Mga Batayang Estadistika
| Pemilik Institusional | 197 total, 196 long only, 0 short only, 1 long/short - change of -0.50% MRQ |
| Alokasi Portofolio Rata-rata | 0.2543 % - change of 1.48% MRQ |
| Saham Institusional (Jangka Panjang) | 5,338,235 (ex 13D/G) - change of -0.04MM shares -0.69% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 665,790 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (US:FTC) memiliki 197 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 5,338,235 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Janney Montgomery Scott LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, UBS Group AG, Commonwealth Equity Services, Llc, First Trust Advisors Lp, Bank Of America Corp /de/, and Baird Financial Group, Inc. .
Struktur kepemilikan institusional First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (NasdaqGM:FTC) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 156.58 / share. Previously, on September 6, 2024, the share price was 121.37 / share. This represents an increase of 29.01% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,166 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 192,066 | 0.59 | 29 | 12.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23,333 | 33.10 | 3,523 | 52.93 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,545 | -2.28 | 1,894 | 10.90 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Beck Bode, LLC | 11,005 | -27.96 | 1,661 | -17.24 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 1,377 | -28.36 | 208 | -17.86 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 114,984 | 22.36 | 17 | 41.67 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,504 | 227 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5,434 | -3.46 | 820 | 10.96 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 87 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 16,212 | 2,448 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 104 | -80.27 | 16 | -79.17 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 928 | -3.33 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,323 | 73.98 | 1,256 | 100.00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10,780 | 0.00 | 1,627 | 14.90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,526 | -3.72 | 230 | 10.58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,821 | 0.05 | 275 | 14.64 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 3,253 | 0.00 | 427 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3,353 | -7.17 | 506 | 6.75 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2,246 | -8.25 | 339 | 5.61 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2,000 | 0.00 | 302 | 14.89 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 4,875 | 0.00 | 736 | 9.21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 443,362 | -1.00 | 67 | 13.79 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 2,623 | 0.00 | 396 | 14.83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,097 | -1.49 | 769 | 13.25 | ||||
| 2025-05-02 | 13F | Schrum Private Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1,860 | 0.00 | 281 | 14.75 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31,337 | -2.57 | 4,731 | 11.93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,998 | 4.63 | 604 | 20.12 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 435 | 0.00 | 66 | 14.04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34,721 | 9.60 | 5,242 | 25.93 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 16,248 | -8.26 | 2,453 | 5.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,371 | -1.39 | 1,566 | 13.32 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 4,801 | 0.00 | 725 | 14.92 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1,828 | 0.00 | 276 | 14.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,206 | 25.04 | 5,158 | 43.45 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,493 | -3.36 | 829 | 11.13 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 174 | 0.00 | 26 | 18.18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,839 | -79.23 | 278 | -76.18 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 12,800 | 1,932 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 15 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 305 | 46 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 354 | -78.60 | 53 | -75.58 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,593 | -1.04 | 995 | 13.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671,403 | -2.02 | 101,362 | 12.57 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 2,846 | -1.32 | 430 | 13.49 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 500 | 0.00 | 75 | 15.38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,955 | 9.29 | 1,050 | 25.48 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11,273 | -5.64 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,167 | -11.49 | 780 | 1.69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1,597 | 249 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3,775 | -0.26 | 570 | 14.49 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 2,331 | 0.00 | 352 | 14.71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21,463 | -9.21 | 3,240 | 4.31 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,571 | -2.06 | 5,672 | 12.54 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 46 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,103 | 1,201.79 | 770 | 1,409.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,326 | 12.36 | 1,861 | 29.08 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,715 | -0.19 | 1,316 | 14.65 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 20,117 | -0.30 | 3,037 | 14.56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,239 | -0.14 | 2,754 | 14.71 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,849 | -6.34 | 732 | 7.65 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 8,569 | -11.40 | 1,294 | 129,200.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,279 | -5.54 | 193 | 9.04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,748 | -21.03 | 415 | -9.41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,383 | -0.16 | 964 | 14.64 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 325 | 0.00 | 49 | 16.67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,117 | -0.28 | 320 | 14.75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,019 | 33.70 | 456 | 53.72 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 24,626 | 8.16 | 3,718 | 24.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,374 | 20.47 | 4,736 | 38.44 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,557 | 0.00 | 711 | 18.70 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,723 | -0.88 | 2,223 | 13.89 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 266 | -6.34 | 40 | 8.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5,822 | -0.46 | 879 | 14.32 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,793 | -8.25 | 1,931 | 5.40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,440 | 55.46 | 670 | 78.67 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 1,975 | 0.00 | 298 | 15.06 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 27,716 | 4,184 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 148 | 22 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 6,475 | 0.00 | 978 | 14.94 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5,029 | -66.67 | 752 | -60.39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,664 | -2.93 | 1,006 | 11.53 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,629 | -1.09 | 548 | 13.49 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15,400 | 0.00 | 2,337 | 20.46 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,674 | -5.50 | 706 | 8.63 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 33 | 0.00 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 68,927 | -70.03 | 10 | -66.67 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 324 | -40.33 | 49 | -32.39 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 4,198 | 0.00 | 634 | 14.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,492 | -8.73 | 2,037 | 4.84 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 403 | 0.00 | 60 | 13.21 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 161 | 0.00 | 24 | 14.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,047 | 0.00 | 762 | 14.93 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,135 | -9.03 | 4,249 | 4.53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,157 | 45.32 | 1,081 | 66.92 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 189 | 29 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4,970 | -0.38 | 751 | 14.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,298 | 0.04 | 1,404 | 15.28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13,863 | 33.68 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 688 | 0.00 | 104 | 8.42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 268,160 | 37.84 | 40,484 | 58.38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,800 | 0.00 | 280 | 27.40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 14 | 2 | ||||||
| 2025-04-28 | 13F | ABLE Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 6,058 | -28.60 | 915 | -17.95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 160 | 32.23 | 24 | 60.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,845 | 0.00 | 430 | 15.01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,141 | 100.96 | 474 | 131.22 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 2,000 | 0.00 | 302 | 14.89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,805 | 0.05 | 586 | 13.13 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 7,161 | 1.00 | 1,081 | 16.11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 40,934 | -2.09 | 6,180 | 12.49 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116,224 | -3.00 | 17,546 | 11.45 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1,896 | 0.00 | 286 | 14.86 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,119 | 0.00 | 622 | 14.79 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 1,872 | 0.00 | 283 | 15.10 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 1,355 | 205 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 282 | 0.00 | 43 | 13.51 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2,489 | 0.00 | 376 | 14.68 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 116 | 0.00 | 18 | 13.33 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,530 | -38.89 | 835 | -29.86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,598 | 543 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78,709 | 8.28 | 11,883 | 24.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,575 | 0.00 | 238 | 15.05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11,205 | -5.48 | 1,692 | 8.61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 3,304 | 0.00 | 499 | 14.75 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61,314 | 33.01 | 9,257 | 52.81 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,510 | -1.65 | 379 | 12.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,406 | 6.84 | 363 | 16.72 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 2,509 | -17.52 | 379 | -5.26 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 38,022 | 79.41 | 5,740 | 106.18 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,771 | -13.50 | 871 | -0.57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14,883 | -56.78 | 2,247 | -50.35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,162 | 1.45 | 3,195 | 16.53 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,736 | 53.32 | 715 | 76.30 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 35 | 5 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,070 | -12.81 | 313 | 0.32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,616 | 338.33 | 4,924 | 403.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 237,805 | -9.99 | 35,901 | 3.41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 15,504 | 153.17 | 2,310 | 187.19 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 1,207 | -9.79 | 185 | 5.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29,260 | 28.64 | 4,417 | 47.82 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,029 | 0.00 | 316 | 18.42 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 41,381 | 0.51 | 6,247 | 15.49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,746 | -0.87 | 415 | 14.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 427,085 | -1.60 | 64,477 | 13.06 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2,962 | 0.00 | 447 | 14.91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,228 | -18.50 | 4,262 | -6.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,493 | -0.55 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 1,426 | 215 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 7,776 | 98.32 | 1,174 | 127.77 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 7,816 | -0.69 | 1,180 | 14.02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 418 | -95.60 | 63 | -95.01 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 19,406 | 3.38 | 2,930 | 18.78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,922 | 0.41 | 1,347 | 15.42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,729 | 2.19 | 563 | 17.33 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,854 | 0.00 | 431 | 14.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 525 | 0.00 | 79 | 16.18 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 176,699 | -3.49 | 26,676 | 10.89 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,020 | -26.03 | 456 | -15.11 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,966 | 40.87 | 901 | 61.87 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1,760 | 266 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11,095 | -2.20 | 1,675 | 12.42 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 699 | 0.00 | 106 | 15.38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,674 | 13.00 | 3,121 | 29.83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,658 | -12.50 | 1 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2,063 | 0.00 | 312 | 14.76 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6,405 | -3.03 | 967 | 11.42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145,646 | -8.23 | 21,988 | 5.44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22,650 | 502.23 | 3,419 | 592.11 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 10,232 | -9.07 | 1,545 | 4.47 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,083 | 124.22 | 164 | 158.73 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4,435 | 0.00 | 670 | 14.95 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 209 | 0.00 | 32 | 14.81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,340 | 0.00 | 504 | 15.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 785,040 | 7.44 | 118,518 | 23.44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,209 | 0.00 | 183 | 15.19 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,923 | -32.74 | 290 | -22.67 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2,209 | 0.00 | 333 | 14.83 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 42,995 | 84.54 | 6 | 100.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7,555 | 0.33 | 1,141 | 15.27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53,495 | -1.73 | 8,076 | 12.90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 154,077 | 2.75 | 23,261 | 18.06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,564 | 15.91 | 387 | 33.45 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,255 | -3.22 | 19,967 | 11.20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 390 | 0.00 | 59 | 13.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,144 | 24.51 | 477 | 44.11 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 10,098 | -0.33 | 2 | 0.00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1,861 | 1.75 | 281 | 16.67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 371 | 51 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 3,291 | -1.47 | 497 | 13.24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,293 | 2.23 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4,022 | 17.57 | 611 | 36.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19,437 | -0.22 | 2,934 | 14.65 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4,348 | 0.00 | 648 | 12.13 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1,595 | 241 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | 6.33 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 23,800 | 3,593 |
