Grundlæggende statistik
| Institutionelle ejere | 203 total, 203 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0928 % - change of -12,96% MRQ |
| Institutionelle aktier (lange) | 9.812.783 (ex 13D/G) - change of -0,08MM shares -0,96% MRQ |
| Institutionel værdi (lang) | $ 734.408 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (MX:FTA) har 203 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 9,812,783 aktier. Største aktionærer omfatter 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) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund.
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Smithfield Trust Co | 600 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2.558 | 201 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.026 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 153.141 | -2,87 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100.072 | -5,34 | 7.869 | -2,98 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 7.550 | 0,00 | 594 | 2,42 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5.131 | 0,00 | 414 | 13,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31.020 | 211,63 | 2.439 | 219,66 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6.260 | -12,39 | 492 | -10,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 227 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 2.849 | -32,73 | 224 | -30,86 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1.621 | 0,06 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.911 | -7,10 | 308 | -4,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 16.518 | -29,41 | 1.299 | -27,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8.183 | -0,94 | 643 | 1,58 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10.476 | 0,01 | 824 | 2,49 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 480 | 0,00 | 38 | 2,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 24.695 | -0,94 | 1.895 | -0,63 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22.354 | 5,84 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 360 | 0,00 | 28 | 3,70 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4.186 | 0,00 | 329 | 2,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3.003 | 0,13 | 236 | 2,61 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 23.274 | -13,69 | 1.830 | -11,51 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 42.769 | 6,15 | 3.363 | 8,77 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201.948 | 0,31 | 15.879 | 2,81 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 240.535 | -18,82 | 18.913 | -16,80 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 9.736 | -5,69 | 766 | -3,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 69.398 | -3,52 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7.089 | -12,04 | 557 | -9,87 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 5.117 | 0,00 | 402 | 2,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 153.411 | 4,29 | 12.057 | 6,80 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 217 | 17 | ||||||
| 2025-07-17 | 13F | City Holding Co | 165 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6.255 | 10,26 | 492 | 12,87 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 60.771 | -17,64 | 4.778 | -15,60 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 46 | 4 | ||||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.774 | 297 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8.832 | -0,06 | 694 | 2,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 300 | -3,54 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 872.484 | 0,91 | 68.603 | 3,42 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 963 | 0,00 | 76 | 2,74 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43.782 | 0,43 | 3.443 | 2,93 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15.003 | -4,29 | 1.180 | -1,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 124 | -39,22 | 10 | -40,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4.301 | 2,43 | 338 | 4,97 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2.695 | 212 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 3.778 | -3,75 | 297 | -1,33 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 9.633 | 1.249,16 | 757 | 1.301,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.489 | 6,23 | 1.611 | 8,92 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 563 | -8,90 | 44 | -6,38 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21.363 | -1,46 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7.741 | -0,67 | 609 | 1,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9.615 | -55,83 | 756 | -54,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14.912 | -61,71 | 1.173 | -60,76 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10.409 | -7,21 | 818 | -4,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4.088 | 22,91 | 321 | 25,88 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 29.523 | -3,98 | 2.321 | -1,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.264 | -6,37 | 650 | -4,14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.900 | 12,01 | 228 | 15,15 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 415.281 | -1,56 | 32.654 | 0,89 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7.436 | 0,57 | 604 | 11,87 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 2.645 | 0,00 | 208 | 2,48 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5.783 | 455 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 54.385 | -1,31 | 4.276 | 1,16 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 | 0 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25.983 | 2,30 | 2.043 | 4,88 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7.008 | 0,01 | 551 | 2,61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2.648 | 208 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3.087 | -8,86 | 243 | -6,56 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3.523 | -21,85 | 277 | -20,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 199 | 16 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9.698 | -64,58 | 763 | -63,71 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 60.935 | -1,65 | 4.791 | 0,80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2.836 | 0,00 | 223 | 2,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137.099 | 22,81 | 11 | 25,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3.087 | -26,90 | 243 | -25,08 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 265 | 21 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 12.911 | -0,20 | 1.015 | 2,32 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 23.681 | -0,96 | 1.914 | -1,69 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2.934 | -2,75 | 231 | -0,43 | ||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 211 | 0,00 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 690 | 54 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20.478 | -2,86 | 1.610 | -0,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56.462 | 5,67 | 4.440 | 8,29 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1.126 | 89 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4.549 | 4,02 | 358 | 6,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.037 | 0,29 | 82 | 2,53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3.562 | -0,34 | 280 | 2,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9.025 | -5,56 | 710 | 1,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11.322 | 13,87 | 891 | 16,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14.660 | 1,47 | 1.153 | 3,97 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.364 | -74,63 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 1.037 | 0,00 | 82 | 2,53 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | -99,92 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 117 | -12,03 | 9 | -10,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285.318 | -4,81 | 22.435 | -2,44 | ||||
| 2025-08-08 | 13F | Creative Planning | 43.332 | -54,33 | 3.407 | -53,19 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 35.387 | 5,15 | 2.783 | 7,79 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5.027 | 0,12 | 395 | 2,60 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 23.537 | -4,69 | 1.851 | -2,32 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2.666 | -0,60 | 210 | 2,96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 207 | 0,00 | 16 | 6,67 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 7.650 | 0,00 | 602 | 2,56 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14.916 | -3,36 | 1.215 | 6,95 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 898 | 0,00 | 71 | 2,94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2.855 | 0,00 | 224 | 2,28 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 38.126 | -1,71 | 2.998 | 0,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199.588 | -1,85 | 15.694 | 0,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.492 | 27,20 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5.328 | -22,99 | 419 | -21,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9.824 | -15,24 | 772 | -12,87 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4.127 | -61,18 | 324 | -60,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3.774 | -85,40 | 297 | -85,07 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6.578 | -0,12 | 517 | 2,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 292.810 | -2,32 | 23.024 | 0,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 83.435 | -4,85 | 6.560 | -2,48 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 5.633 | 0,04 | 443 | 2,31 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3.284 | 0,00 | 258 | 2,79 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2.800 | -22,22 | 220 | -20,29 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 3.688 | -35,61 | 290 | -34,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37.953 | 0,20 | 2.984 | 2,68 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 769 | 107,84 | 59 | 107,14 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2.766 | -87,09 | 217 | -86,80 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 153 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80.780 | 23,85 | 6.352 | 26,94 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 11.729 | -39,63 | 922 | -38,12 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.794 | 0,14 | 456 | 2,71 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2.563 | -9,27 | 202 | -6,94 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 202.848 | 78,88 | 15.950 | 83,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 38.692 | -4,08 | 3.042 | -1,68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16.623 | -11,13 | 1.307 | -8,86 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 6.801 | 121,10 | 535 | 127,23 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4.679 | -11,62 | 368 | -9,61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34.077 | 2.679 | ||||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.359 | 0,07 | 107 | 7,07 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4.621 | 4,17 | 363 | 6,76 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13.971 | -0,19 | 1.099 | 2,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.714 | 31,18 | 683 | 35,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 974.046 | 2,03 | 76.589 | 4,57 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17.144 | -2,08 | 1.354 | 0,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39.709 | 5,99 | 3.122 | 8,63 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13.438 | 100,09 | 1.057 | 105,05 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 154 | 0,00 | 12 | 9,09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 85.016 | -18,71 | 6.685 | -16,69 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5.613 | 0,00 | 441 | 2,56 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 8.008 | 0,00 | 630 | 2,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.072.545 | -3,19 | 162.964 | -0,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 40.070 | 3,48 | 3.151 | 6,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 430 | 0,00 | 34 | 3,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 207.122 | -3,00 | 16.286 | -0,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.280 | 0,00 | 179 | 2,87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.381 | 196,99 | 109 | 208,57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.819 | 368,10 | 693 | 381,25 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16.896 | -3,89 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2.516 | 0,00 | 198 | 2,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 14.288 | -2,60 | 1.123 | -0,18 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1.485 | 0,00 | 117 | 0,00 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 96 | -45,45 | 8 | -46,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29.702 | -0,66 | 2.335 | 1,83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 172.923 | -2,62 | 13.597 | -0,20 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 39.090 | 4,99 | 3.074 | 7,60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 297 | -1,33 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 131.282 | 22,68 | 10.323 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.451 | 12,70 | 271 | 15,81 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3.514 | -17,16 | 276 | -14,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.183 | 250 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3.102 | 0,13 | 244 | 2,53 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 343 | 0,00 | 27 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.423 | 0,00 | 269 | 2,67 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14.974 | 0,25 | 1.177 | 2,79 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 132.191 | -1,41 | 10.394 | 1,04 | ||||
| 2025-07-16 | 13F | American National Bank | 79 | 0,00 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 8.987 | -1,78 | 707 | 0,71 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6.983 | 0,81 | 549 | 3,39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.962 | 0,20 | 233 | 2,65 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.617 | -39,89 | 284 | -38,39 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 784 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18.845 | 3,15 | 1.482 | 6,70 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9.906 | -43,94 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3.169 | -7,45 | 249 | -4,96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9.383 | -43,13 | 738 | -41,74 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2.695 | 212 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4.143 | 0,00 | 326 | 2,52 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5.786 | 4,37 | 455 | 6,82 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 91.273 | -66,99 | 7.177 | -66,17 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5.570 | -0,64 | 438 | 1,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 342.742 | 13,37 | 26.950 | 16,19 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 267.944 | -3,88 | 21.067 | -1,49 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2.792 | 0,40 | 220 | 2,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 | 0,00 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 3.263 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 93.783 | -1,34 | 7.374 | 1,11 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.624 | -47,60 | 128 | -46,41 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.861 | 230 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 300 | 0,00 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5.547 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3.009 | 0,00 | 237 | 2,61 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2.782 | -3,67 | 223 | 5,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18.587 | -11,00 | 1.461 | -8,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23.804 | 0,78 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6.964 | 0,00 | 548 | 2,43 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 23.998 | -32,92 | 1.881 | -28,45 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 150 | 2,76 |
Other Listings
| US:FTA | 82,76 $ |
