Statistiche di base
| Proprietari istituzionali | 203 total, 203 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Allocazione media del portafoglio | 0.0928 % - change of -12,96% MRQ |
| Azioni istituzionali (Long) | 9.741.004 (ex 13D/G) - change of -0,08MM shares -0,96% MRQ |
| Valore istituzionale (Long) | $ 781.879 USD ($1000) |
Proprietà istituzionale e azionisti
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (MX:FTA) ha 203 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 9,741,004 azioni. I maggiori azionisti includono Morgan Stanley, UBS Group AG, LPL Financial LLC, Envestnet Asset Management Inc, Bank Of America Corp /de/, Cetera Investment Advisers, Raymond James Financial Inc, Royal Bank Of Canada, IHT Wealth Management, LLC, and Wells Fargo & Company/mn .
(First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (BMV:FTA) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1.201 | 0,00 | 103 | 3,00 | ||||
| 2025-11-03 | 13F | RMR Capital Management, LLC | 12.744 | 8,65 | 1.062 | 15,08 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 2.777 | 3,04 | 231 | 9,48 | ||||
| 2025-11-14 | 13F | STAR Financial Bank | 6.801 | 0,00 | 567 | 5,99 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 343 | 0,00 | 30 | 3,57 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 55.375 | 1,82 | 4.614 | 7,90 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 11.847 | -0,15 | 1.021 | 3,24 | ||||
| 2025-11-12 | 13F | Blair William & Co/il | 1.415 | -65,71 | 118 | -63,89 | ||||
| 2025-11-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Proactive Wealth Strategies LLC | 5.607 | 0,59 | 483 | 4,09 | ||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 29.025 | -1,69 | 2.419 | 4,18 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 177 | 84,38 | 15 | 114,29 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.644 | -46,74 | 142 | -42,91 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 4.117 | 41,97 | 343 | 50,44 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 963 | 0,00 | 83 | 2,50 | ||||
| 2025-11-14 | 13F | Cetera Investment Advisers | 342.252 | 16,89 | 28.519 | 23,87 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 272.360 | 1,65 | 22.694 | 7,72 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 12.709 | -9,78 | 1.135 | -3,49 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 199.655 | -1,14 | 16.636 | 4,77 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 5.627 | 0,16 | 485 | 3,42 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 7.482 | 0,47 | 645 | 3,70 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 19.067 | 2,24 | 1.643 | 5,66 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 31.690 | -8,20 | 2.730 | -5,08 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 4.058 | 3,76 | 338 | 10,10 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 18.665 | 0,42 | 1.555 | 6,43 | ||||
| 2026-01-22 | 13F | City Holding Co | 165 | 0,00 | 14 | 7,69 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 2.403 | 200 | ||||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 200.322 | -3,28 | 16.692 | 2,49 | ||||
| 2025-11-03 | 13F | Tidemark, LLC | 3.169 | 0,00 | 264 | 6,02 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 1.850 | 36,13 | 155 | 46,23 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 206 | 17 | ||||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 10.082 | 2,63 | 840 | 8,81 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 156 | 0,65 | 13 | 8,33 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 227 | 0,00 | 19 | 5,88 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.180 | -0,69 | 360 | 2,86 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 70.747 | 3,30 | 6.095 | 6,80 | ||||
| 2025-11-05 | 13F | Smartleaf Asset Management LLC | 147 | 12 | ||||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 1.892 | -34,21 | 163 | -32,22 | ||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 91.939 | 131,53 | 7.661 | 145,36 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.261 | 6,48 | 453 | 10,22 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 5.814 | 0,48 | 484 | 6,61 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 923.866 | 5,89 | 76.982 | 12,21 | ||||
| 2025-11-21 | 13F/A | Tcfg Wealth Management, Llc | 13.959 | -0,09 | 1.163 | 5,92 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 563 | 0,00 | 49 | 4,35 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 42.308 | -2,86 | 3.645 | 0,41 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 297 | 0,00 | 25 | 4,35 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 3.234 | -1,52 | 279 | 1,83 | ||||
| 2025-11-13 | 13F | LaSalle St. Investment Advisors, LLC | 16.948 | 0,31 | 1 | 0,00 | ||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 20.384 | -0,46 | 1.699 | 5,47 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 19 | 2 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Janney Capital Management LLC | 3.263 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 158.983 | 2,98 | 14 | 8,33 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 784 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 8.008 | 0,00 | 690 | 3,30 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 2.835 | -0,04 | 244 | 3,39 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Clear Investment Research, Llc | 531 | 44 | ||||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 6.966 | 0,03 | 580 | 6,03 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 2.052 | 29.214,29 | 171 | |||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 30.933 | -0,28 | 2.578 | 5,66 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | 2.650 | 0,08 | 221 | 5,77 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 2.040 | 170 | ||||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 4.476 | 0,20 | 386 | 3,49 | ||||
| 2025-11-05 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | Eukles Asset Management | 9.182 | 2,17 | 765 | 8,36 | ||||
| 2025-11-06 | 13F | 1776 Wealth LLC | 4.369 | -14,62 | 364 | -9,45 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 4.371 | -4,94 | 377 | -1,83 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 6.354 | 532 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 8.901 | -2,51 | 767 | 0,79 | ||||
| 2025-11-03 | 13F | MTM Investment Management, LLC | 2.705 | -23,02 | 225 | -18,48 | ||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 3.678 | 21,55 | 0 | |||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 9.533 | -1,04 | 794 | 4,89 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 7.505 | -9,18 | 625 | -3,70 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 300 | 0,00 | 25 | 4,35 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 4.186 | 0,00 | 361 | 3,45 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 18.322 | -10,58 | 1.527 | -5,28 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7.008 | 0,01 | 551 | 2,61 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 15.148 | 3,29 | 1.305 | 6,71 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 207 | 0,00 | 17 | 6,25 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 3.374 | 281 | ||||||
| 2026-02-05 | 13F | Sequent Planning LLC | 2.730 | -4,11 | 235 | -0,84 | ||||
| 2026-02-04 | 13F | Triton Wealth Management, PLLC | 23.155 | -1,03 | 2.106 | 9,01 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Clearwater Capital Advisors, LLC | 6.494 | -1,28 | 541 | 4,64 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 195.229 | -2,18 | 16.268 | 3,66 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2.250 | -24,22 | 194 | -21,86 | ||||
| 2026-02-04 | 13F | Atria Investments Llc | 41.042 | -2,24 | 3.536 | 1,06 | ||||
| 2025-10-08 | 13F | Asset Allocation Strategies LLC | 2.883 | 240 | ||||||
| 2025-11-17 | 13F | GWM Advisors LLC | 27.799 | 6,99 | 2.316 | 13,36 | ||||
| 2026-02-04 | 13F | Avantax Planning Partners, Inc. | 2.855 | 0,00 | 246 | 3,38 | ||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 14.954 | -0,13 | 1.246 | 5,86 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 1.040 | 0,29 | 87 | 6,17 | ||||
| 2026-01-29 | 13F | UBS Group AG | 971.880 | 0,25 | 83.726 | 3,64 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 18.649 | 394,14 | 1.554 | 424,66 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 11.966 | 1.031 | ||||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 19.106 | 1,33 | 1.658 | 5,47 | ||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 898 | 0,00 | 75 | 5,71 | ||||
| 2025-11-14 | 13F | Luminist Capital LLC | 211 | 0,00 | 18 | 6,25 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 23.475 | -0,26 | 1.956 | 5,73 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 291.928 | 2,32 | 24.325 | 8,43 | ||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 15.443 | 77,22 | 1.282 | 87,55 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 10 | 0,00 | 1 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 1.601 | 0,00 | 138 | 3,01 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 301 | 25 | ||||||
| 2025-11-14 | 13F | Creative Planning | 39.576 | -8,67 | 3.298 | -3,23 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 226 | 47,71 | 19 | 58,33 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 613 | 0,00 | 53 | 1,96 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5.027 | 0,12 | 395 | 2,60 | ||||
| 2026-02-04 | 13F | Blackhawk Capital Partners LLC. | 8.720 | -5,91 | 751 | -2,72 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 3.108 | 0,19 | 259 | 6,17 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 6.085 | 20,07 | 524 | 24,17 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 11.401 | 0,70 | 951 | 6,74 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.553 | -12,29 | 651 | -9,34 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 1.552 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Traction Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 14.305 | 0,12 | 1.192 | 6,14 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 21.639 | -1,87 | 2 | 0,00 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 98.318 | -51,53 | 8.192 | -48,64 | ||||
| 2025-11-05 | 13F | Key FInancial Inc | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-11-13 | 13F | O'shaughnessy Asset Management, Llc | 668 | -3,19 | 56 | 1,85 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 76.887 | -5,06 | 6.624 | -1,84 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 138.081 | 3,03 | 11.895 | 6,52 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 300 | 0,00 | 26 | 4,17 | ||||
| 2026-02-05 | 13F | 626 Financial, LLC | 2.645 | 0,00 | 228 | 3,18 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 1.895 | 16,90 | 0 | |||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.702 | 5,42 | 225 | 11,94 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 5.131 | 0,00 | 454 | 4,86 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 30.472 | 2,59 | 2.539 | 8,74 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 2.500 | -10,71 | 215 | -7,73 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 10.013 | -3,80 | 834 | 1,96 | ||||
| 2025-11-12 | 13F | MGB Wealth Management, LLC | 5.638 | 0,09 | 470 | 6,11 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.235 | -48,32 | 451 | -46,68 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 66.299 | -4,47 | 6 | 0,00 | ||||
| 2025-10-31 | 13F/A | OneAscent Financial Services LLC | 22.985 | 2,82 | 1.915 | 191.400,00 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 7.339 | -2,09 | 632 | 1,28 | ||||
| 2025-10-29 | 13F | Arkadios Wealth Advisors | 14.473 | -2,94 | 1.206 | 2,82 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 2.914 | -15,93 | 251 | -12,85 | ||||
| 2025-10-30 | 13F | Envestnet Portfolio Solutions, Inc. | 7.467 | -23,00 | 622 | -18,37 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.007 | 2,04 | 265 | 7,29 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | 346.204 | 1,01 | 28.848 | 7,04 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 94.302 | 12,35 | 8.127 | 16,17 | ||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 140.361 | -8,51 | 11.688 | -3,06 | ||||
| 2026-02-02 | 13F | CX Institutional | 468 | -18,47 | 0 | |||||
| 2025-11-14 | 13F | Mariner, LLC | 14.934 | 138,75 | 1.244 | 153,36 | ||||
| 2026-01-27 | 13F | Morey & Quinn Wealth Partners, LLC | 7.650 | 0,00 | 659 | 3,45 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 84.860 | -15,20 | 7.071 | -10,13 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 40.717 | 5,23 | 3.393 | 11,51 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 154.141 | 0,65 | 13 | 0,00 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 215.525 | -10,40 | 17.959 | -5,05 | ||||
| 2025-10-31 | 13F | Bank of Jackson Hole Trust | 1.485 | 0,00 | 124 | 6,03 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 2.517 | 0,00 | 217 | 3,35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 85.016 | -18,71 | 6.685 | -16,69 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 60.088 | -0,24 | 5.176 | 3,15 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 2.052.051 | -0,99 | 170.990 | 4,92 | ||||
| 2025-11-14 | 13F | Integrity Alliance, Llc. | 2.474 | 206 | ||||||
| 2025-11-13 | 13F | Fmr Llc | 4.252 | 4,01 | 354 | 10,28 | ||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-22 | 13F | Gladstone Institutional Advisory LLC | 5.910 | 2,00 | 492 | 8,13 | ||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 267 | 0,00 | 0 | |||||
| 2025-11-06 | 13F | REAP Financial Group, LLC | 3.260 | 5,60 | 272 | 11,98 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 2.361 | 203 | ||||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 3.178 | -0,16 | 265 | 5,60 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 3.660 | 0,00 | 315 | 3,62 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 162.233 | -6,18 | 13.518 | -0,57 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 2.862 | 0,25 | 247 | 3,80 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 406.508 | -2,11 | 33.873 | 3,73 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | MAI Capital Management | 2.280 | 0,00 | 190 | 5,59 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 23.827 | -30,08 | 1.985 | -25,91 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 5.467 | 16,84 | 456 | 23,98 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 89.251 | 0,12 | 7.689 | 3,50 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 1.037 | 0,00 | 89 | 3,49 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 131 | 11 | ||||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 22.036 | -0,78 | 1.898 | 2,59 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 16.792 | -2,16 | 1.447 | 2,05 | ||||
| 2025-11-14 | 13F | Coppell Advisory Solutions LLC | 23.150 | -3,53 | 1.924 | 2,23 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 2.915 | -3,09 | 251 | 0,40 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 159 | 6,04 | ||||||
| 2025-11-14 | 13F | Pinnacle Family Advisors, LLC | 6.961 | -0,32 | 580 | 5,65 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 41.388 | 3,29 | 3.449 | 9,46 | ||||
| 2025-11-12 | 13F | Richmond Investment Services, LLC | 13.232 | -1,53 | 1.103 | 4,36 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 370 | -51,89 | 31 | -48,28 | ||||
| 2025-10-29 | 13F | Meitav Dash Investments Ltd | 7.550 | 0,00 | 629 | 6,07 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 14.051 | 0,12 | 1.211 | 3,51 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3.077 | 15,42 | 256 | 22,49 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9.239 | -28,61 | 796 | -26,25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 2.822 | 0,61 | 243 | 4,29 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 2.569 | 0,43 | 214 | 6,47 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 5.670 | -1,56 | 488 | 1,88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.548 | 138 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 2.950 | -14,89 | 254 | -11,81 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 37.782 | -1,25 | 3.255 | 2,07 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 56.194 | -0,47 | 4.682 | 5,47 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 4.143 | 0,00 | 357 | 3,19 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 6.895 | 575 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 141.002 | 2,03 | 12.147 | 5,50 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 13.864 | -41,76 | 1.155 | 115.400,00 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 49 | -99,18 | 2 | -99,60 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 3.772 | -0,21 | 325 | 3,18 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 210 | -15,66 | 18 | -10,00 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 14.907 | 187,00 | 1.284 | 197,22 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.298 | 3,58 | 801 | 7,09 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 40.902 | 3,22 | 3.524 | 6,73 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 4.341 | -15,87 | 374 | -13,05 | ||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 41.032 | 8,11 | 3.419 | 14,58 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 16.019 | -3,63 | 1.335 | 2,07 | ||||
| 2025-11-07 | 13F | Smithfield Trust Co | 600 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.947 | -2,94 | 168 | 0,00 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 55.085 | -5,80 | 4.745 | -2,61 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 217 | 0,00 | 19 | 0,00 |
Other Listings
| US:FTA | 92,41 USD |
