FEX FIRST TR EXCHANGE-TRADED ALP
FollowCOM SHS (fund)
210 managers (211 13F filers) reported a position in FEX shares at 2024-12-31, 7,191,945 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.
- Managers
- 210
- 13F filers
- 211
- New
- 10
- Added
- 62
- Reduced
- 75
- Sold out
- 10
- Shares held by filers
- 7,191,945
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sandy Spring Bank | 150 | $15.6K | <0.01% | 0 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 136 | $14.2K | <0.01% | +78 | 13F-HRTimeline |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 134 | $14K | <0.01% | 0 | 13F-HRTimeline |
| QUADRANT CAPITAL GROUP LLC | 120 | $12.5K | <0.01% | 0 | 13F-HRTimeline |
| Kozak & Associates, Inc. | 112 | $11.8K | <0.01% | +1 | 13F-HRTimeline |
| AlphaMark Advisors, LLC | 90 | $9K | <0.01% | 0 | 13F-HRTimeline |
| Sunbelt Securities, Inc. | 69 | $7.25K | <0.01% | 0 | 13F-HRTimeline |
| HOLLENCREST CAPITAL MANAGEMENT | 65 | $6.78K | <0.01% | 0 | 13F-HRTimeline |
| Synergy Asset Management, LLCin group Synergy Asset Management, LLC | 12 | $1.25K | <0.01% | new | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 2 | $299 | 0.03% | -2,884 | 13F-HRTimeline |