Flaharty Asset Management Q3/Q4 2022 Holdings Comparison: Which Stocks Saw the Biggest Changes in Investments?

Flaharty Asset Management, LLC is a renowned investment management company that manages a diverse portfolio of investments for its clients. One of the company's most significant responsibilities is managing the 13F holdings for its clients, which requires a constant evaluation of the funds and the allocation of stocks.

Recently, the company published the changes in holdings between Q3 and Q4 of 2022. Based on the data provided, here is an in-depth look at the biggest changes and which stocks were affected.

Overview of the Flaharty Asset Management 13F Holdings

Before we go into the details of the changes in holdings, it's worth noting that the Flaharty Asset Management, LLC 13F holdings include a mix of established and emerging companies. The company invests in a wide range of industries, including energy, financials, and technology. As of Q4 2022, the total value of 13F holdings was $1.25 billion.

The Top Investment Changes in Q3-Q4 2022

The most notable changes in Flaharty Asset Management's holdings between Q3 and Q4 of 2022 were as follows:

- First Trust Exchange-Traded Fund VI (FTGC): The company invested in 60,339 new shares of FTGC, taking its total shares to 603,394. The value of its investment increased from $2,475 to $14,777, representing an astounding 497.1% change.

- Global X Funds (PFFD, HSPX, QYLD): Flaharty Asset Management had a significant investment boost in Global X Funds between Q3 and Q4 of 2022, with the number of shares in Global X Funds increasing by almost 2 million. This increase was primarily due to the acquisition of new positions in PFFD, HSPX, and QYLD. The value of PFFD rose from $0 to $30,734, while the value of HSPX increased from $1,126 to $2,798, a massive 148.5% jump.

- Eaton Vance Tax-Managed Dive (ETY): Flaharty Asset Management liquidated almost 5,500 shares in ETY, decreasing its shares from 96,593 to 91,155, a 5.6% change. The value of its investment also decreased from $1,049 to $989.

Conclusion

In conclusion, Flaharty Asset Management's 13F holdings saw some significant changes between Q3 and Q4 of 2022. The addition of FTGC and the boost in the Global X Funds investment represent positive changes in the firm's holding that could yield long-term dividends. However, the decrease in investment in ETY may be viewed as a negative trend. Nonetheless, it's essential to note that the company's investment strategy is dynamic, and these changes may not mean a significant deviation from wealth maximization for its clients.