Statistiche di base
Proprietari istituzionali | 197 total, 196 long only, 0 short only, 1 long/short - change of -0,50% MRQ |
Allocazione media del portafoglio | 0.2543 % - change of 1,48% MRQ |
Azioni istituzionali (Long) | 5.338.235 (ex 13D/G) - change of -0,04MM shares -0,69% MRQ |
Valore istituzionale (Long) | $ 665.790 USD ($1000) |
Proprietà istituzionale e azionisti
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (US:FTC) ha 197 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 5,338,235 azioni. I maggiori azionisti includono 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 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%.
The share price as of September 5, 2025 is 156,58 / share. Previously, on September 9, 2024, the share price was 122,50 / share. This represents an increase of 27,82% over that period.
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
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |