Financial Partners Group, Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison
Ava Hoppe | 26 April, 2023
As an investor, it's essential to keep track of the changes in the holdings of a particular fund. In this article, we'll be discussing the Q3 2022 vs. Q4 2022 13F Holdings Comparison of the Financial Partners Group, Inc. fund. With a total of 44 holdings, the fund's assets were valued at $606.6 million in Q3 2022 and $606.7 in Q4 2022.
Let's dive into some of the significant changes in the fund's holdings:
IVV - ISHARES TR
The fund increased its holdings in ISHARES TR by 751 shares, with a value of $6,041,000. The increase represented a 0.74% change from Q3 2022 to Q4 2022.
JEPI - J P MORGAN EXCHANGE TRADED F
The fund had the most significant change in its holdings with JPMorgan Exchange-Traded F, increasing its shares by 187,811, with a value of $11,539,000. The increase represented a 65.35% change from Q3 2022 to Q4 2022.
RDVY - FIRST TR EXCHANGE-TRADED FD
First Trust Exchange-Traded FD's holdings decreased by 303,216 shares with a value of $8,220,000, representing a -42.59% change from Q3 2022 to Q4 2022.
DBC - INVESCO DB COMMDY INDX TRCK
The fund decreased its holdings in Invesco DB Commdy Indx Trck by 607,340 shares, with a value of $14,279,000, representing a -47.2% change from Q3 2022 to Q4 2022.
IGIB - ISHARES TR
The fund increased its holdings in ISHARES TR by 204,473 shares, with a value of $10,392,000, representing a 1706.5% change from Q3 2022 to Q4 2022.
FTRI - FIRST TR EXCHANGE TRADED FD
First Trust Exchange Traded FD had the most significant percentage change in holdings with a 3916% increase in shares, with a value of $10,155,000.
In conclusion, investors should always be aware of the changes in the holdings of a particular fund to make informed investment decisions. The Q3 2022 vs. Q4 2022 13F Holdings Comparison of the Financial Partners Group, Inc. fund showed significant changes in its holdings, with some holdings increasing while others decreased. While these changes may seem significant, investors need to research further to understand the reasons behind the changes and determine whether they align with their investment goals.
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