Statistiques de base
Propriétaires institutionnels | 192 total, 192 long only, 0 short only, 0 long/short - change of 3,78% MRQ |
Allocation moyenne du portefeuille | 0.1848 % - change of -31,36% MRQ |
Actions institutionnelles (Long) | 6 418 265 (ex 13D/G) - change of -0,27MM shares -4,03% MRQ |
Valeur institutionnelle (Long) | $ 706 727 USD ($1000) |
Participation institutionnels et actionnaires
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund (US:FNX) détient 192 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 6,418,265 actions. Les principaux actionnaires incluent Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Royal Bank Of Canada, UBS Group AG, Baird Financial Group, Inc., Cetera Investment Advisers, HighTower Advisors, LLC, and Three Cord True Wealth Management, LLC .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund (NasdaqGM:FNX) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 5, 2025 is 125,03 / share. Previously, on September 9, 2024, the share price was 110,52 / share. This represents an increase of 13,13% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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.
Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Goldman Sachs Group Inc | 6 663 | 765 | ||||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 14 716 | 1,48 | 1 690 | 6,96 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 882 | -0,59 | 1 939 | 4,76 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 10 919 | 0,83 | 1 254 | 6,27 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 2 109 | -0,19 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69 240 | -1,55 | 8 | 0,00 | ||||
2025-08-15 | 13F | Truefg, Llc | 2 315 | 266 | ||||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 1 970 | 0,00 | 226 | 5,61 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 1 755 | -46,49 | 202 | -43,70 | ||||
2025-08-11 | 13F | Citigroup Inc | 742 | 0,00 | 85 | 6,25 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 204 | -1,51 | 368 | 3,67 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 38 247 | -4,18 | 4 464 | 5,91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 012 | -1,46 | 116 | -1,69 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1 776 | 12,33 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 8 187 | -2,22 | 940 | 3,07 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 2 879 | -1,34 | 331 | 3,77 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 3 463 | 0,00 | 398 | 5,31 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 105 | 2,09 | 242 | 7,59 | ||||
2025-08-07 | 13F | PFG Advisors | 5 364 | -2,28 | 616 | 3,01 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 896 | 218 | ||||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 5 053 | 580 | ||||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 16 900 | 0,00 | 1 941 | 7,54 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 4 804 | -2,16 | 552 | 2,99 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 171 | -0,69 | 249 | 4,62 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 328 | -12,21 | 497 | -7,45 | ||||
2025-08-04 | 13F | Atria Investments Llc | 9 800 | -77,40 | 1 126 | -76,19 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 41 839 | -35,60 | 4 805 | -32,13 | ||||
2025-08-14 | 13F | Mariner, LLC | 3 709 | -6,20 | 426 | -1,16 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 931 | -6,39 | 6 | 0,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 553 | 18,44 | 6 495 | 24,83 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 825 | 0,00 | 95 | 5,62 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 5 384 | -2,18 | 618 | 3,17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94 332 | -3,11 | 10 836 | 2,11 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 31 | 4 | ||||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 3 355 | 0,00 | 385 | 5,48 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 42 671 | 6,86 | 4 901 | 12,62 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 275 | 0,00 | 30 | -6,45 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 11 736 | -90,02 | 1 348 | -89,49 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 007 | 15,08 | 690 | 21,30 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 414 | -0,82 | 1 655 | 4,55 | ||||
2025-08-14 | 13F | Comerica Bank | 19 256 | -0,95 | 2 212 | 4,39 | ||||
2025-08-12 | 13F | LPL Financial LLC | 914 162 | 0,26 | 104 991 | 5,66 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 10 195 | 0,00 | 1 171 | 5,31 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 290 | 0,00 | 33 | 6,45 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 100 | 0,00 | 11 | 10,00 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 51 000 | 51 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 90 | 0,00 | 11 | 11,11 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 1 866 | -2,81 | 214 | 2,39 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 53 | 0,00 | 6 | 20,00 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79 719 | 6,39 | 9 156 | 12,12 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 36 555 | 4,21 | 4 198 | 9,84 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 8 459 | -53,09 | 972 | -50,59 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 72 545 | -62,25 | 8 332 | -60,22 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 555 | 179 | ||||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 4 921 | 37,73 | 565 | 45,24 | ||||
2025-08-14 | 13F | Potentia Wealth | 8 253 | -20,96 | 948 | -16,71 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 15 099 | -0,12 | 1 734 | 5,28 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 16 275 | 0,75 | 1 869 | 6,19 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 3 854 | -13,86 | 443 | -9,24 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 1 857 | -27,86 | 213 | -23,93 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 204 | -0,49 | 24 | 4,55 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 78 | 0,00 | 9 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 365 | 0,18 | 387 | 5,46 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 1 939 | -1,57 | 223 | 3,74 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1 737 | -22,35 | 189 | -26,74 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 586 | -1,69 | 642 | 3,55 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 17 025 | -13,31 | 1 955 | -8,64 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 3 391 | 0,00 | 389 | 5,42 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 20 799 | -0,18 | 2 389 | 5,20 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 10 010 | -0,87 | 1 150 | 4,45 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 618 | -32,13 | 186 | -32,73 | ||||
2025-08-08 | 13F | Condor Capital Management | 2 918 | 0,00 | 335 | 5,35 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 1 778 | 204 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59 810 | -0,67 | 7 146 | 10,74 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 3 071 | 0,00 | 353 | 5,39 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53 200 | -5,64 | 6 | 0,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6 | -99,44 | 1 | -100,00 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 076 | 0,00 | 468 | 5,41 | ||||
2025-08-05 | 13F | Key FInancial Inc | 289 | 0,00 | 33 | 6,45 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 1 942 | 7,53 | 223 | 13,78 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2 077 | 0,05 | 239 | 9,68 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 90 823 | -2,33 | 10 431 | 2,94 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 409 | 7,47 | 4 756 | 13,24 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 94 | -95,36 | 11 | -95,52 | ||||
2025-08-06 | 13F | Bensler, LLC | 2 189 | 251 | ||||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 116 858 | 4,97 | 13 421 | 10,62 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 680 | 78 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 881 | 6,47 | 790 | 12,22 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 696 | -0,09 | 539 | 5,27 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 927 | 0,00 | 106 | 4,95 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 2 145 | 0 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 230 | -5,08 | 371 | 0,27 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 278 | -19,65 | 32 | -16,22 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 097 | 0,00 | 241 | 5,26 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 487 310 | -4,26 | 55 968 | 0,90 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 136 | 0,00 | 16 | 7,14 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 7 996 | -58,47 | 918 | -56,24 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 273 | 0,00 | 31 | 6,90 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 2 282 | -0,13 | 262 | 5,22 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 15 807 | 29,23 | 2 | 0,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 66,67 | 1 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 516 | 98,50 | 1 667 | 110,75 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 956 | 0,31 | 110 | -0,91 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 10 104 | -4,17 | 1 160 | 0,96 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 289 | 0,35 | 33 | 6,45 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 16 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 275 693 | 18,52 | 31 663 | 24,90 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 854 | 902 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 54 227 | -4,81 | 6 228 | 0,32 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 102 | -7,89 | 241 | -2,82 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 169 323 | -0,66 | 19 447 | 4,69 | ||||
2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2 843 | -7,48 | 327 | -2,40 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 134 | 0,00 | 15 | 7,14 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 122 | -50,00 | 14 | -39,13 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 11 539 | -22,07 | 1 325 | -17,85 | ||||
2025-07-24 | 13F | Blair William & Co/il | 409 | 47 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 14 259 | -74,48 | 1 638 | -73,12 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 41 | 0,00 | 5 | 0,00 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 3 269 | -0,94 | 356 | -6,56 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 21 279 | 2 488 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 18 408 | -3,00 | 2 114 | 2,22 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 553 | -2,12 | 408 | 3,29 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 854 | 0,00 | 98 | 5,38 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 26 484 | -27,87 | 3 042 | -23,99 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 276 | 0,00 | 32 | 3,33 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 898 | 0,00 | 103 | 6,19 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 31 699 | -4,38 | 3 641 | 0,77 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 2 725 | -2,12 | 313 | 2,97 | ||||
2025-07-25 | 13F | Cwm, Llc | 5 031 | 0,06 | 1 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40 988 | 285,15 | 4 707 | 306,13 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 11 161 | 13,48 | 1 281 | 20,30 | ||||
2025-08-08 | 13F | Creative Planning | 13 234 | -34,00 | 1 520 | -30,48 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 75 | -81,48 | 8 | -82,61 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3 647 | 0,00 | 419 | 5,29 | ||||
2025-08-14 | 13F | UBS Group AG | 223 675 | 11,43 | 25 689 | 17,44 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 12 684 | 6,13 | 1 457 | 11,83 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 782 117 | 14,99 | 89 826 | 21,18 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 2 084 | 0,00 | 239 | 5,29 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 4 178 | 100,10 | 480 | 111,01 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 151 | -14,65 | 2 659 | -10,08 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 64 951 | 75,22 | 7 460 | 73,91 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2 871 | -5,43 | 330 | -0,30 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 4 809 | -13,41 | 552 | -8,76 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2 367 | -17,35 | 272 | -13,14 | ||||
2025-08-12 | 13F | MAI Capital Management | 2 351 | 0,00 | 270 | 5,47 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3 645 | 1,25 | 419 | 6,63 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 3 468 | 5,73 | 398 | 11,48 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 7 186 | 0,08 | 825 | 5,50 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 044 | 0,19 | 120 | 5,31 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 228 | 0,50 | 256 | 5,81 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 11 144 | -0,13 | 1 280 | 5,18 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 339 | -59,70 | 843 | -57,56 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 406 | -7,85 | 276 | -3,16 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 7 267 | -0,62 | 835 | 4,77 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 26 128 | 1,58 | 3 001 | 7,03 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2 827 | 325 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 839 | -3,64 | 441 | 1,38 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 387 | 0,00 | 42 | -4,55 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1 758 | 202 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 | -25,00 | 1 | 0,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 075 | 1 785,96 | 123 | 1 950,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 176 257 | 7,28 | 20 243 | 13,06 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 1 987 | -26,35 | 228 | -22,45 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 243 | 28 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 131 | 245 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 417 | 278 | ||||||
2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11 295 | -8,87 | 1 297 | -3,93 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 900 | 0,00 | 333 | 5,38 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 112 844 | -8,94 | 127 810 | -4,03 | ||||
2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 815 | 208 | ||||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 849 | -1,09 | 1 476 | 4,24 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 457 | 101,93 | 397 | 113,44 | ||||
2025-08-11 | 13F | Tidemark, LLC | 889 | 0,00 | 102 | 6,25 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 103 936 | -28,05 | 11 937 | -24,18 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 3 861 | -0,23 | 443 | 5,23 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 94 | 0,00 | 11 | 22,22 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12 226 | 0,23 | 1 | 0,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 377 | 0,09 | 2 289 | 8,49 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 101 | 0,00 | 12 | 10,00 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 904 | 0,21 | 219 | 2,35 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 875 | -25,27 | 1 | -100,00 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 22 404 | 4,93 | 2 573 | 10,62 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8 918 | -1,90 | 1 024 | 3,43 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 856 | 0,11 | 213 | 5,45 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 479 | -61,01 | 170 | -59,08 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 2 096 | -0,14 | 241 | 5,26 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 125 891 | 1,31 | 14 459 | 6,77 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 387 | 44 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 23 690 | -1,59 | 2 721 | 3,70 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 001 | 0,00 | 344 | 8,86 | ||||
2025-08-13 | 13F | Alerus Financial Na | 258 | 30 |
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MX:FNX |