FDx Advisors, Inc.
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 331,675
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 179 | 331,675 | 13F-HR | FDx Advisors, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.34 K | 20.6% | 6.091 K | 0 | 6.091 K |
| ETFs | 262.6 K | 79.2% | 13.51 K | 0 | 13.51 K |
| Debt | 773 | 0.2% | 0 | 1.15 K | -1.15 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
331,675
Holdings
179
QoQ value change ($000)
18,446
(5.9%)
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.