Financial Partners Group, Inc Q3 2022 vs. Q4 2022: A Detailed Analysis of 13F Holdings Changes

Financial Partners Group, a well-known investment management firm, recently released its Q3 2022 and Q4 2022 13F holdings comparison, detailing the changes in holdings of various investment options. The data reveals a significant shift in share positions, with some experiencing substantial growth, while others take a significant downturn.

The report shows that JP Morgan Exchange Traded fund (JEPI) witnessed a notable increase in shares from 286,920 in Q3 2022 to 474,731 in Q4 2022, representing a 77.8% change. Similarly, PROSHARES TR (NOBL) saw an increase in shares from 195,692 to 243,411, reflecting a 45.1% change. Another fund that experienced a significant boost in its share position was FIRST TR EXCHANGE TRAD FD VI (FTGC), increasing from 899,446 to 996,437, representing a 5.1% change.

On the other hand, FIRST TR EXCHANGE-TRADED FD (RDVY) saw a decline in its share position from 675,121 in Q3 2022 to 371,905 in Q4 2022, reflecting a -31.3% change. INVESCO DB COMMDY INDX TRCK (DBC) also had a decrease in shares from 1,264,448 in Q3 2022 to 657,108 in Q4 2022, indicating a -47.2% change.

Looking at the individual stocks, iShares TR (IVV) saw a modest increase in shares, growing from 102,098 in Q3 2022 to 102,849 in Q4 2022, which equates to a 16.5% change. APPLE INC (AAPL) witnessed an 8.9% increase in shares, from 104,876 in Q3 2022 to 102,638 in Q4 2022.

MICROSOFT CORP (MSFT) also experienced an increase in shares from 38,055 to 38,008, reflecting a 16.4% change. Both ALPHABET INC stocks (GOOGL and GOOG) had a slight decline in shares during the period, while AMAZON COM INC (AMZN) reduced from 66,713 in Q3 2022 to 65,048 in Q4 2022, indicating a decline of 14.1%.

The report also highlights that there were some holdings that did not have any shares in Q3 2022. Still, they had shares in Q4 2022, including FRANKLIN TEMPLETON ETF TR (FLQH), AMPLIFY ETF TR (DIVO), SPDR SER TR (SJNK), and PROSHARES TR (REGL).

In conclusion, the Q3 2022 vs. Q4 2022 comparison of holdings by Financial Partners Group reveals that the majority of the funds experienced growth in their share position, while others, unfortunately, suffered a decline. The individual stocks saw a mix of increases and decreases. Overall, these changes emphasize the dynamic nature of market investments, which make it essential to stay up to date on holdings to make informed investment decisions.