Mga Batayang Estadistika
| Pemilik Institusional | 173 total, 173 long only, 0 short only, 0 long/short - change of 4.85% MRQ |
| Alokasi Portofolio Rata-rata | 0.3908 % - change of 20.14% MRQ |
| Saham Institusional (Jangka Panjang) | 33,789,586 (ex 13D/G) - change of 1.13MM shares 3.46% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 710,594 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF (US:FTHI) memiliki 173 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 33,789,586 saham. Pemegang saham terbesar meliputi 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. .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF (NasdaqGM:FTHI) 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 23.39 / share. Previously, on September 6, 2024, the share price was 22.26 / share. This represents an increase of 5.08% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | FIRST TRUST PORTFOLIOS LP | 16,143,864 | 15,663,087 | -2.98 | 26.12 | -6.68 |
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
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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
