FDx Advisors, Inc.

All 13F Filings

Location
Berwyn, PA
Most recent 13F
Q4 2025
Holdings value ($000)
196,077
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 91 196,077 13F-HR FDx Advisors, Inc.
Q3 2025 11/4/2025 184 333,740 13F-HR FDx Advisors, Inc.
Q2 2025 8/7/2025 177 327,269 13F-HR FDx Advisors, Inc.
Q1 2014 5/15/2014 762 1,198,237 13F-HR FDx Advisors, Inc.
Q4 2013 2/14/2014 649 1,003,591 13F-HR FDx Advisors, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 27.28 K 13.9% 0 38.33 K -38.33 K
ETFs 166.8 K 85.1% 0 99.43 K -99.43 K
Debt 2.024 K 1.0% 96 0 96
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
196,077
Holdings
91
QoQ value change ($000)
-137,663 (-41.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.