Podstawowe statystyki
| Właściciele instytucjonalni | 185 total, 185 long only, 0 short only, 0 long/short - change of 10,96% MRQ |
| Średnia alokacja portfela | 0.1152 % - change of 4,26% MRQ |
| Akcje instytucjonalne (długie) | 8 813 596 (ex 13D/G) - change of 0,30MM shares 6,11% MRQ |
| Wartość instytucjonalna (długa) | $ 732 311 USD ($1000) |
Własność instytucjonalna i akcjonariusze
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund (MX:FDT) posiada 185 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 8,813,596 akcji. Do największych akcjonariuszy należą Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Envestnet Asset Management Inc, Citadel Advisors Llc, Cetera Investment Advisers, Raymond James Financial Inc, First Trust Advisors Lp, and Janney Montgomery Scott LLC .
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund (BMV:FDT) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
aby odblokować dane premium i eksportować do Excela 
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Family Legacy, Inc. | 6 975 | 10,35 | 606 | 20,72 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 35 | 0,00 | 3 | 50,00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 17 336 | -7,50 | 1 507 | 1,14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7 519 | 22,58 | 654 | 34,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24 890 | -5,00 | 1 977 | 0,15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3 328 | 6,12 | 289 | 16,06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 264 936 | 30,48 | 23 031 | 42,78 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 0,00 | 4 | 33,33 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 944 | 25,53 | 82 | 38,98 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 195 482 | 16 993 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 114 | 0,00 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 5 140 | 447 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 7 629 | -0,96 | 663 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 900 514 | 115,41 | 78 281 | 135,70 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 31 565 | -0,02 | 2 744 | 9,37 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7 235 | 1,97 | 629 | 11,55 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2 170 | 0,00 | 189 | 9,30 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 118 141 | -22,85 | 10 270 | -15,59 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22 155 | -8,53 | 1 760 | 175 900,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 348 387 | -14,21 | 30 285 | -6,13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 220 | 0,00 | 19 | 11,76 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11 212 | 28,87 | 975 | 40,96 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 200 | 0,00 | 17 | 13,33 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 6 014 | 0,00 | 523 | 9,43 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7 882 | 685 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 2 519 | 0,00 | 219 | 9,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 679 | -91,04 | 149 | -90,06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 30 | 3 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3 312 | 279,82 | 288 | 315,94 | ||||
| 2026-05-12 | 13F | Creative Planning | 2 864 | -6,37 | 249 | 2,06 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 876 | -3,95 | 76 | 5,56 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 29 412 | -30,30 | 2 557 | -23,75 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 540 | 308 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 50 | 11,11 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 275 | 0,00 | 24 | 9,52 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 872 | 419,05 | 76 | 476,92 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 8 423 | -19,73 | 732 | -12,12 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 112 349 | -21,31 | 9 769 | -13,88 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 71 759 | 79,40 | 6 238 | 96,35 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 117 | 55,79 | 97 | 73,21 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13 863 | 0,22 | 1 205 | 9,74 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 717 | 0,42 | 62 | 10,71 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 12 656 | 23,85 | 1 100 | 35,64 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 210 | 0,00 | 18 | 12,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 350 | -5,34 | 504 | -0,20 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 3 745 | 0,00 | 298 | 5,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 42 104 | -47,33 | 3 660 | -42,36 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2 360 | 205 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 34 995 | -32,02 | 3 042 | -25,61 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 220 | 2 957,97 | 367 | 3 560,00 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 20 704 | -10,18 | 1 800 | -1,75 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23 771 | 224,25 | 2 066 | 254,98 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 125 226 | 12,30 | 10 886 | 22,87 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2 462 | 214 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 256 428 | 547,32 | 22 | 633,33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2 388 | 208 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2 959 | 5,60 | 257 | 15,77 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 30 202 | 2 625 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3 383 | 0,00 | 294 | 9,70 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 10 717 | -35,76 | 932 | -29,74 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 170 | 0,00 | 15 | 7,69 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13 402 | -44,14 | 1 165 | -38,88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7 224 | -3,38 | 628 | 5,56 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2 180 | 218 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 12 040 | 3,45 | 957 | 9,01 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 95 679 | -52,22 | 8 | -46,67 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 254 | -13,01 | 22 | -4,35 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 10 640 | 0,00 | 925 | -1,18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 400 | 0,00 | 35 | 9,68 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 32 052 | 6,80 | 2 786 | 16,86 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4 403 | -23,97 | 383 | -16,96 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 144 | 25,22 | 13 | 33,33 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 59 874 | -5,50 | 5 205 | 3,40 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 943 | 30,23 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 1 264 068 | 14,19 | 109 885 | 24,94 | ||||
| 2026-05-05 | 13F | PFG Advisors | 4 001 | -13,66 | 348 | -5,71 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 914 | -15,46 | 232 | -10,81 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 215 975 | 20,63 | 18 774 | 31,98 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 2 392 | -25,97 | 208 | -19,14 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17 270 | -30,97 | 1 501 | -24,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 134 942 | 32,59 | 11 730 | 45,08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 687 | -37,75 | 147 | -32,09 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 93 | 0,00 | 8 | 14,29 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 1 871 | -52,90 | 325 | 3,17 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 6 558 | 84,42 | 570 | 102,13 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5 776 | 115,04 | 529 | 126,07 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14 403 | 1 252 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18 443 | 1 603 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 627 | 0,58 | 663 | 10,13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 710 | 10,66 | 240 | 23,20 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 43 000 | 66,47 | 3 738 | 82,12 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 81 144 | 0,17 | 7 054 | 9,60 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 568 | 7,37 | 49 | 16,67 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 6 348 | -9,44 | 552 | -0,90 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10 078 | -17,74 | 876 | -9,97 | ||||
| 2026-01-29 | 13F | Comerica Bank | 13 997 | -36,13 | 1 112 | -32,65 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25 793 | 38,85 | 2 242 | 52,00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2 732 | 237 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16 996 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 864 273 | 2,36 | 75 131 | 12,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 296 329 | 25 760 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 37 997 | -9,83 | 3 303 | -1,31 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 269 | -30,49 | 23 | -23,33 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 47 192 | -4,56 | 4 102 | 4,43 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 22 363 | 1 944 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 100 | -97,78 | 9 | -97,77 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 246 | 0,00 | 21 | 10,53 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 881 | -5,06 | 74 | 0,00 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 202 | 18 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 278 | -37,81 | 24 | -31,43 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 16 942 | 31,38 | 602 | -41,31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3 628 | -9,25 | 315 | -0,63 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 43 234 | 28,97 | 3 758 | 41,12 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 319 | 203 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 240 | 0,00 | 21 | 5,26 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 283 | 25 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 283 400 | 5,42 | 24 636 | 15,35 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 10 153 | 0,00 | 883 | 9,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39 340 | 329,43 | 3 420 | 370,29 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 25 609 | 138,05 | 2 226 | |||||
| 2026-04-23 | 13F | American National Bank | 78 | 0,00 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 17 002 | 1,14 | 1 478 | 10,64 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3 108 | 270 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 29 378 | 2 554 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 356 | 3 547,83 | 292 | 4 057,14 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 495 | -16,24 | 42 | -12,77 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6 799 | -7,79 | 591 | 1,03 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6 143 | 534 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 81 376 | -5,41 | 7 074 | 3,50 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 38 290 | 89,66 | 3 329 | 107,61 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11 067 | -19,36 | 962 | -11,74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 211 | -5,98 | 366 | 3,10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42 246 | 17,00 | 3 672 | 28,03 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3 708 | 0,82 | 322 | 10,27 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2 859 | -5,67 | 249 | 3,33 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 203 985 | 23,62 | 17 951 | 29,68 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 34 174 | 0,08 | 2 971 | 9,51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3 512 | 24,14 | 305 | 36,16 | ||||
| 2026-05-05 | 13F | UBS Group AG | 641 778 | 125,37 | 55 790 | 146,60 | ||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 11 470 | 149,62 | 997 | 173,15 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6 902 | 24,05 | 600 | 35,52 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 258 270 | 2 056,92 | 22 451 | 2 260,78 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3 150 | 274 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 9 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 9 318 | 171,27 | 810 | 197,79 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 3 120 | 0,00 | 0 | |||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 19 036 | -33,85 | 1 655 | -27,65 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 731 | 0,00 | 150 | 9,49 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 4 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 4 200 | 365 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 2 473 | -27,24 | 215 | -20,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10 248 | 891 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5 445 | -26,39 | 473 | -19,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 465 | 12 972,82 | 1 171 | 14 525,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 11 525 | 2,24 | 1 002 | 11,84 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 12 053 | -22,76 | 1 048 | -15,50 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2 421 | 210 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2 360 | 205 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3 962 | -6,71 | 344 | 2,08 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 946 | 82 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 26 793 | 198,70 | 2 267 | 218,40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 785 | 590 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 25 087 | -32,87 | 2 181 | -26,55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 351 | 31 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 238 100 | 14,56 | 20 697 | 25,35 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 55 595 | -3,82 | 4 833 | 5,23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 131 006 | -13,47 | 11 389 | -5,32 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6 924 | -4,65 | 602 | 4,34 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 048 | 91 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 15 348 | 1 334 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 599 | 52 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 6 038 | 118,29 | 525 | 139,27 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3 546 | 0,94 | 331 | 7,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7 214 | 39,75 | 627 | 52,93 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 22 597 | -0,38 | 1 964 | 8,99 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 21 355 | 115,08 | 1 698 | 115,48 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 191 | 0,37 | 191 | 9,83 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 31 879 | -26,76 | 2 771 | -19,87 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20 935 | -30,30 | 1 820 | -23,76 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 4 089 | -0,66 | 355 | 8,56 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 37 | 3 | ||||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 3 194 | -14,69 | 278 | -6,73 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1 450 | 0,00 | 126 | 9,57 |
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| US:FDT | 94,19 USD |
