Podstawowe statystyki
| Właściciele instytucjonalni | 177 total, 177 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Średnia alokacja portfela | 0.1688 % - change of -7,65% MRQ |
| Akcje instytucjonalne (długie) | 20 746 327 (ex 13D/G) - change of -1,16MM shares -12,38% MRQ |
| Wartość instytucjonalna (długa) | $ 608 930 USD ($1000) |
Własność instytucjonalna i akcjonariusze
First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund (MX:FGD) posiada 177 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 20,746,327 akcji. Do największych akcjonariuszy należą LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Ameriprise Financial Inc, Morgan Stanley, FUKOKU MUTUAL LIFE INSURANCE Co, AE Wealth Management LLC, UBS Group AG, Bank Of America Corp /de/, and Park National Corp /oh/ .
First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund (BMV:FGD) 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
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 436 628 | -7,25 | 13 217 | 101 561,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11 192 | 22,96 | 339 | 29,50 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 52 | 2 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 2 000 | -4,76 | 61 | 0,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 100 | 0,00 | 3 | 50,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 270 | 0,00 | 8 | 14,29 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 10 164 | 308 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 10 082 | -0,88 | 297 | 1,71 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1 435 937 | 47,87 | 43 466 | 55,69 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 43 750 | 199,49 | 1 324 | 215,99 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 103 435 | -5,55 | 3 131 | -0,57 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 25 447 | 770 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 59 954 | -49,38 | 1 815 | -46,73 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 191 213 | 35,83 | 5 788 | 43,02 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 56 556 | -3,15 | 1 712 | 1,97 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 46 053 | -5,76 | 1 394 | -0,71 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 984 | -22,52 | 28 | -17,65 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 12 702 | 0,75 | 384 | 6,08 | ||||
| 2026-02-17 | 13F | Creative Planning | 39 920 | 1,00 | 1 208 | 6,34 | ||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 44 | 0,00 | 1 | 0,00 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 2 397 | 2,13 | 73 | 7,46 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 58 078 | 5,40 | 1 758 | 10,98 | ||||
| 2026-02-17 | 13F | Claro Advisors LLC | 7 176 | -2,80 | 217 | 2,36 | ||||
| 2026-02-17 | 13F | Fmr Llc | 7 301 | 7,32 | 221 | 13,33 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22 756 | 28,75 | 689 | 35,43 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 185 | 0,00 | 6 | 0,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 25 214 | 19,10 | 763 | 25,49 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 500 | 15 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1 670 | 0,00 | 51 | 4,17 | ||||
| 2026-02-02 | 13F | CX Institutional | 6 267 | -0,25 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 383 | 0,73 | 42 | 5,13 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 38 | 1 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 7 441 | -54,33 | 225 | -51,92 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 885 410 | 1,72 | 26 801 | 7,09 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 123 911 | -5,53 | 3 751 | -0,53 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 10 984 | 0,27 | 332 | 5,73 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 20 256 | 40,38 | 613 | 48,07 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1 305 282 | -23,80 | 39 505 | -19,74 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 371 | 0,00 | 11 | 10,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 34 777 | -2,17 | 1 053 | 2,94 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 19 980 | 605 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 99 875 | -26,32 | 3 023 | -22,43 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 707 | 22 | ||||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 8 306 | 251 | ||||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 9 741 | -14,58 | 295 | -10,09 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 12 230 | 0,40 | 370 | 5,71 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 17 940 | 10,49 | 543 | 16,52 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 77 251 | 12,23 | 2 338 | 18,20 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 102 223 | 6,26 | 3 | 50,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 7 470 | 0,00 | 226 | 5,61 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 16 059 | -3,68 | 486 | 1,46 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 7 705 | -8,91 | 233 | -4,12 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 659 | -16,37 | 20 | -13,64 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 8 662 | -8,91 | 262 | -4,03 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 127 035 | 14,43 | 3 845 | 20,50 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 158 929 | 28,40 | 4 811 | 35,61 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 20 470 | -4,21 | 620 | 0,81 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 298 568 | 76,66 | 9 038 | 86,02 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 355 490 | 12,77 | 10 761 | 18,72 | ||||
| 2025-10-16 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 79 903 | 46,45 | 2 419 | 54,21 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 9 577 | 0,00 | 290 | 5,09 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 1 735 | 53 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 25 163 | -5,25 | 762 | -0,26 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 23 670 | -69,23 | 717 | -67,62 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 10 765 | 0,00 | 326 | 5,18 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3 336 298 | 10,08 | 100 990 | 15,90 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 270 | 1,12 | 8 | 14,29 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 22 606 | 5,54 | 684 | 11,22 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 681 466 | 18,17 | 20 628 | 24,42 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 12 094 | 1,54 | 366 | 7,02 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1 491 | 0,00 | 45 | 7,14 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 43 014 | 2,09 | 1 302 | 7,51 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 8 001 | 231 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 9 264 | 20,14 | 280 | 26,70 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 12 814 | 388 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 27 204 | 4,31 | 823 | 9,88 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 41 712 | 9,55 | 1 263 | 15,36 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 76 362 | 27,08 | 2 311 | 33,82 | ||||
| 2026-01-29 | 13F | UBS Group AG | 798 492 | 4,15 | 24 170 | 9,66 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 7 500 | -24,24 | 227 | -20,91 | ||||
| 2026-02-10 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1 063 000 | 0,00 | 32 177 | 5,29 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 176 771 | 1,22 | 5 351 | 6,55 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 112 596 | 82,01 | 3 408 | 91,68 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 200 | 0,00 | 6 | 20,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 75 263 | 0,58 | 2 278 | 5,90 | ||||
| 2026-02-13 | 13F | Creekside Partners | 116 459 | 0,95 | 3 525 | 6,30 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 7 619 | 0,00 | 231 | 5,02 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 32 552 | 26,50 | 985 | 33,29 | ||||
| 2026-02-12 | 13F | Collier Financial | 29 533 | 4,85 | 894 | 10,38 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 37 635 | 1 139 | ||||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 527 649 | 2,57 | 15 972 | 7,99 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 12 639 | 383 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 22 314 | -1,76 | 675 | 3,53 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 700 | 0,00 | 21 | 5,00 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 13 932 | -12,43 | 424 | -7,02 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 443 | 0,00 | 13 | 8,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 81 535 | 7,02 | 2 468 | 12,69 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 11 676 | 353 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 10 769 | -2,99 | 326 | 1,88 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 16 | 0 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 196 | 6 | ||||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 750 | 23 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 10 964 | -6,31 | 332 | -1,49 | ||||
| 2026-01-22 | 13F | Centennial Advisors, LLC | 10 810 | 327 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 206 170 | 21,77 | 6 241 | 28,21 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19 718 | 4,61 | 597 | 10,17 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 477 | -91,36 | 14 | -91,14 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 52 166 | 16,03 | 1 579 | 22,21 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 107 | 2,88 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 12 283 | 0,00 | 372 | 5,10 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 1 532 | 12,23 | 46 | 17,95 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 4 449 | -4,16 | 135 | 0,75 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Intellectus Partners, LLC | 29 386 | 0,34 | 890 | 5,71 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 15 624 | 0,64 | 473 | 5,83 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 16 642 | 11,46 | 504 | 17,25 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2 671 359 | 18,84 | 80 862 | 25,12 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 7 253 | 220 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 645 | 0,00 | 20 | 5,56 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 14 552 | 3,84 | 440 | 9,45 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 21 830 | 15,26 | 661 | 21,32 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 3 284 | 210,98 | 0 | |||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 17 071 | -5,48 | 517 | -0,58 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 2 730 | -8,39 | 83 | -3,53 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 13 640 | 62,71 | 413 | 70,95 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 1 250 | 38 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 26 925 | -10,30 | 815 | -5,45 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 46 465 | 61,94 | 1 406 | 70,63 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 36 616 | 5,26 | 1 108 | 10,80 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 10 071 | 0,00 | 305 | 5,19 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 12 954 | 331 | ||||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 28 118 | 31,77 | 851 | 38,83 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 21 850 | -4,14 | 673 | 2,75 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 158 | 5 | ||||||
| 2026-01-08 | 13F | DDFG, Inc | 23 713 | -0,40 | 718 | 4,82 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 297 | 0,00 | 9 | 0,00 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 40 687 | 9,01 | 1 232 | 14,73 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 9 000 | 71,43 | 272 | 81,33 | ||||
| 2025-11-04 | 13F | RiverTree Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 18 809 | 541 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 520 310 | 7,73 | 16 | 15,38 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 18 159 | -4,73 | 550 | 0,37 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 289 839 | 266,83 | 8 773 | 286,31 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 23 | 1 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 405 525 | 47,82 | 12 275 | 55,64 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 2 000 | 0,00 | 62 | 5,17 | ||||
| 2026-01-27 | 13F | Novem Group | 8 880 | 20,19 | 269 | 26,42 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 616 | 0,00 | 19 | 5,88 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 7 294 | 221 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 70 | 0,00 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 35 599 | 1 078 | ||||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 967 | 29 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 2 260 | 0,00 | 68 | 6,25 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 42 169 | 1 276 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 23 181 | 92,69 | 702 | 103,19 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 4 930 | 1,69 | 149 | 7,19 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 6 935 | 210 | ||||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 195 595 | 14,70 | 5 921 | 20,77 | ||||
| 2026-01-13 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 1 574 | -82,42 | 277 | 7,78 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 4 | 0,00 | 0 | |||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 136 | 4 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 1 111 103 | 0,36 | 33 633 | 5,66 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 170 | 126,67 | 6 | 200,00 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 95 049 | -9,67 | 2 877 | -5,42 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 95 179 | -12,62 | 2 918 | -6,80 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 137 107 | -6,16 | 4 150 | -1,19 | ||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 18 943 | 8,42 | 573 | 14,14 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 208 | 0,00 | 6 | 20,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 11 231 | 0,00 | 340 | 5,28 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 113 046 | -0,53 | 3 422 | 4,71 | ||||
| 2025-10-20 | 13F | Mid-American Wealth Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 93 973 | 8,68 | 2 845 | 14,45 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 17 792 | -0,81 | 539 | 4,47 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 3 032 | 708,53 | 92 | 810,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 17 674 | 508 | ||||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 2 336 | 24,92 | 71 | 32,08 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 30 294 | -0,75 | 917 | 4,45 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 18 741 | 0,00 | 567 | 5,39 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 50 068 | 35,80 | 1 516 | 43,06 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 33 882 | 3,46 | 1 026 | 8,93 |
Other Listings
| US:FGD | 31,50 USD |
