Grunnleggende statistikk
Institusjonelle eiere | 197 total, 196 long only, 0 short only, 1 long/short - change of −0,50% MRQ |
Gjennomsnittlig porteføljeallokering | 0.2543 % - change of 1,45% MRQ |
Institusjonelle aksjer (Long) | 5 338 235 (ex 13D/G) - change of −0,04MM shares −0,69% MRQ |
Institusjonell verdi (Long) | $ 665 790 USD ($1000) |
Institusjonelt eierskap og aksjonærer
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (US:FTC) har 197 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 5,338,235 aksjer. De største aksjonærene inkluderer Morgan Stanley, LPL Financial LLC, Janney Montgomery Scott LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, UBS Group AG, Commonwealth Equity Services, Llc, First Trust Advisors Lp, Bank Of America Corp /de/, and Baird Financial Group, Inc. .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (NasdaqGM:FTC) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 9, 2025 is 159,06 / share. Previously, on September 10, 2024, the share price was 123,37 / share. This represents an increase of 28,93% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Wedbush Securities Inc | 2 166 | 0,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 192 066 | 0,59 | 29 | 12,00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 23 333 | 33,10 | 3 523 | 52,93 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12 545 | −2,28 | 1 894 | 10,90 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Beck Bode, LLC | 11 005 | −27,96 | 1 661 | −17,24 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 1 377 | −28,36 | 208 | −17,86 | ||||
2025-07-16 | 13F/A | CX Institutional | 114 984 | 22,36 | 17 | 41,67 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 1 504 | 227 | ||||||
2025-08-11 | 13F | Citigroup Inc | 5 434 | −3,46 | 820 | 10,96 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 87 | 0,00 | 7 | 0,00 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 16 212 | 2 448 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 104 | −80,27 | 16 | −79,17 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 928 | −3,33 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 323 | 73,98 | 1 256 | 100,00 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 10 780 | 0,00 | 1 627 | 14,90 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 1 526 | −3,72 | 230 | 10,58 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 821 | 0,05 | 275 | 14,64 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 3 253 | 0,00 | 427 | 0,00 | ||||
2025-08-07 | 13F | PFG Advisors | 3 353 | −7,17 | 506 | 6,75 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 2 246 | −8,25 | 339 | 5,61 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 2 000 | 0,00 | 302 | 14,89 | ||||
2025-07-15 | 13F | Well Done, LLC | 4 875 | 0,00 | 736 | 9,21 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 443 362 | −1,00 | 67 | 13,79 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 2 623 | 0,00 | 396 | 14,83 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5 097 | −1,49 | 769 | 13,25 | ||||
2025-05-02 | 13F | Schrum Private Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1 860 | 0,00 | 281 | 14,75 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31 337 | −2,57 | 4 731 | 11,93 | ||||
2025-08-14 | 13F | Mariner, LLC | 3 998 | 4,63 | 604 | 20,12 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 435 | 0,00 | 66 | 14,04 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34 721 | 9,60 | 5 242 | 25,93 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 16 248 | −8,26 | 2 453 | 5,37 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 371 | −1,39 | 1 566 | 13,32 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 4 801 | 0,00 | 725 | 14,92 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 1 828 | 0,00 | 276 | 14,11 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34 206 | 25,04 | 5 158 | 43,45 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 5 493 | −3,36 | 829 | 11,13 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 174 | 0,00 | 26 | 18,18 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 839 | −79,23 | 278 | −76,18 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 12 800 | 1 932 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 15 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 305 | 46 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 354 | −78,60 | 53 | −75,58 | ||||
2025-08-14 | 13F | Comerica Bank | 6 593 | −1,04 | 995 | 13,71 | ||||
2025-08-12 | 13F | LPL Financial LLC | 671 403 | −2,02 | 101 362 | 12,57 | ||||
2025-08-14 | 13F | Chicago Wealth Management, Inc. | 2 846 | −1,32 | 430 | 13,49 | ||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 500 | 0,00 | 75 | 15,38 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 955 | 9,29 | 1 050 | 25,48 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 11 273 | −5,64 | 2 | 0,00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 167 | −11,49 | 780 | 1,69 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 1 597 | 249 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3 775 | −0,26 | 570 | 14,49 | ||||
2025-07-15 | 13F | Xcel Wealth Management, LLC | 2 331 | 0,00 | 352 | 14,71 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 21 463 | −9,21 | 3 240 | 4,31 | ||||
2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37 571 | −2,06 | 5 672 | 12,54 | ||||
2025-07-07 | 13F | First Community Trust Na | 46 | 0,00 | 7 | 0,00 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 103 | 1 201,79 | 770 | 1 409,80 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 326 | 12,36 | 1 861 | 29,08 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 8 715 | −0,19 | 1 316 | 14,65 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 20 117 | −0,30 | 3 037 | 14,56 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 239 | −0,14 | 2 754 | 14,71 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 4 849 | −6,34 | 732 | 7,65 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 8 569 | −11,40 | 1 294 | 129 200,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 279 | −5,54 | 193 | 9,04 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 2 748 | −21,03 | 415 | −9,41 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 383 | −0,16 | 964 | 14,64 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 325 | 0,00 | 49 | 16,67 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 117 | −0,28 | 320 | 14,75 | ||||
2025-08-14 | 13F | Fmr Llc | 3 019 | 33,70 | 456 | 53,72 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 24 626 | 8,16 | 3 718 | 24,27 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 31 374 | 20,47 | 4 736 | 38,44 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4 557 | 0,00 | 711 | 18,70 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 723 | −0,88 | 2 223 | 13,89 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 266 | −6,34 | 40 | 8,11 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5 822 | −0,46 | 879 | 14,32 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 793 | −8,25 | 1 931 | 5,40 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 4 440 | 55,46 | 670 | 78,67 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 1 975 | 0,00 | 298 | 15,06 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 27 716 | 4 184 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 148 | 22 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 6 475 | 0,00 | 978 | 14,94 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 5 029 | −66,67 | 752 | −60,39 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6 664 | −2,93 | 1 006 | 11,53 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3 629 | −1,09 | 548 | 13,49 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 15 400 | 0,00 | 2 337 | 20,46 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 674 | −5,50 | 706 | 8,63 | ||||
2025-08-05 | 13F | Key FInancial Inc | 33 | 0,00 | 5 | 0,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 68 927 | −70,03 | 10 | −66,67 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 324 | −40,33 | 49 | −32,39 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 4 198 | 0,00 | 634 | 14,88 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 492 | −8,73 | 2 037 | 4,84 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 403 | 0,00 | 60 | 13,21 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 161 | 0,00 | 24 | 14,29 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5 047 | 0,00 | 762 | 14,93 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 28 135 | −9,03 | 4 249 | 4,53 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 157 | 45,32 | 1 081 | 66,92 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 189 | 29 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 970 | −0,38 | 751 | 14,33 | ||||
2025-08-07 | 13F | Allworth Financial LP | 9 298 | 0,04 | 1 404 | 15,28 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 13 863 | 33,68 | 2 | 100,00 | ||||
2025-07-21 | 13F | Hilltop National Bank | 688 | 0,00 | 104 | 8,42 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 268 160 | 37,84 | 40 484 | 58,38 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1 800 | 0,00 | 280 | 27,40 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 14 | 2 | ||||||
2025-04-28 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 6 058 | −28,60 | 915 | −17,95 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 160 | 32,23 | 24 | 60,00 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 845 | 0,00 | 430 | 15,01 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 141 | 100,96 | 474 | 131,22 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 2 000 | 0,00 | 302 | 14,89 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 805 | 0,05 | 586 | 13,13 | ||||
2025-07-17 | 13F | G&S Capital LLC | 7 161 | 1,00 | 1 081 | 16,11 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 40 934 | −2,09 | 6 180 | 12,49 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116 224 | −3,00 | 17 546 | 11,45 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 896 | 0,00 | 286 | 14,86 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 4 119 | 0,00 | 622 | 14,79 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 1 872 | 0,00 | 283 | 15,10 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 1 355 | 205 | ||||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 282 | 0,00 | 43 | 13,51 | ||||
2025-04-08 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2 489 | 0,00 | 376 | 14,68 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 116 | 0,00 | 18 | 13,33 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 530 | −38,89 | 835 | −29,86 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 3 598 | 543 | ||||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 78 709 | 8,28 | 11 883 | 24,41 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1 575 | 0,00 | 238 | 15,05 | ||||
2025-07-18 | 13F | Truist Financial Corp | 11 205 | −5,48 | 1 692 | 8,61 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 3 304 | 0,00 | 499 | 14,75 | ||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 61 314 | 33,01 | 9 257 | 52,81 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 510 | −1,65 | 379 | 12,84 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 406 | 6,84 | 363 | 16,72 | ||||
2025-07-22 | 13F | Strid Group, LLC | 2 509 | −17,52 | 379 | −5,26 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 38 022 | 79,41 | 5 740 | 106,18 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 5 771 | −13,50 | 871 | −0,57 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 883 | −56,78 | 2 247 | −50,35 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 21 162 | 1,45 | 3 195 | 16,53 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 4 736 | 53,32 | 715 | 76,30 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 35 | 5 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 070 | −12,81 | 313 | 0,32 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 32 616 | 338,33 | 4 924 | 403,99 | ||||
2025-08-14 | 13F | UBS Group AG | 237 805 | −9,99 | 35 901 | 3,41 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 15 504 | 153,17 | 2 310 | 187,19 | ||||
2025-07-29 | 13F | Spirit Of America Management Corp/ny | 1 207 | −9,79 | 185 | 5,14 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 29 260 | 28,64 | 4 417 | 47,82 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 2 029 | 0,00 | 316 | 18,42 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 41 381 | 0,51 | 6 247 | 15,49 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2 746 | −0,87 | 415 | 14,05 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 427 085 | −1,60 | 64 477 | 13,06 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2 962 | 0,00 | 447 | 14,91 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 228 | −18,50 | 4 262 | −6,35 | ||||
2025-07-25 | 13F | Cwm, Llc | 10 493 | −0,55 | 2 | 0,00 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 1 426 | 215 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 7 776 | 98,32 | 1 174 | 127,77 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 7 816 | −0,69 | 1 180 | 14,02 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 418 | −95,60 | 63 | −95,01 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 19 406 | 3,38 | 2 930 | 18,78 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 8 922 | 0,41 | 1 347 | 15,42 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3 729 | 2,19 | 563 | 17,33 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 2 854 | 0,00 | 431 | 14,97 | ||||
2025-08-12 | 13F | MAI Capital Management | 525 | 0,00 | 79 | 16,18 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 176 699 | −3,49 | 26 676 | 10,89 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 020 | −26,03 | 456 | −15,11 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 966 | 40,87 | 901 | 61,87 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 1 760 | 266 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 11 095 | −2,20 | 1 675 | 12,42 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 699 | 0,00 | 106 | 15,38 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 20 674 | 13,00 | 3 121 | 29,83 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 658 | −12,50 | 1 | |||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2 063 | 0,00 | 312 | 14,76 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6 405 | −3,03 | 967 | 11,42 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 145 646 | −8,23 | 21 988 | 5,44 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 22 650 | 502,23 | 3 419 | 592,11 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 10 232 | −9,07 | 1 545 | 4,47 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 083 | 124,22 | 164 | 158,73 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4 435 | 0,00 | 670 | 14,95 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 209 | 0,00 | 32 | 14,81 | ||||
2025-08-14 | 13F | Colony Group, LLC | 3 340 | 0,00 | 504 | 15,07 | ||||
2025-08-15 | 13F | Morgan Stanley | 785 040 | 7,44 | 118 518 | 23,44 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 209 | 0,00 | 183 | 15,19 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8 | 0,00 | 1 | 0,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 923 | −32,74 | 290 | −22,67 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2 209 | 0,00 | 333 | 14,83 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 42 995 | 84,54 | 6 | 100,00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 555 | 0,33 | 1 141 | 15,27 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 53 495 | −1,73 | 8 076 | 12,90 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 154 077 | 2,75 | 23 261 | 18,06 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 564 | 15,91 | 387 | 33,45 | ||||
2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132 255 | −3,22 | 19 967 | 11,20 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 390 | 0,00 | 59 | 13,73 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 144 | 24,51 | 477 | 44,11 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 10 098 | −0,33 | 2 | 0,00 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 1 861 | 1,75 | 281 | 16,67 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 371 | 51 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 3 291 | −1,47 | 497 | 13,24 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | 2 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 11 293 | 2,23 | 2 | 0,00 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4 022 | 17,57 | 611 | 36,08 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 19 437 | −0,22 | 2 934 | 14,65 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4 348 | 0,00 | 648 | 12,13 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 1 595 | 241 | ||||||
2025-08-05 | 13F | Huntington National Bank | 85 | 6,33 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 23 800 | 3 593 |