Statistici de bază
| Proprietari instituționali | 177 total, 177 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Alocarea medie a portofoliului | 0.1688 % - change of -7,65% MRQ |
| Acțiuni instituționale (lung) | 20.746.327 (ex 13D/G) - change of -1,16MM shares -12,38% MRQ |
| Valoare instituțională (lungă) | $ 608.930 USD ($1000) |
Proprietatea instituțională și acționarii
First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund (MX:FGD) are 177 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 20,746,327 acțiuni. Cei mai mari acționari includ 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) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.
Scorul de sentiment al fondului
Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.
Frecvența actualizării: zilnic
Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.
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Depuneri 13F și NPORT
Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Actualizare
pentru a debloca date premium și a exporta în Excel 
.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 31,66 USD |
