FV - First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
US ˙ NasdaqGM ˙ US33738R6053

Grundlæggende statistik
Institutionelle ejere 311 total, 311 long only, 0 short only, 0 long/short - change of -1,27% MRQ
Gennemsnitlig porteføljeallokering 0.3456 % - change of -1,64% MRQ
Institutionelle aktier (lange) 40.353.215 (ex 13D/G) - change of -0,92MM shares -2,23% MRQ
Institutionel værdi (lang) $ 2.108.103 USD ($1000)
Institutionelt ejerskab og aktionærer

First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF (US:FV) har 311 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 40,353,215 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, GWM Advisors LLC, and Prospera Financial Services Inc .

First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF (NasdaqGM:FV) 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 61,42 / share. Previously, on September 9, 2024, the share price was 53,88 / share. This represents an increase of 14,00% over that period.

FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF Institutional Ownership
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.

FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF Historical Put/Call Ratio
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 .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-07-22 13F Red Tortoise LLC 401 24
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 72.642 4.305
2025-08-07 13F Sound View Wealth Advisors Group, LLC 3.699 0,00 219 8,42
2025-08-11 13F Principal Securities, Inc. 35.385 11,78 2.097 12,15
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-05 13F Frederick Financial Consultants, LLC 182.392 13,68 10.809 22,80
2025-07-31 13F Topsail Wealth Management, LLC 15.109 22,17 895 32,20
2025-08-11 13F Citigroup Inc 116.602 -2,24 6.910 5,59
2025-07-21 13F Montz Harcus Wealth Management LLC 11.074 7,97 656 16,73
2025-07-30 13F SkyOak Wealth, LLC 112.235 -0,02 6.651 8,01
2025-08-14 13F Harvest Investment Services, LLC 30.798 -1,53 1.825 6,41
2025-08-29 13F Centaurus Financial, Inc. 3.394 25,89 0
2025-08-12 13F LPL Financial LLC 4.417.821 -1,06 261.800 6,88
2025-07-28 13F RFG Advisory, LLC 20.308 -10,95 1.203 -3,84
2025-08-08 13F Advisors Capital Management, LLC 9.200 0,00 545 8,13
2025-08-08 13F WealthTrust Asset Management, LLC 4.324 -10,73 256 -3,40
2025-08-06 13F Commonwealth Equity Services, Llc 2.853.870 0,28 169 8,33
2025-09-04 13F/A Advisor Group Holdings, Inc. 805.352 2,77 47.729 11,01
2025-07-25 13F Muirfield Wealth Advisors Llc 51.598 4,57 3.058 12,93
2025-08-01 13F Advisory Alpha, LLC 15.583 -2,41 923 5,37
2025-07-30 13F First Citizens Bank & Trust Co 10.700 0,00 634 8,01
2025-07-07 13F Investors Research Corp 217 0,00 13 9,09
2025-05-14 13F Napa Wealth Management 0 -100,00 0
2025-08-08 13F Tortoise Investment Management, LLC 775 0,00 46 7,14
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 12.989 36,96 770 47,88
2025-08-14 13F GWM Advisors LLC 843.902 -24,83 50.010 -18,80
2025-04-29 13F Acorn Financial Advisory Services Inc /adv 0 -100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-05-15 13F TCG Advisory Services, LLC 0 -100,00 0
2025-07-18 13F Madrona Financial Services, LLC 389.600 1,68 23.088 9,83
2025-07-14 13F GAMMA Investing LLC 7.423 0,00 440 7,86
2025-08-13 13F VestGen Advisors, LLC 42.923 0,25 2.544 8,30
2025-08-06 13F TKG Advisors, LLC 0 -100,00 0
2025-08-05 13F Dunhill Financial, LLC 262 16
2025-08-13 13F Northwestern Mutual Wealth Management Co 129.940 1.587,09 7.700 1.724,64
2025-07-30 13F Brookstone Capital Management 3.738 222
2025-07-16 13F Novem Group 5.996 -5,60 355 2,01
2025-08-01 13F MorganRosel Wealth Management, LLC 507 0,00 30 11,11
2025-08-08 13F Compass Financial Services Inc 36 0,00 2 100,00
2025-08-04 13F Pensionmark Financial Group, Llc 28.735 -1,36 1.703 6,51
2025-04-18 13F Prosperity Wealth Management, Inc. 0 -100,00 0
2025-04-22 13F Advisor Resource Council 0 -100,00 0
2025-09-09 13F NWF Advisory Services Inc. 8.597 0,01 509 8,07
2025-08-01 13F Envestnet Asset Management Inc 345.142 -4,27 20.453 3,41
2025-08-14 13F Financial Advisory Service, Inc. 2.019 0,15 120 8,18
2025-07-16 13F Minichmacgregor Wealth Management, Llc 15.130 -15,92 897 -9,22
2025-07-22 13F Luken Investment Analytics, LLC 1.275 0,00 76 8,70
2025-08-13 13F Natixis Advisors, L.p. 0 -100,00 0
2025-08-14 13F Mariner, LLC 38.719 6,61 2.295 15,16
2025-07-29 13F Koshinski Asset Management, Inc. 9.579 -9,07 568 -1,73
2025-05-12 13F Blueprint Investment Partners LLC 0 -100,00 0
2025-08-12 13F Global Retirement Partners, LLC 58.884 5,64 3.489 5,98
2025-08-14 13F Comerica Bank 71.846 -4,14 4.258 3,55
2025-08-12 13F SRS Capital Advisors, Inc. 10.247 12,03 607 21,16
2025-08-13 13F Stablepoint Partners, LLC 53.642 0,37 3.179 8,43
2025-07-21 13F Future Financial Wealth Managment LLC 100 -33,33 6 -37,50
2025-07-10 13F Focus Financial Network, Inc. 4.949 0,10 293 8,12
2025-08-14 13F Operose Advisors LLC 389 -47,00 23 -42,50
2025-08-14 13F Integrated Wealth Concepts LLC 195.858 7,86 11.607 16,51
2025-08-07 13F Kestra Private Wealth Services, Llc 38.913 -7,77 2.306 -0,39
2025-08-06 13F 360 Financial, Inc. 6.270 -10,07 372 -2,88
2025-08-04 13F Saxony Capital Management, LLC 4.329 -0,69 257 7,11
2025-08-14 13F/A Rockefeller Capital Management L.P. 363.800 -18,37 21.559 -11,82
2025-07-25 13F We Are One Seven, LLC 159.501 -6,16 9.452 1,37
2025-08-06 13F Wsfs Capital Management, Llc 3.980 236
2025-08-06 13F Wedbush Securities Inc 32.534 -14,17 2 -50,00
2025-08-13 13F Flow Traders U.s. Llc 3.692 -54,06 0
2025-08-12 13F Park Square Financial Group, LLC 477 0,00 28 7,69
2025-08-04 13F Daymark Wealth Partners, Llc 54.270 -58,81 3.216 -55,51
2025-08-14 13F Goldman Sachs Group Inc 27.259 1.615
2025-08-14 13F Tudor Financial Inc. 10.299 -8,69 610 -1,29
2025-07-17 13F Janney Montgomery Scott LLC 488.470 -1,78 29 3,70
2025-07-08 13F Zrc Wealth Management, Llc 0 -100,00 0
2025-07-18 13F First Pacific Financial 240 14
2025-08-08 13F Capital Investment Advisory Services, LLC 13.022 -6,36 772 1,18
2025-08-11 13F Western Wealth Management, LLC 21.429 -2,04 1.270 5,75
2025-08-18 13F Arq Wealth Advisors, Llc 6.169 0,00 338 0,00
2025-08-14 13F Stifel Financial Corp 413.042 6,99 24.477 15,57
2025-05-08 13F Essential Planning, LLC. 0 -100,00 0
2025-08-19 13F Advisory Services Network, LLC 20.888 -0,98 1.268 9,51
2025-07-16 13F PFS Partners, LLC 250 0,00 15 7,69
2025-08-07 13F Allworth Financial LP 17.755 1,99 1.052 12,51
2025-08-12 13F Jpmorgan Chase & Co 74.778 -17,08 4.431 -10,43
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-07 13F First Community Trust Na 49 0,00 3 0,00
2025-08-14 13F Hilltop Holdings Inc. 23.647 -1,54 1.401 6,38
2025-07-17 13F HCR Wealth Advisors 8.840 0,00 524 8,06
2025-07-17 13F City Holding Co 3.700 0,00 219 8,42
2025-08-14 13F EP Wealth Advisors, Inc. 1.800 -66,97 107 -64,43
2025-08-14 13F CoreCap Advisors, LLC 23.669 -3,57 1.403 4,16
2025-08-12 13F Steward Partners Investment Advisory, Llc 255.951 -0,63 15.168 7,34
2025-04-30 13F M&t Bank Corp 0 -100,00 0
2025-07-08 13F Atwood & Palmer Inc 94.269 -0,82 5.586 7,13
2025-07-16 13F ORG Partners LLC 140.173 -15,06 8.344 -8,20
2025-08-08 13F Pnc Financial Services Group, Inc. 14.321 0,02 849 8,03
2025-08-12 13F Manchester Capital Management LLC 5.700 0,00 338 8,01
2025-07-21 13F Ameritas Advisory Services, LLC 12.709 -53,16 753 -52,58
2025-08-12 13F Leigh Baldwin & Co., Llc 5.931 -0,72 351 7,34
2025-08-14 13F Fmr Llc 18.335 4,92 1.087 13,36
2025-08-14 13F DecisionPoint Financial, LLC 0 -100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 247.068 171,46 14.641 193,23
2025-08-08 13F Larson Financial Group LLC 198 0,00 12 10,00
2025-08-13 13F Everstar Asset Management, LLC 0 -100,00 0 -100,00
2025-08-14 13F Benjamin Edwards Inc 18.831 0,95 1.116 8,99
2025-07-31 13F Oppenheimer & Co Inc 23.012 -1,59 1.364 6,32
2025-08-14 13F Sargent Investment Group, LLC 8.570 0,00 519 10,43
2025-08-05 13F Sigma Planning Corp 45.104 -69,44 2.673 -67,00
2025-07-28 13F Virtus Wealth Solutions LLC 5.674 2,34 336 10,53
2025-08-01 13F Ashton Thomas Private Wealth, LLC 160.780 -2,52 9.528 5,29
2025-08-11 13F Regal Investment Advisors LLC 166.463 0,56 9.865 8,62
2025-08-13 13F Smith, Moore & Co. 28.987 -6,61 1.718 0,88
2025-04-28 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 15.366 15,41 911 24,66
2025-07-21 13F Creative Capital Management Investments LLC 2.846 97,36 169 112,66
2025-07-08 13F Ballew Advisors, Inc 19.210 2,34 1.151 18,42
2025-07-30 13F Insight Advisors, LLC/ PA 14.105 -2,57 836 5,16
2025-08-11 13F Novak & Powell Financial Services, Inc. 13.627 0,11 808 8,18
2025-08-12 13F Laurel Wealth Advisors LLC 50.371 5.826,00 1 -100,00
2025-07-23 13F Clear Creek Financial Management, LLC 14.590 -2,15 865 5,75
2025-07-24 13F Jfs Wealth Advisors, Llc 0 -100,00 0
2025-07-17 13F Oakworth Capital, Inc. 3.000 0,00 178 7,93
2025-08-06 13F AE Wealth Management LLC 11.790 -1,25 699 6,73
2025-07-24 13F Cyndeo Wealth Partners, LLC 8.239 -0,48 488 7,49
2025-07-15 13F Colonial River Wealth Management, LLC 23.265 45,64 1.397 59,36
2025-08-14 13F UBS Group AG 1.378.068 1,52 81.664 9,66
2025-07-28 13F Mutual Advisors, LLC 48.061 13,46 2.949 29,58
2025-07-30 13F Financial Perspectives, Inc 317 0,00 19 5,88
2025-07-29 13F Cottonwood Capital Advisors, Llc 37.193 -0,86 2.204 7,09
2025-07-30 13F D.a. Davidson & Co. 426.485 -1,84 25.274 6,03
2025-08-14 13F Graney & King, LLC 201 0,50 12 10,00
2025-07-25 13F Apollon Wealth Management, LLC 77.991 -0,59 4.622 7,39
2025-08-14 13F Snowden Capital Advisors LLC 33.335 -10,56 1.975 -3,38
2025-08-18 13F Tyler-Stone Wealth Management 4.882 0,00 289 8,24
2025-08-04 13F L.m. Kohn & Company 13.971 -0,52 828 7,40
2025-08-14 13F Hancock Whitney Corp 7.841 3,63 465 11,81
2025-08-08 13F Fusion Capital, LLC 111.965 3,15 6.635 11,44
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 2.674 0
2025-08-08 13F Cetera Investment Advisers 541.755 2,26 32.104 10,47
2025-07-10 13F Secure Asset Management, LLC 62.152 -0,03 3.683 8,01
2025-07-29 13F Chicago Partners Investment Group LLC 4.962 0,16 303 10,99
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 27.721 -10,42 1.643 -3,24
2025-08-14 13F/A Skopos Labs, Inc. 1.674 99
2025-07-22 13F Global Assets Advisory, LLC 17.360 125,51 1.033 157,61
2025-08-14 13F Quantinno Capital Management LP 5.168 14,97 306 24,39
2025-07-17 13F G&S Capital LLC 0 -100,00 0
2025-08-05 13F Key FInancial Inc 275 0,00 16 6,67
2025-08-07 13F Private Advisory Group LLC 29.256 7,44 1.734 16,08
2025-07-15 13F Carr Financial Group Corp 11.543 -53,91 684 -50,18
2025-07-28 13F Kiker Wealth Management, LLC 23.055 25,45 1.366 35,52
2025-08-06 13F Legacy Investment Solutions, LLC 2 0,00 0
2025-08-15 13F Captrust Financial Advisors 13.574 123,48 804 141,44
2025-07-29 13F International Assets Investment Management, Llc 7.002 -8,77 415 -1,66
2025-08-14 13F Sunbelt Securities, Inc. 2.395 43,93 141 54,95
2025-08-14 13F Visionary Wealth Advisors 14.433 -13,57 855 -6,66
2025-08-04 13F Spire Wealth Management 8.417 -24,09 499 -18,09
2025-07-24 13F WMG Financial Advisors, LLC 5.311 -0,08 315 7,90
2025-07-22 13F Wealthcare Advisory Partners LLC 7.087 0,00 420 7,99
2025-08-13 13F WCG Wealth Advisors LLC 22.869 1,46 1.355 9,63
2025-05-14 13F Venture Visionary Partners LLC 0 -100,00 0 -100,00
2025-08-12 13F Financial Advocates Investment Management 19.100 -13,80 1.132 -6,91
2025-04-29 13F Element Wealth, LLC 0 -100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 385 0,26 23 4,76
2025-08-13 13F Trustmark National Bank Trust Department 5.000 -3,42 296 4,23
2025-08-14 13F Clark Capital Management Group, Inc. 21.343 -11,71 1.265 -4,68
2025-07-22 13F Signature Wealth Management Partners, LLC 0 -100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 156.215 -1,82 9.257 6,06
2025-07-31 13F West Michigan Advisors, Llc 7.213 -3,49 427 4,15
2025-08-15 13F Kestra Advisory Services, LLC 80.084 15,33 4.746 24,57
2025-07-11 13F Grove Bank & Trust 330 0,00 20 5,56
2025-07-23 13F Nbt Bank N A /ny 22.385 -4,88 1.326 2,79
2025-08-06 13F Decker Retirement Planning Inc. 407 24
2025-08-12 13F Country Trust Bank 200 0,00 12 10,00
2025-07-29 13F Citizens Business Bank 0 -100,00 0
2025-08-08 13F Petix & Botte Co 30.350 10,03 1.799 18,84
2025-08-14 13F Hrt Financial Lp 12.548 48,13 1
2025-07-08 13F Madison Park Capital Advisors, LLC 12.822 0,02 760 7,97
2025-08-04 13F Creative Financial Designs Inc /adv 24.821 -0,76 1.471 7,14
2025-08-06 13F O'Dell Group, LLC 0 -100,00 0
2025-08-08 13F Meridian Wealth Management, LLC 60.956 -0,12 3.612 7,89
2025-07-11 13F Caldwell Securities, Inc 223 -60,74 13 -58,06
2025-08-08 13F Avantax Advisory Services, Inc. 19.731 1,56 1.169 9,77
2025-08-06 13F SNS Financial Group, LLC 8.267 -1,09 490 6,77
2025-08-15 13F Tower Research Capital LLC (TRC) 9 -40,00 1
2025-07-24 13F Blair William & Co/il 1.913 0,16 113 8,65
2025-08-11 13F One Capital Management, LLC 0 -100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 7.033 -9,43 417 -2,12
2025-08-13 13F Beacon Pointe Advisors, LLC 11.759 0,03 697 8,07
2025-07-23 13F GGM Financials LLC 5.674 336
2025-08-13 13F Truvestments Capital Llc 779 0,13 46 9,52
2025-07-22 13F DAVENPORT & Co LLC 22.006 -0,25 1.304 7,77
2025-04-09 13F Milestone Asset Management, Llc 0 -100,00 0
2025-07-31 13F Sage Mountain Advisors LLC 17.034 0,00 1.009 8,03
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 24.601 -6,47 1.458 1,18
2025-08-08 13F Hartland & Co., LLC 4.933 102,59 292 119,55
2025-08-14 13F Ancora Advisors, LLC 400 0,00 24 9,52
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-05-08 13F Great Valley Advisor Group, Inc. 0 -100,00 0
2025-07-14 13F Armstrong Advisory Group, Inc 2.378 -19,99 141 -20,00
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1.350 82,19 74 72,09
2025-08-11 13F Lowe Brockenbrough & Co Inc 1.850 110
2025-07-22 13F Accel Wealth Management 34.357 -6,87 2.036 0,59
2025-08-06 13F Golden State Wealth Management, LLC 40.973 -5,66 2.428 1,93
2025-07-17 13F Wagner Wealth Management, Llc 1.568 0,13 93 8,24
2025-07-21 13F Crews Bank & Trust 452 0,00 27 8,33
2025-08-14 13F Oxford Financial Group Ltd 19.763 -1,84 1.171 6,07
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-08 13F Nbc Securities, Inc. 4.345 0,05 0
2025-07-22 13F Coastal Investment Advisors, Inc. 1.176 0,00 70 7,81
2025-07-22 13F Strid Group, LLC 226.904 -0,56 13.446 7,41
2025-08-14 13F Trace Wealth Advisors, LLC 3.750 0,00 222 8,29
2025-04-30 13F OMNI 360 Wealth, Inc. 0 -100,00 0 -100,00
2025-08-13 13F Level Four Advisory Services, Llc 15.673 2,79 929 11,00
2025-07-28 13F Cushing Capital Partners, LLC 49.424 7,92 2.929 16,56
2025-08-07 13F Strategy Asset Managers Llc 4.572 0,00 271 8,00
2025-08-14 13F Marshall Investment Management, Llc 37.278 -32,96 2.209 -27,57
2025-07-22 13F Cedar Mountain Advisors, LLC 1.523 0,13 90 8,43
2025-08-08 13F Kingsview Wealth Management, LLC 6.376 -15,66 378 -8,94
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 526.860 2,15 31 10,71
2025-07-25 13F SPC Financial, Inc. 133.454 9,05 7.908 17,80
2025-08-14 13F Synovus Financial Corp 16.881 -4,61 1.001 3,09
2025-08-15 13F First Heartland Consultants, Inc. 43.110 -27,86 2.555 -22,09
2025-08-14 13F Bank Of America Corp /de/ 1.381.317 -10,45 81.857 -3,27
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 51.578 -1,74 3.056 6,15
2025-08-12 13F CIBC Private Wealth Group, LLC 0 -100,00 0
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 1.747 0,00 104 8,42
2025-08-12 13F South Plains Financial, Inc. 743 0,00 44 10,00
2025-08-14 13F Wells Fargo & Company/mn 3.933.177 -4,25 233.080 3,43
2025-07-29 13F Private Trust Co Na 1.926 13,23 114 22,58
2025-08-14 13F Mercer Global Advisors Inc /adv 0 -100,00 0
2025-05-15 13F CAPROCK Group, Inc. 0 -100,00 0
2025-08-14 13F MGB Wealth Management, LLC 8.578 0,03 508 8,09
2025-07-22 13F Miracle Mile Advisors, LLC 74.789 4.432
2025-08-04 13F Assetmark, Inc 6.633 10,35 393 19,45
2025-07-16 13F Formidable Asset Management, LLC 5.283 0,00 290 0,00
2025-08-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-05-06 13F Rsm Us Wealth Management Llc 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 2.363.710 -8,83 140.073 -1,52
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-04-21 13F Kingswood Wealth Advisors, Llc 0 -100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 27.837 63,31 1.650 76,36
2025-08-06 13F Moors & Cabot, Inc. 4.035 3,65 239 12,21
2025-08-11 13F Brass Tax Wealth Management, Inc 67.462 -1,23 3.998 6,67
2025-08-08 13F Creative Planning 65.858 -18,16 3.903 -11,60
2025-08-14 13F Susquehanna International Group, Llp 40.737 -42,18 2.414 -37,54
2025-08-06 13F Rialto Wealth Management, LLC 2.115 0,00 125 7,76
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 -100,00 0
2025-07-28 13F Harbour Investments, Inc. 26.298 -1,05 1.558 6,93
2025-08-12 13F Gladstone Institutional Advisory LLC 69.769 4.135
2025-04-15 13F Simplicity Wealth,LLC 0 -100,00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 107 6
2025-07-24 13F Cascade Investment Group, Inc. 17.175 -2,03 1.018 5,83
2025-07-16 13F/A CX Institutional 607 0
2025-08-12 13F Argent Trust Co 22.080 -1,34 1.308 6,60
2025-07-11 13F Farther Finance Advisors, LLC 126.483 -4,99 7.495 2,11
2025-07-11 13F Kingstone Capital Partners Texas, LLC 72.000 4
2025-08-06 13F Prospera Financial Services Inc 812.251 2,75 48.139 10,99
2025-07-23 13F Trueblood Wealth Management, LLC 22.763 10,00 1.349 18,77
2025-07-28 13F BRYN MAWR TRUST Co 500 0,00 30 7,41
2025-08-13 13F Quadrant Capital Group Llc 0 -100,00 0
2025-07-25 13F Cwm, Llc 281.155 1,93 17 6,67
2025-08-13 13F StoneX Group Inc. 16.493 -1,62 977 6,31
2025-08-19 13F National Asset Management, Inc. 8.668 -19,09 514 -18,83
2025-08-13 13F Cary Street Partners Financial Llc 8.322 0,00 493 8,11
2025-08-13 13F Capital Analysts, Inc. 167 0,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 23.417 -18,09 1.388 -11,48
2025-07-07 13F Capital Asset Advisory Services LLC 5.030 -8,50 299 -2,29
2025-08-01 13F Twin Lakes Capital Management, LLC 1.293 0,00 77 8,57
2025-08-04 13F IFG Advisory, LLC 41.718 2,06 2.472 10,26
2025-08-08 13F POM Investment Strategies, LLC 16 0,00 1
2025-07-24 13F IFP Advisors, Inc 99.050 1,19 5.870 9,31
2025-08-13 13F Jones Financial Companies Lllp 84.118 12,73 4.960 21,36
2025-07-18 13F Truist Financial Corp 105.486 -1,67 6.251 6,22
2025-08-12 13F Richmond Investment Services, LLC 39.146 42,82 2.320 54,29
2025-08-08 13F Good Life Advisors, LLC 84.713 -11,94 5.020 -4,87
2025-08-13 13F Gateway Wealth Partners, LLC 23.596 -0,77 1.398 7,21
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100,00 0
2025-08-04 13F Arkadios Wealth Advisors 44.068 1,39 2.611 9,52
2025-08-05 13F HFG Advisors, Inc. 142.594 -0,84 8.450 7,11
2025-08-13 13F Russell Investments Group, Ltd. 343 6,85 20 17,65
2025-07-16 13F Register Financial Advisors LLC 3.162 0,00 187 8,09
2025-05-13 13F Moment Partners, LLC 0 -100,00 0
2025-05-05 13F Csenge Advisory Group 0 -100,00 0
2025-08-13 13F Baird Financial Group, Inc. 451.792 -1,61 26.773 6,28
2025-08-14 13F Colony Group, LLC 5.524 327
2025-07-10 13F Exchange Traded Concepts, Llc 3.083 183
2025-07-28 13F Lunt Capital Management, Inc. 40.490 0,60 2.399 8,65
2025-07-29 13F Stephens Inc /ar/ 16.046 0,01 951 7,95
2025-07-11 13F Quad-Cities Investment Group, LLC 15.634 -1,18 926 6,81
2025-08-11 13F HighTower Advisors, LLC 147.094 -20,79 8.717 -14,44
2025-08-12 13F MAI Capital Management 1.895 44,22 112 55,56
2025-07-14 13F Signature Securities Group Corporation 0 -100,00 0
2025-07-29 13F Uhlmann Price Securities, Llc 3.389 -21,51 201 -15,25
2025-08-07 13F Resources Investment Advisors, LLC. 19.516 -4,24 1.157 3,40
2025-07-21 13F DHJJ Financial Advisors, Ltd. 11.678 -0,17 692 7,96
2025-07-24 13F Bernard Wealth Management Corp. 25 0,00 1 0,00
2025-08-06 13F North Capital, Inc. 76 0,00 5 0,00
2025-07-24 13F Us Bancorp \de\ 25.175 10,29 1.495 19,12
2025-08-14 13F Warren Averett Asset Management, LLC 5.285 0,00 313 8,30
2025-07-15 13F Affinity Wealth Management Llc 123.462 -5,66 7.316 1,91
2025-07-09 13F Sar Wealth Management Group, Llc 460.591 1,10 27.295 9,21
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.376 11,42 82 20,90
2025-08-05 13F Claro Advisors LLC 64.511 -15,65 3.823 -8,89
2025-08-13 13F Holos Integrated Wealth LLC 378 0,00 23 10,00
2025-08-13 13F Summit Financial, LLC 12.453 56,68 738 69,04
2025-08-11 13F Private Advisor Group, LLC 229.406 23,59 13.595 33,50
2025-08-04 13F Atria Investments Llc 26.738 25,99 1.584 36,08
2025-08-14 13F Royal Bank Of Canada 1.192.856 17,21 70.688 26,61
2025-08-14 13F Ausdal Financial Partners, Inc. 7.655 3,29 454 11,58
2025-08-12 13F J.w. Cole Advisors, Inc. 7.299 3,83 433 12,21
2025-08-13 13F Keystone Financial Group 13.911 -6,31 824 1,23
2025-08-08 13F Strategies Wealth Advisors, LLC 5.528 328
2025-08-12 13F Concentrum Wealth Management 165.564 1,35 9.811 9,47
2025-04-29 13F Financial Network Wealth Management LLC 800 0
2025-04-30 13F TradeWell Securities, LLC. 85.920 -4,87 4.714 -11,64
2025-08-08 13F MTM Investment Management, LLC 1.490 0,00 88 7,32
2025-08-07 13F Brio Consultants, LLC 0 -100,00 0 -100,00
2025-08-08 13F Thoroughbred Financial Services, Llc 15.220 -22,06 1 -100,00
2025-08-14 13F Ameriprise Financial Inc 4.767 -69,26 283 -66,82
2025-08-19 13F Anchor Investment Management, LLC 405 0,00 24 9,09
2025-07-23 13F Valmark Advisers, Inc. 95.203 0,83 5.642 8,92
2025-07-11 13F Kaydan Wealth Management, Inc. 7.183 -4,51 426 3,16
2025-08-14 13F Fortress Private Ledger, Llc 17.717 0,00 1.050 8,03
2025-07-18 13F QTR Family Wealth, LLC 4.626 -1,09 274 7,03
2025-04-29 13F Raleigh Capital Management Inc. 0 -100,00 0
2025-07-16 13F Independent Wealth Network Inc. 5.082 17,56 301 27,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 113.886 -0,03 6.825 9,22
2025-07-25 13F Concurrent Investment Advisors, LLC 576.838 0,39 34.183 8,44
2025-08-12 13F Founders Financial Alliance, LLC 5.866 -8,37 348 -1,14
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F Legacy Wealth Managment, LLC/ID 2 0,00 0
2025-05-01 13F High Note Wealth, LLC 0 -100,00 0
2025-07-08 13F Parallel Advisors, LLC 41 0,00 2 0,00
2025-08-14 13F Smartleaf Asset Management LLC 670 0,00 40 8,33
2025-08-14 13F Acorn Wealth Advisors, LLC 0 -100,00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 0 -100,00 0
2025-08-04 13F Savvy Advisors, Inc. 6.697 397
2025-08-29 13F Evolution Wealth Management Inc. 750 44
2025-08-14 13F Garden State Investment Advisory Services LLC 33.312 -13,89 1.974 -6,97
2025-08-13 13F Congress Wealth Management LLC / DE / 8.434 0,00 500 8,01
2025-08-14 13F Mml Investors Services, Llc 116.133 -10,82 7 -14,29
2025-07-11 13F SILVER OAK SECURITIES, Inc 22.474 -0,00 1.332 8,12
2025-08-05 13F Huntington National Bank 1 0,00
2025-08-13 13F EverSource Wealth Advisors, LLC 90 0,00 5 25,00
2025-08-05 13F Atlas Private Wealth Advisors 38.438 -13,86 2.278 -6,99
2025-08-14 13F Aqr Capital Management Llc 54.281 17,89 3.217 27,37
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-17 13F Sound Income Strategies, LLC 510 -4,49 30 3,45
2025-08-04 13F Keybank National Association/oh 11.320 0,00 671 7,89
2025-08-12 13F Bokf, Na 0 -100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 21.142 16,38 1.253 25,70
2025-08-15 13F Morgan Stanley 6.225.916 -0,22 368.948 7,78
2025-07-18 13F PFG Investments, LLC 124.836 0,82 7.398 8,91
2025-08-14 13F JPL Wealth Management, LLC 4.199 0,00 249 7,83
2025-07-29 13F Dale Q Rice Investment Management Ltd 4.826 -50,00 287 -45,75
2025-08-15 13F Equitable Holdings, Inc. 44.033 27,29 2.609 37,53
2025-08-13 13F Proactive Wealth Strategies LLC 314.250 1,50 19 12,50
2025-04-17 13F Trust Point Inc. 0 -100,00 0
2025-08-05 13F Cassaday & Co Wealth Management LLC 3.648 0,00 216 8,00
2025-04-15 13F Fifth Third Bancorp 0 -100,00 0
2025-07-21 13F Ameriflex Group, Inc. 3.759 0,00 220 6,80
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 3.921 0,03 232 7,91
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-15 13F Retirement Guys Formula Llc 34.920 4,46 2.069 12,88
2025-07-24 13F Gilliland Jeter Wealth Management LLC 14.734 0,16 873 8,18
2025-07-22 13F Ergawealth Advisors, Inc. 3.759 223
2025-08-04 13F Waterfront Wealth Inc. 31.424 1,63 1.862 9,79
2025-08-08 13F Emerald Investment Partners, Llc 2.154 -0,46 128 7,63
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