Grundlæggende statistik
| Institutionelle ejere | 192 total, 192 long only, 0 short only, 0 long/short - change of 3,78% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1849 % - change of -31,32% MRQ |
| Institutionelle aktier (lange) | 6.418.265 (ex 13D/G) - change of -0,27MM shares -4,03% MRQ |
| Institutionel værdi (lang) | $ 706.727 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund (US:FNX) har 192 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,418,265 aktier. Største aktionærer omfatter 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) 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%.
The share price as of September 12, 2025 is 125,15 / share. Previously, on September 16, 2024, the share price was 114,45 / share. This represents an increase of 9,35% over that period.
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.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Other Listings
| MX:FNX |
