FYT Holdings Changes

This page summarizes the FYT 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 FYT 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).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing FYT Share Count
Raymond James & Associates	24,748	87,882	+63,134	+255.11%
Benjamin F. Edwards & Company Inc.	75,140	83,133	+7,993	+10.64%
Commonwealth Equity Services LLC	72,269	73,225	+956	+1.32%
Chicago Partners Investment Group LLC	8,540	8,543	+3	+0.04%
13F Filers Reporting New Positions In FYT
Simplicity Wealth LLC	0	275,221	+275,221	+100%
Accordant Advisory Group Inc	0	1,000	+1,000	+100%
13F Filers With Unchanged Share Count
NBC Securities Inc.	601	601	UNCH	0.00%
M&R Capital Management Inc.	8,320	8,320	UNCH	0.00%
CWM LLC	524	524	UNCH	0.00%
Cranbrook Wealth Management LLC	1,820	1,820	UNCH	0.00%
Sunbelt Securities Inc.	250	250	UNCH	0.00%
Cornerstone Wealth Management LLC	5,810	5,810	UNCH	0.00%
Pinnacle Bank	11,413	11,413	UNCH	0.00%
Global Retirement Partners LLC	228	228	UNCH	0.00%
MTM Investment Management LLC	605	605	UNCH	0.00%
DHJJ Financial Advisors Ltd.	74	74	UNCH	0.00%
Spire Wealth Management	77	77	UNCH	0.00%
13F Filers Decreasing FYT Share Count
Raymond James Financial Services Advisors Inc.	58,052	42,399	-15,653	-26.96%
Cambridge Investment Research Advisors Inc.	15,184	13,079	-2,105	-13.86%
Wagner Wealth Management LLC	3,850	3,841	-9	-0.23%
13F Filers Exiting FYT
International Assets Investment Management LLC	4,760	0	-4,760	-100.00%

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

FYT Holdings Changes | www.HoldingsChannel.com

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