Podstawowe statystyki
| Właściciele instytucjonalni | 200 total, 200 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Średnia alokacja portfela | 0.0928 % - change of -12,96% MRQ |
| Akcje instytucjonalne (długie) | 9 224 920 (ex 13D/G) - change of -0,08MM shares -0,96% MRQ |
| Wartość instytucjonalna (długa) | $ 770 574 USD ($1000) |
Własność instytucjonalna i akcjonariusze
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (MX:FTA) posiada 200 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 9,224,920 akcji. Do największych akcjonariuszy należą Morgan Stanley, LPL Financial LLC, UBS Group AG, Envestnet Asset Management Inc, Bank Of America Corp /de/, Cetera Investment Advisers, Royal Bank Of Canada, Raymond James Financial Inc, Wells Fargo & Company/mn, and Kingsview Wealth Management, LLC .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (BMV:FTA) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Fmr Llc | 4 238 | -0,33 | 365 | 3,11 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1 201 | 0,00 | 103 | 3,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 14 957 | -6,63 | 1 289 | -3,45 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 11 827 | -50,36 | 1 019 | -48,72 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 42 168 | 2,77 | 3 633 | 6,23 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 343 | 0,00 | 30 | 3,57 | ||||
| 2026-02-17 | 13F | Creative Planning | 39 786 | 0,53 | 3 427 | 3,94 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 11 847 | -0,15 | 1 021 | 3,24 | ||||
| 2025-11-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 5 607 | 0,59 | 483 | 4,09 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 177 | 84,38 | 15 | 114,29 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1 644 | -46,74 | 142 | -42,91 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 963 | 0,00 | 83 | 2,50 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 55 397 | 0,04 | 4 772 | 3,42 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 12 709 | -9,78 | 1 135 | -3,49 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 562 | 282,31 | 49 | 300,00 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 5 627 | 0,16 | 485 | 3,42 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 7 482 | 0,47 | 645 | 3,70 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 7 550 | 0,00 | 650 | 3,34 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 19 067 | 2,24 | 1 643 | 5,66 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 31 690 | -8,20 | 2 730 | -5,08 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 84 522 | -0,40 | 7 281 | 2,97 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 2 812 | 1,26 | 242 | 4,76 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 33 928 | 11,34 | 2 923 | 15,08 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2 176 | -4,56 | 187 | -1,06 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1 001 829 | 8,44 | 86 305 | 12,11 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 151 263 | -6,76 | 13 031 | -3,61 | ||||
| 2026-01-22 | 13F | City Holding Co | 165 | 0,00 | 14 | 7,69 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 164 | 3,16 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 30 972 | 0,13 | 2 668 | 3,53 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 124 | 11 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 28 017 | -3,47 | 2 414 | -0,21 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 403 | 35 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 156 | 0,65 | 13 | 8,33 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4 180 | -0,69 | 360 | 2,86 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 455 | 51,16 | 39 | 56,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 70 747 | 3,30 | 6 095 | 6,80 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 1 892 | -34,21 | 163 | -32,22 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 19 217 | 24,44 | 1 655 | 29,20 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5 261 | 6,48 | 453 | 10,22 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 343 490 | 0,36 | 29 591 | 3,76 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 2 788 | 240 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 58 096 | 3,38 | 5 005 | 6,88 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 563 | 0,00 | 49 | 4,35 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 42 308 | -2,86 | 3 645 | 0,41 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 3 234 | -1,52 | 279 | 1,83 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 19 | 2 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1 809 | -2,22 | 156 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 5 944 | 0,58 | 512 | 4,07 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2 432 | -70,17 | 209 | -66,45 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 720 | 20,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 158 983 | 2,98 | 14 | 8,33 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 25 001 | 6,50 | 2 154 | 10,07 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 784 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 6 407 | -1,34 | 552 | 1,85 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 8 008 | 0,00 | 690 | 3,30 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 347 048 | 0,24 | 29 897 | 3,64 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 2 835 | -0,04 | 244 | 3,39 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 733 | 63 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 6 966 | 0,00 | 600 | 3,45 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13 382 | -7,54 | 1 153 | -4,40 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 16 875 | -0,43 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 18 929 | 1,41 | 1 631 | 4,82 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 88 106 | -59,12 | 7 590 | -57,73 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 4 476 | 0,20 | 386 | 3,49 | ||||
| 2025-11-05 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 4 371 | -4,94 | 377 | -1,83 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 2 653 | 0,11 | 229 | 3,64 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 6 354 | 532 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 401 410 | -1,25 | 34 581 | 2,09 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 13 309 | -4,66 | 1 147 | -1,46 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 8 901 | -2,51 | 767 | 0,79 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 5 823 | -15,55 | 502 | -12,72 | ||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 11 195 | -12,15 | 964 | -9,14 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 195 046 | -2,63 | 16 803 | 0,66 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 4 186 | 0,00 | 361 | 3,45 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 15 148 | 3,29 | 1 305 | 6,71 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 3 169 | 0,00 | 273 | 3,41 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 3 577 | 16,25 | 308 | 20,31 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 10 259 | -94,86 | 884 | -94,69 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 42 400 | 4,16 | 3 653 | 7,67 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 3 374 | 0,00 | 291 | 3,20 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 2 730 | -4,11 | 235 | -0,84 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5 648 | 0,18 | 487 | 3,62 | ||||
| 2026-02-05 | 13F | Triton Wealth Management, PLLC | 23 155 | -1,03 | 2 106 | 9,01 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 18 837 | -7,59 | 1 623 | -4,48 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 267 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 250 | -24,22 | 194 | -21,86 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4 534 | 391 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 103 | -50,00 | 9 | -52,94 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 41 042 | -2,24 | 3 536 | 1,06 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 227 | 0,00 | 20 | 5,56 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2 261 | 8 596,15 | 195 | 9 600,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2 855 | 0,00 | 246 | 3,38 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 3 990 | -3,08 | 344 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1 615 | -14,78 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 6 298 | 5,72 | 543 | 9,27 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 370 | 0,00 | 32 | 3,33 | ||||
| 2026-01-29 | 13F | UBS Group AG | 971 880 | 0,25 | 83 726 | 3,64 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 11 966 | 1 031 | ||||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 19 106 | 1,33 | 1 658 | 5,47 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 3 263 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 22 996 | -0,67 | 1 995 | 3,74 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 10 037 | 0,24 | 865 | 3,60 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 10 | 0,00 | 1 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 1 601 | 0,00 | 138 | 3,01 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 300 | 0,00 | 26 | 4,17 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 211 | 0,00 | 18 | 5,88 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 2 774 | -14,91 | 239 | -11,81 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 226 | 47,71 | 19 | 58,33 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 613 | 0,00 | 53 | 1,96 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 898 | 0,00 | 77 | 4,05 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 13 918 | 0,39 | 1 199 | 3,72 | ||||
| 2026-02-04 | 13F | Blackhawk Capital Partners LLC. | 8 720 | -5,91 | 751 | -2,72 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 2 705 | 0,00 | 233 | 3,56 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 6 085 | 20,07 | 524 | 24,17 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7 553 | -12,29 | 651 | -9,34 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 96 188 | -2,17 | 8 286 | 1,15 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 2 843 | -8,53 | 245 | -5,43 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 1 552 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 107 | -49,35 | 440 | -47,74 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 2 161 | 186 | ||||||
| 2025-11-12 | 13F | Traction Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 21 639 | -1,87 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 297 | 0,00 | 26 | 4,17 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 76 887 | -5,06 | 6 624 | -1,84 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 138 081 | 3,03 | 11 895 | 6,52 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 300 | 0,00 | 26 | 4,17 | ||||
| 2026-02-05 | 13F | 626 Financial, LLC | 2 645 | 0,00 | 228 | 3,18 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 297 555 | 9,25 | 25 634 | 12,95 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 7 732 | 3,55 | 666 | 7,07 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2 702 | 5,42 | 225 | 11,94 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 5 131 | 0,00 | 454 | 4,86 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 2 500 | -10,71 | 215 | -7,73 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5 235 | -48,32 | 451 | -46,68 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 191 676 | -1,82 | 16 512 | 1,51 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 2 298 | 198 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 14 288 | -0,12 | 1 231 | 3,19 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 6 150 | 5,78 | 530 | 9,30 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 7 339 | -2,09 | 632 | 1,28 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 2 914 | -15,93 | 251 | -12,85 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3 007 | 2,04 | 265 | 7,29 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 94 302 | 12,35 | 8 127 | 16,17 | ||||
| 2026-02-02 | 13F | CX Institutional | 468 | -18,47 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 64 959 | -2,02 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 4 224 | 364 | ||||||
| 2026-01-27 | 13F | Morey & Quinn Wealth Partners, LLC | 7 650 | 0,00 | 659 | 3,45 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 100 604 | 9,42 | 8 667 | 13,13 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 13 246 | 0,11 | 1 141 | 3,54 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 14 934 | 0,00 | 1 286 | 3,38 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 3 202 | 29,43 | 276 | 33,50 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 2 517 | 0,00 | 217 | 3,35 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 60 088 | -0,24 | 5 176 | 3,15 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2 955 | 255 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 40 152 | -2,99 | 3 459 | 0,29 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2 009 411 | -2,08 | 173 106 | 1,24 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 2 361 | 203 | ||||||
| 2026-01-07 | 13F | Private Client Services, Llc | 3 660 | 0,00 | 315 | 3,62 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 2 862 | 0,25 | 247 | 3,80 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 6 461 | -13,91 | 557 | -11,04 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 207 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 10 055 | 866 | ||||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 89 251 | 0,12 | 7 689 | 3,50 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 1 037 | 0,00 | 89 | 3,49 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 22 036 | -0,78 | 1 898 | 2,59 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 16 792 | -2,16 | 1 447 | 2,05 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 135 355 | -3,57 | 11 664 | -0,20 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 2 915 | -3,09 | 251 | 0,40 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 36 | 3 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 4 | -99,81 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 6 945 | -0,23 | 598 | 3,10 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 3 615 | 0 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2 383 | 0 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 14 051 | 0,12 | 1 211 | 3,51 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 4 236 | 15,17 | 0 | |||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 22 170 | -3,55 | 1 910 | -0,31 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 14 101 | -5,70 | 1 215 | -2,57 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 3 776 | -79,75 | 325 | -79,07 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9 239 | -28,61 | 796 | -26,25 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 2 822 | 0,61 | 243 | 4,29 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 5 670 | -1,56 | 488 | 1,88 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1 548 | 138 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 2 950 | -14,89 | 254 | -11,81 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 37 782 | -1,25 | 3 255 | 2,07 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 133 816 | -13,19 | 11 528 | 95 958,33 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 4 143 | 0,00 | 357 | 3,19 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 141 002 | 2,03 | 12 147 | 5,50 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 5 573 | 93,31 | 480 | 100,00 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 3 772 | -0,21 | 325 | 3,18 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 210 | -15,66 | 18 | -10,00 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 14 907 | 187,00 | 1 284 | 197,22 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9 298 | 3,58 | 801 | 7,09 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 237 267 | -18,72 | 20 440 | -15,97 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 11 762 | 3,17 | 1 013 | 6,53 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 928 | -34,42 | 80 | -32,48 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 8 813 | -4,02 | 759 | -0,78 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 40 902 | 3,22 | 3 524 | 6,73 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 4 341 | -15,87 | 374 | -13,05 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 6 479 | -4,73 | 558 | -1,41 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1 947 | -2,94 | 168 | 0,00 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 55 085 | -5,80 | 4 745 | -2,61 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 217 | 0,00 | 19 | 0,00 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 37 | 3 |
Other Listings
| US:FTA | 92,69 USD |
