Grundlæggende statistik
| Institutionelle ejere | 203 total, 203 long only, 0 short only, 0 long/short - change of 0,49% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1387 % - change of -23,61% MRQ |
| Institutionelle aktier (lange) | 9.812.783 (ex 13D/G) - change of -0,42MM shares -4,11% 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 (US: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 (NasdaqGM: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%.
The share price as of September 12, 2025 is 83,16 / share. Previously, on September 16, 2024, the share price was 78,30 / share. This represents an increase of 6,21% 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
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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
| MX:FTA |
