Statistiques de base
Propriétaires institutionnels | 197 total, 196 long only, 0 short only, 1 long/short - change of -0,50% MRQ |
Allocation moyenne du portefeuille | 0.2543 % - change of 1,45% MRQ |
Actions institutionnelles (Long) | 5 338 235 (ex 13D/G) - change of -0,04MM shares -0,69% MRQ |
Valeur institutionnelle (Long) | $ 665 790 USD ($1000) |
Participation institutionnels et actionnaires
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (US:FTC) détient 197 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 5,338,235 actions. Les principaux actionnaires incluent 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) 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 10, 2025 is 159,58 / share. Previously, on September 11, 2024, the share price was 124,11 / share. This represents an increase of 28,58% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 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 |