HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FXL Share Count | ||||
| Stratos Wealth Partners LTD. | 8,116 | 8,697 | +581 | +7.16% |
| RVW Wealth LLC | 175,615 | 184,274 | +8,659 | +4.93% |
| CWM LLC | 7,894 | 8,005 | +111 | +1.41% |
| 13F Filers Reporting New Positions In FXL | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 1,811 | +1,811 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 2,518 | 2,518 | UNCH | 0.00% |
| Papp L Roy & Associates | 1,843 | 1,843 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 300 | 300 | UNCH | 0.00% |
| Barrett & Company Inc. | 150 | 150 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 1,075 | 1,075 | UNCH | 0.00% |
| Asset Dedication LLC | 197 | 197 | UNCH | 0.00% |
| MCF Advisors LLC | 616 | 616 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 1,002 | 1,002 | UNCH | 0.00% |
| Cedar Brook Financial Partners LLC | 2,578 | 2,578 | UNCH | 0.00% |
| Legend Financial Advisors Inc. | 133 | 133 | UNCH | 0.00% |
| TruWealth Advisors LLC | 5,998 | 5,998 | UNCH | 0.00% |
| RWM Asset Management LLC | 2,196 | 2,196 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 7 | 7 | UNCH | 0.00% |
| Cyndeo Wealth Partners LLC | 2,642 | 2,642 | UNCH | 0.00% |
| 13F Filers Decreasing FXL Share Count | ||||
| NBC Securities Inc. | 337 | 279 | -58 | -17.21% |
| RFG Advisory LLC | 5,766 | 5,238 | -528 | -9.16% |
| SignalPoint Asset Management LLC | 13,939 | 13,325 | -614 | -4.40% |
| Ausdal Financial Partners Inc. | 10,745 | 10,435 | -310 | -2.89% |
| Apeiron RIA LLC | 3,448 | 3,362 | -86 | -2.49% |
| Clarus Wealth Advisors | 7,624 | 7,456 | -168 | -2.20% |
| International Assets Investment Management LLC | 5,141 | 5,091 | -50 | -0.97% |
| Park Avenue Securities LLC | 2,556 | 2,534 | -22 | -0.86% |
| Retirement Planning Group | 3,145 | 3,129 | -16 | -0.51% |
| 13F Filers Exiting FXL | ||||
| Firethorn Wealth Partners LLC | 1,768 | 0 | -1,768 | -100.00% |
| Wealth Enhancement Advisory Services LLC | 3,208 | 0 | -3,208 | -100.00% |
See Summary: Institutional Holders of FXL
See Details: Top 10 Hedge Funds Holding FXL
