FDx Advisors, Inc.

All 13F Filings

Location
Berwyn, PA
Most recent 13F
Q1 2026
Holdings value ($000)
313,229
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
Q1 2026 5/1/2026 183 313,229 13F-HR FDx Advisors, Inc.
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.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 62.25 K 19.9% 34.97 K 0 34.97 K
ETFs 249.1 K 79.5% 82.29 K 0 82.29 K
Debt 1.923 K 0.6% 0 101 -101
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
5/1/2026
Total value ($000)
313,229
Holdings
183
QoQ value change ($000)
117,152 (59.7%)
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.