HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FYX Share Count | ||||
| City Holding Co. | 5,331 | 8,005 | +2,674 | +50.16% |
| Wealth Enhancement Advisory Services LLC | 14,414 | 16,741 | +2,327 | +16.14% |
| Main Line Retirement Advisors LLC | 101,000 | 107,087 | +6,087 | +6.03% |
| Wealth Alliance Advisory Group LLC | 114,582 | 120,630 | +6,048 | +5.28% |
| Cyndeo Wealth Partners LLC | 8,712 | 8,887 | +175 | +2.01% |
| Mainsail Financial Group LLC | 32,142 | 32,428 | +286 | +0.89% |
| G&S Capital LLC | 12,219 | 12,259 | +40 | +0.33% |
| Independent Wealth Network Inc. | 4,616 | 4,631 | +15 | +0.32% |
| NBC Securities Inc. | 2,454 | 2,456 | +2 | +0.08% |
| 13F Filers Reporting New Positions In FYX | ||||
| Mather Group LLC. | 0 | 64 | +64 | +100% |
| Iams Wealth Management LLC | 0 | 3,464 | +3,464 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| AlphaMark Advisors LLC | 175 | 175 | UNCH | 0.00% |
| CWM LLC | 4,449 | 4,449 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 1,353 | 1,353 | UNCH | 0.00% |
| Tsfg LLC | 665 | 665 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 311 | 311 | UNCH | 0.00% |
| GAMMA Investing LLC | 387 | 387 | UNCH | 0.00% |
| 13F Filers Decreasing FYX Share Count | ||||
| LVZ Advisors Inc. | 22,660 | 11,713 | -10,947 | -48.31% |
| Retirement Guys Formula LLC | 25,406 | 22,687 | -2,719 | -10.70% |
| Daymark Wealth Partners LLC | 9,192 | 8,369 | -823 | -8.95% |
| DHJJ Financial Advisors Ltd. | 5,629 | 5,354 | -275 | -4.89% |
| Keystone Wealth Services LLC | 6,586 | 6,435 | -151 | -2.29% |
| Park National Corp OH | 87,889 | 86,065 | -1,824 | -2.08% |
| 13F Filers Exiting FYX | ||||
| International Assets Investment Management LLC | 4,395 | 0 | -4,395 | -100.00% |
| Well Done LLC | 2,191 | 0 | -2,191 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 115 | 0 | -115 | -100.00% |
See Summary: Institutional Holders of FYX
See Details: Top 10 Hedge Funds Holding FYX
