Statistici de bază
| Proprietari instituționali | 203 total, 203 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Alocarea medie a portofoliului | 0.0928 % - change of -12,96% MRQ |
| Acțiuni instituționale (lung) | 9.232.184 (ex 13D/G) - change of -0,08MM shares -0,96% MRQ |
| Valoare instituțională (lungă) | $ 771.425 USD ($1000) |
Proprietatea instituțională și acționarii
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (MX:FTA) are 203 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 9,232,184 acțiuni. Cei mai mari acționari includ 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) 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 
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 2.989 | 257 | ||||||
| 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 | ||||
| 2026-02-03 | 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 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 17 | 229 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2.383 | 0 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 4.258 | 4,93 | 367 | 8,28 | ||||
| 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 | 90,20 USD |
