbelt Securities Inc. 251 22,486 +22,235 +8858.57%
Private Trust Co. NA 100 4,024 +3,924 +3924.00%
Raymond James Financial Services Advisors Inc. 24,447 196,462 +172,015 +703.62%
Spire Wealth Management 6,535 26,726 +20,191 +308.97%
Hexagon Capital Partners LLC 382 1,495 +1,113 +291.36%
Executive Wealth Group LLC 55,425 166,089 +110,664 +199.66%
Raymond James & Associates 62,542 175,341 +112,799 +180.36%
Global Retirement Partners LLC 5,537 14,655 +9,118 +164.67%
Brookstone Capital Management 8,975 18,400 +9,425 +105.01%
Voisard Asset Management Group Inc. 300 600 +300 +100.00%
CWM LLC 243 438 +195 +80.25%
NBC Securities Inc. 540 915 +375 +69.44%
Lake Hills Wealth Management LLC 193,929 273,371 +79,442 +40.96%
Fluent Financial LLC 36,711 47,136 +10,425 +28.40%
Cutler Group LP 15,633 17,685 +2,052 +13.13%
Cambridge Investment Research Advisors Inc. 8,440 9,023 +583 +6.91%
13F Filers Reporting New Positions In FXI
Wetzel Investment Advisors Inc. 0 0 UNCH 100%
Calton & Associates Inc. 0 16,130 +16,130 +100%
L.M. Kohn & Company 0 18,440 +18,440 +100%
Deltec Asset Management LLC 0 22,200 +22,200 +100%
SOL Capital Management CO 0 10,500 +10,500 +100%
IMC Chicago LLC 0 73,571 +73,571 +100%
Spectrum Asset Management Inc. NB CA 0 77,957 +77,957 +100%
Financial Enhancement Group LLC 0 45,438 +45,438 +100%
Krilogy Financial LLC 0 116,906 +116,906 +100%
Summit Trail Advisors LLC 0 31,768 +31,768 +100%
Coastal Investment Advisors Inc. 0 6,504 +6,504 +100%
Pacifica Partners Inc. 0 500 +500 +100%
Parcion Private Wealth LLC 0 1,047,264 +1,047,264 +100%
Disciplined Investments LLC 0 26,106 +26,106 +100%
Hedges Asset Management LLC 0 11,400 +11,400 +100%
Byrne Asset Management LLC 0 17,863 +17,863 +100%
Mason & Associates Inc 0 9,100 +9,100 +100%
Global Assets Advisory LLC 0 53,485 +53,485 +100%
Park Edge Advisors LLC 0 90,601 +90,601 +100%
PFG Investments LLC 0 10,832 +10,832 +100%
13F Filers With Unchanged Share Count
City Holding Co. 55 55 UNCH 0.00%
Salem Investment Counselors Inc. 600 600 UNCH 0.00%
Factory Mutual Insurance Co. 498,000 498,000 UNCH 0.00%
Baldwin Brothers Inc. MA 80 80 UNCH 0.00%
Harbor Investment Advisory LLC 4,150 4,150 UNCH 0.00%
Banque Cantonale Vaudoise 2,100 2,100 UNCH 0.00%
SOA Wealth Advisors LLC. 541 541 UNCH 0.00%
Register Financial Advisors LLC 259 259 UNCH 0.00%
13F Filers Decreasing FXI Share Count
Solstein Capital LLC 21,044 8,902 -12,142 -57.70%
Upper Left Wealth Management LLC 15,650 13,240 -2,410 -15.40%
Hillcrest Wealth Advisors NY LLC 48,650 41,675 -6,975 -14.34%
Wealth Enhancement Advisory Services LLC 10,533 9,239 -1,294 -12.29%
Allspring Global Investments Holdings LLC 235,527 220,643 -14,884 -6.32%
PayPay Securities Corp 289 274 -15 -5.19%
Capital Investment Advisory Services LLC 593 568 -25 -4.22%
Personal Resources Investment & Strategic Management Inc. 19,544 18,764 -780 -3.99%
Viewpoint Capital Management LLC 60,418 58,558 -1,860 -3.08%
Zurcher Kantonalbank Zurich Cantonalbank 20,137 19,958 -179 -0.89%
13F Filers Exiting FXI
Prospect Financial Services LLC 8,526 0 -8,526 -100.00%
Oak Harbor Wealth Partners LLC 265 0 -265 -100.00%
Purus Wealth Management LLC 15,227 0 -15,227 -100.00%
International Assets Investment Management LLC 3,605 0 -3,605 -100.00%
Polianta Ltd 209,500 0 -209,500 -100.00%
Simplex Trading LLC 1,594,712 0 -1,594,712 -100.00%
ST Germain D J Co. Inc. 450 0 -450 -100.00%

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

FXI Holdings Changes | www.HoldingsChannel.com

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