Grundlæggende statistik
Institutionelle ejere | 173 total, 173 long only, 0 short only, 0 long/short - change of 6,13% MRQ |
Gennemsnitlig porteføljeallokering | 0.3908 % - change of 16,85% MRQ |
Institutionelle aktier (lange) | 33.789.586 (ex 13D/G) - change of 1,24MM shares 3,82% MRQ |
Institutionel værdi (lang) | $ 710.594 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF (US:FTHI) har 173 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 33,789,586 aktier. Største aktionærer omfatter LPL Financial LLC, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Raymond James Financial Inc, D.a. Davidson & Co., Janney Montgomery Scott LLC, Royal Bank Of Canada, Cetera Investment Advisers, Stifel Financial Corp, and Cambridge Investment Research Advisors, Inc. .
First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF (NasdaqGM:FTHI) 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 8, 2025 is 23,43 / share. Previously, on September 9, 2024, the share price was 22,42 / share. This represents an increase of 4,50% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
---|---|---|---|---|---|---|---|---|
2025-07-23 | FIRST TRUST PORTFOLIOS LP | 16,143,864 | 15,663,087 | -2.98 | 26.12 | -6.68 |
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.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 113.774 | 2,39 | 2.600 | 7,04 | ||||
2025-08-14 | 13F | Treasure Coast Financial Planning | 24.802 | 13,15 | 567 | 18,16 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.900 | 7,41 | 66 | 11,86 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21.473 | 3.034,74 | 469 | 3.808,33 | ||||
2025-07-07 | 13F | Investors Research Corp | 398 | 0,00 | 9 | 12,50 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 20.480 | 468 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 98.980 | 8,90 | 2.262 | 6,95 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 187.621 | 0,75 | 4.287 | 5,33 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 53.820 | -1,64 | 1.230 | 2,76 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34.468 | 47,14 | 788 | 53,71 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 11.719 | -11,51 | 268 | -7,61 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67.364 | -7,24 | 1.539 | -3,02 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 14.004 | 146,46 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 6.790.859 | 3,53 | 155.171 | 8,22 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 51.309 | 76,29 | 1.172 | 84,28 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 19.333 | -53,14 | 442 | -51,05 | ||||
2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 98.843 | 6,95 | 2.259 | 11,78 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27.097 | 1,30 | 619 | 5,99 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 36.915 | 8,88 | 844 | 13,77 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 54.545 | -86,92 | 1.246 | -86,34 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 201.047 | 181,99 | 4.594 | 194,80 | ||||
2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 641.994 | 10,47 | 15 | 16,67 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 19.850 | 0,00 | 454 | 4,62 | ||||
2025-07-28 | 13F | Davidson Trust Co | 88.484 | 4,82 | 2.022 | 9,54 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 45.886 | 1,85 | 1.049 | 6,50 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 14.723 | 0,59 | 336 | 5,33 | ||||
2025-07-16 | 13F | Novem Group | 11.216 | 256 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88.302 | 2,10 | 2.018 | 6,72 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 310.505 | 22,92 | 7 | 40,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 133.235 | 1.216,42 | 3.044 | 1.277,38 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2.978.349 | -1,63 | 68.055 | 2,82 | ||||
2025-08-14 | 13F | Comerica Bank | 2.071 | 0,00 | 47 | 4,44 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 141.190 | 5,71 | 3.226 | 10,52 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 98.843 | 2.259 | ||||||
2025-08-08 | 13F | Compass Financial Services Inc | 563 | 2,36 | 13 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 233.868 | -14,01 | 5.344 | -14,44 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 358.456 | 9,12 | 8.191 | 14,07 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61.766 | 35,52 | 1.411 | 41,67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3.279 | 0,00 | 75 | -2,63 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 104.531 | 10,99 | 2.389 | 16,03 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 42.281 | 4,07 | 966 | 8,78 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12.914 | 1,97 | 295 | 6,88 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 41.800 | 955 | ||||||
2025-07-29 | 13F | Balboa Wealth Partners | 51.443 | 1.175 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 786.087 | 13,44 | 18 | 13,33 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4.549 | -10,51 | 104 | -7,21 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 691.621 | 7,90 | 15.804 | 12,79 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 58.004 | 2,47 | 1.325 | 7,11 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 117.263 | 0,00 | 2.563 | 0,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Anchor Capital Management Group Inc | 67.000 | 0,00 | 1.531 | 4,51 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 61.940 | 3,60 | 1.415 | 8,35 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20.047 | 17,30 | 458 | 22,79 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 15.483 | 49,19 | 354 | 56,19 | ||||
2025-08-15 | 13F | Morgan Stanley | 16.419 | -0,98 | 375 | 3,59 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 37.723 | 13,54 | 862 | 18,60 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 25.556 | 62,41 | 584 | 69,97 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 15.129 | 8,61 | 346 | 13,49 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 14.924 | -0,67 | 341 | 3,96 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 43.477 | 993 | ||||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 9.178 | 210 | ||||||
2025-08-14 | 13F | UBS Group AG | 361 | 8 | ||||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16.497 | -23,76 | 377 | -20,34 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 19.716 | 0,87 | 451 | 5,39 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 35.773 | -6,86 | 817 | -2,62 | ||||
2025-06-26 | NP | ATCAX - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares | 67.000 | 0,00 | 1.486 | -4,07 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 2.486.389 | 3,34 | 56.814 | 8,02 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 16.326 | 2,33 | 373 | 7,18 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.508 | 84,63 | 80 | 95,12 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39.370 | -62,51 | 900 | -60,83 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 81.802 | 21,96 | 1.869 | 27,49 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1.560 | -9,25 | 36 | -5,41 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 219.632 | 0,81 | 5.019 | 5,38 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 37.497 | 0,87 | 857 | 5,42 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 698.676 | 0,94 | 15.965 | 5,51 | ||||
2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 25.929 | 592 | ||||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 28.653 | 66,76 | 655 | 61,88 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 24.515 | 560 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 9.281 | 212 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8.337 | 8,81 | 191 | 13,77 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10.327 | 0,08 | 236 | 4,44 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 913 | 0,00 | 21 | 5,26 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 126.702 | 2.895 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 128.694 | -1,52 | 2.941 | 2,94 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.435 | 30,10 | 101 | 36,49 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61.563 | -5,12 | 1.407 | -0,85 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 34.301 | 33,58 | 784 | 39,57 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 74.652 | -45,32 | 1.706 | -42,86 | ||||
2025-05-27 | NP | XFLX - FundX Flexible ETF | 183.480 | 134,00 | 4.011 | 119,85 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 10.957 | 250 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 21.198 | -1,28 | 484 | 3,20 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 68.849 | -18,44 | 1.573 | -14,74 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.263 | -95,87 | 29 | -95,81 | ||||
2025-07-22 | 13F | Accel Wealth Management | 50.749 | -0,98 | 1.160 | 3,48 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18.980 | 434 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 24.187 | 553 | ||||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13.441 | 1,14 | 306 | 5,17 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3.500 | 80 | ||||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 17.110 | -44,74 | 391 | -42,31 | ||||
2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 11.180 | 0,24 | 255 | 4,94 | ||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 19.863 | 5,30 | 454 | 9,95 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 684.255 | 25,23 | 16 | 36,36 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1.669 | 2,02 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 | 0,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 10.353 | 10,69 | 237 | 15,69 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60.697 | -64,69 | 1.387 | -63,11 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 41.631 | 910 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 124.275 | -1,06 | 2.840 | 3,42 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 15.566 | -0,03 | 360 | 5,59 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4.567.850 | 23,28 | 104.375 | 28,86 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 323.505 | -55,97 | 7.392 | -53,98 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.629 | -17,48 | 357 | -13,77 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 9.050 | 207 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.769.271 | -9,79 | 63.278 | -5,71 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 48.411 | -53,06 | 1.106 | -50,93 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 133.339 | 18,36 | 3.047 | 23,76 | ||||
2025-08-12 | 13F | Change Path, LLC | 293.875 | -0,79 | 6.715 | 3,71 | ||||
2025-07-23 | 13F | Sachetta, LLC | 12.870 | 294 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 50.685 | 8,11 | 1.158 | 13,09 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 387.576 | 17,99 | 8.856 | 23,34 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.202 | -3,45 | 27 | 0,00 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 20.543 | 469 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 13.022 | 7,47 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 23.092 | 0,00 | 528 | 4,56 | ||||
2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 24.610 | -3,00 | 562 | 1,44 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 14.666 | 335 | ||||||
2025-05-27 | NP | XRLX - FundX Conservative ETF | 83.551 | 178,50 | 1.826 | 161,60 | ||||
2025-07-18 | 13F | Truist Financial Corp | 94.565 | 11,80 | 2.161 | 16,88 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 71.644 | 1.637 | ||||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 19.180 | 0,00 | 438 | 4,53 | ||||
2025-08-14 | 13F | Mariner, LLC | 94.321 | -63,06 | 2.155 | -61,39 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 31.258 | 2,58 | 714 | 7,21 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 386.332 | 12,25 | 8.826 | 17,30 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10.262 | 0,00 | 234 | 4,46 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 34.891 | 3,66 | 797 | 8,44 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1.370 | 31 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 | 0,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 111.796 | 9,46 | 2.555 | 14,43 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 65.658 | -17,72 | 1.500 | -13,99 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 27.808 | 635 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 1.922 | 44 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10.304 | 235 | ||||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 746.968 | 9,09 | 17.068 | 14,02 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78.222 | 15,08 | 1.787 | 20,34 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 48.831 | 3,61 | 1.116 | 8,25 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12.138 | 3,30 | 277 | 8,20 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 18.629 | -3,05 | 426 | 1,19 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23.442 | 51,91 | 536 | 58,75 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 4.259 | 16,59 | 97 | 22,78 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 28.083 | 91,93 | 642 | 100,94 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 10.879 | -8,72 | 249 | -4,62 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114.610 | 29,44 | 2.619 | 35,30 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 22.575 | -6,95 | 516 | -2,83 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 233.154 | -0,91 | 5.353 | 4,08 | ||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 15.012 | -15,49 | 343 | -11,60 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 93.363 | 17,50 | 2.133 | 22,87 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 10.552 | 241 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 28.653 | 34,26 | 655 | 40,34 | ||||
2025-07-17 | 13F | Janney Capital Management LLC | 129.298 | -0,60 | 3 | 0,00 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 813 | -5,79 | 19 | 0,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1.350 | 31 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 88.795 | 22,90 | 2 | 100,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 22.682 | -0,25 | 518 | 4,23 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2.000 | -75,00 | 46 | -74,29 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 448.600 | 10.251 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 129.684 | 5,95 | 2.963 | 10,77 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 369.549 | 8.444 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198.688 | 5,05 | 4.540 | 9,82 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49.180 | 7,50 | 1.124 | 11,85 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 9.695 | 206 | ||||||
2025-07-10 | 13F | Sovran Advisors, LLC | 36.139 | -10,08 | 826 | -1,90 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 12.347 | 282 |