NewEdge Wealth, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is NFRA and the CUSIP is 33939L795. A total of 106 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2023$681,164
+65.3%
13,008
+44.0%
0.02%
+21.1%
Q3 2022$412,000
-11.8%
9,0320.0%0.02%
-9.5%
Q2 2022$467,000
-10.0%
9,0320.0%0.02%
-8.7%
Q1 2022$519,000
+0.2%
9,0320.0%0.02%
+4.5%
Q4 2021$518,0009,0320.02%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 1,711,800$82,906,4086.54%
Alaska Permanent Capital Management 1,227,737$59,582,0775.28%
Alaska Wealth Advisors 660,531$31,991,0435.10%
Landmark Financial Advisors, LLC 205,953$9,974,7784.06%
United Bank 113,122$5,478,7563.28%
Austin Wealth Management, LLC 115,273$5,891,6211.82%
Boltwood Capital Management 63,369$3,069,1071.14%
WCG Wealth Advisors LLC 296,847$14,5561.07%
STEPH & CO 38,785$1,878,4471.05%
Missouri Trust & Investment Co 30,400$1,472,3420.66%
View complete list of FLEXSHARES TR shareholders