Statistik Asas
| Pemilik Institusi | 197 total, 196 long only, 0 short only, 1 long/short - change of -0.50% MRQ |
| Purata Peruntukan Portfolio | 0.2543 % - change of 1.48% MRQ |
| Saham Institusi (Panjang) | 5,338,235 (ex 13D/G) - change of -0.04MM shares -0.69% MRQ |
| Nilai Institusi (Panjang) | $ 665,790 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (US:FTC) telah 197 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,338,235 saham. Pemegang saham terbesar termasuk Morgan Stanley, LPL Financial LLC, Janney Montgomery Scott LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, UBS Group AG, Commonwealth Equity Services, Llc, First Trust Advisors Lp, Bank Of America Corp /de/, and Baird Financial Group, Inc. .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund (NasdaqGM:FTC) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 156.58 / share. Previously, on September 9, 2024, the share price was 122.50 / share. This represents an increase of 27.82% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,166 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 192,066 | 0.59 | 29 | 12.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23,333 | 33.10 | 3,523 | 52.93 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,545 | -2.28 | 1,894 | 10.90 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Beck Bode, LLC | 11,005 | -27.96 | 1,661 | -17.24 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 1,377 | -28.36 | 208 | -17.86 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 114,984 | 22.36 | 17 | 41.67 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,504 | 227 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5,434 | -3.46 | 820 | 10.96 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 87 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 16,212 | 2,448 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 104 | -80.27 | 16 | -79.17 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 928 | -3.33 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,323 | 73.98 | 1,256 | 100.00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10,780 | 0.00 | 1,627 | 14.90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,526 | -3.72 | 230 | 10.58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,821 | 0.05 | 275 | 14.64 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 3,253 | 0.00 | 427 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3,353 | -7.17 | 506 | 6.75 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2,246 | -8.25 | 339 | 5.61 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2,000 | 0.00 | 302 | 14.89 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 4,875 | 0.00 | 736 | 9.21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 443,362 | -1.00 | 67 | 13.79 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 2,623 | 0.00 | 396 | 14.83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,097 | -1.49 | 769 | 13.25 | ||||
| 2025-05-02 | 13F | Schrum Private Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1,860 | 0.00 | 281 | 14.75 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31,337 | -2.57 | 4,731 | 11.93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,998 | 4.63 | 604 | 20.12 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 435 | 0.00 | 66 | 14.04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34,721 | 9.60 | 5,242 | 25.93 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 16,248 | -8.26 | 2,453 | 5.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,371 | -1.39 | 1,566 | 13.32 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 4,801 | 0.00 | 725 | 14.92 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1,828 | 0.00 | 276 | 14.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,206 | 25.04 | 5,158 | 43.45 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,493 | -3.36 | 829 | 11.13 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 174 | 0.00 | 26 | 18.18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,839 | -79.23 | 278 | -76.18 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 12,800 | 1,932 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 15 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 305 | 46 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 354 | -78.60 | 53 | -75.58 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,593 | -1.04 | 995 | 13.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671,403 | -2.02 | 101,362 | 12.57 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 2,846 | -1.32 | 430 | 13.49 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 500 | 0.00 | 75 | 15.38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,955 | 9.29 | 1,050 | 25.48 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11,273 | -5.64 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,167 | -11.49 | 780 | 1.69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1,597 | 249 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3,775 | -0.26 | 570 | 14.49 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 2,331 | 0.00 | 352 | 14.71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21,463 | -9.21 | 3,240 | 4.31 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,571 | -2.06 | 5,672 | 12.54 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 46 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,103 | 1,201.79 | 770 | 1,409.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,326 | 12.36 | 1,861 | 29.08 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,715 | -0.19 | 1,316 | 14.65 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 20,117 | -0.30 | 3,037 | 14.56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,239 | -0.14 | 2,754 | 14.71 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,849 | -6.34 | 732 | 7.65 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 8,569 | -11.40 | 1,294 | 129,200.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,279 | -5.54 | 193 | 9.04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,748 | -21.03 | 415 | -9.41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,383 | -0.16 | 964 | 14.64 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 325 | 0.00 | 49 | 16.67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,117 | -0.28 | 320 | 14.75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,019 | 33.70 | 456 | 53.72 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 24,626 | 8.16 | 3,718 | 24.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,374 | 20.47 | 4,736 | 38.44 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,557 | 0.00 | 711 | 18.70 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,723 | -0.88 | 2,223 | 13.89 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 266 | -6.34 | 40 | 8.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5,822 | -0.46 | 879 | 14.32 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,793 | -8.25 | 1,931 | 5.40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,440 | 55.46 | 670 | 78.67 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 1,975 | 0.00 | 298 | 15.06 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 27,716 | 4,184 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 148 | 22 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 6,475 | 0.00 | 978 | 14.94 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5,029 | -66.67 | 752 | -60.39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,664 | -2.93 | 1,006 | 11.53 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,629 | -1.09 | 548 | 13.49 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15,400 | 0.00 | 2,337 | 20.46 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,674 | -5.50 | 706 | 8.63 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 33 | 0.00 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 68,927 | -70.03 | 10 | -66.67 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 324 | -40.33 | 49 | -32.39 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 4,198 | 0.00 | 634 | 14.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,492 | -8.73 | 2,037 | 4.84 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 403 | 0.00 | 60 | 13.21 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 161 | 0.00 | 24 | 14.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,047 | 0.00 | 762 | 14.93 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,135 | -9.03 | 4,249 | 4.53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,157 | 45.32 | 1,081 | 66.92 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 189 | 29 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4,970 | -0.38 | 751 | 14.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,298 | 0.04 | 1,404 | 15.28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13,863 | 33.68 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 688 | 0.00 | 104 | 8.42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 268,160 | 37.84 | 40,484 | 58.38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,800 | 0.00 | 280 | 27.40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 14 | 2 | ||||||
| 2025-04-28 | 13F | ABLE Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 6,058 | -28.60 | 915 | -17.95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 160 | 32.23 | 24 | 60.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,845 | 0.00 | 430 | 15.01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,141 | 100.96 | 474 | 131.22 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 2,000 | 0.00 | 302 | 14.89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,805 | 0.05 | 586 | 13.13 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 7,161 | 1.00 | 1,081 | 16.11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 40,934 | -2.09 | 6,180 | 12.49 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116,224 | -3.00 | 17,546 | 11.45 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1,896 | 0.00 | 286 | 14.86 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,119 | 0.00 | 622 | 14.79 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 1,872 | 0.00 | 283 | 15.10 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 1,355 | 205 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 282 | 0.00 | 43 | 13.51 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2,489 | 0.00 | 376 | 14.68 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 116 | 0.00 | 18 | 13.33 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,530 | -38.89 | 835 | -29.86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,598 | 543 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78,709 | 8.28 | 11,883 | 24.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,575 | 0.00 | 238 | 15.05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11,205 | -5.48 | 1,692 | 8.61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 3,304 | 0.00 | 499 | 14.75 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61,314 | 33.01 | 9,257 | 52.81 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,510 | -1.65 | 379 | 12.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,406 | 6.84 | 363 | 16.72 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 2,509 | -17.52 | 379 | -5.26 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 38,022 | 79.41 | 5,740 | 106.18 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,771 | -13.50 | 871 | -0.57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14,883 | -56.78 | 2,247 | -50.35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,162 | 1.45 | 3,195 | 16.53 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,736 | 53.32 | 715 | 76.30 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 35 | 5 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,070 | -12.81 | 313 | 0.32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,616 | 338.33 | 4,924 | 403.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 237,805 | -9.99 | 35,901 | 3.41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 15,504 | 153.17 | 2,310 | 187.19 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 1,207 | -9.79 | 185 | 5.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29,260 | 28.64 | 4,417 | 47.82 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,029 | 0.00 | 316 | 18.42 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 41,381 | 0.51 | 6,247 | 15.49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,746 | -0.87 | 415 | 14.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 427,085 | -1.60 | 64,477 | 13.06 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2,962 | 0.00 | 447 | 14.91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,228 | -18.50 | 4,262 | -6.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,493 | -0.55 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 1,426 | 215 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 7,776 | 98.32 | 1,174 | 127.77 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 7,816 | -0.69 | 1,180 | 14.02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 418 | -95.60 | 63 | -95.01 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 19,406 | 3.38 | 2,930 | 18.78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,922 | 0.41 | 1,347 | 15.42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,729 | 2.19 | 563 | 17.33 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,854 | 0.00 | 431 | 14.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 525 | 0.00 | 79 | 16.18 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 176,699 | -3.49 | 26,676 | 10.89 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,020 | -26.03 | 456 | -15.11 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,966 | 40.87 | 901 | 61.87 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1,760 | 266 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11,095 | -2.20 | 1,675 | 12.42 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 699 | 0.00 | 106 | 15.38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,674 | 13.00 | 3,121 | 29.83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,658 | -12.50 | 1 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2,063 | 0.00 | 312 | 14.76 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6,405 | -3.03 | 967 | 11.42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145,646 | -8.23 | 21,988 | 5.44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22,650 | 502.23 | 3,419 | 592.11 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 10,232 | -9.07 | 1,545 | 4.47 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,083 | 124.22 | 164 | 158.73 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4,435 | 0.00 | 670 | 14.95 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 209 | 0.00 | 32 | 14.81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,340 | 0.00 | 504 | 15.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 785,040 | 7.44 | 118,518 | 23.44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,209 | 0.00 | 183 | 15.19 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,923 | -32.74 | 290 | -22.67 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2,209 | 0.00 | 333 | 14.83 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 42,995 | 84.54 | 6 | 100.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7,555 | 0.33 | 1,141 | 15.27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53,495 | -1.73 | 8,076 | 12.90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 154,077 | 2.75 | 23,261 | 18.06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,564 | 15.91 | 387 | 33.45 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,255 | -3.22 | 19,967 | 11.20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 390 | 0.00 | 59 | 13.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,144 | 24.51 | 477 | 44.11 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 10,098 | -0.33 | 2 | 0.00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1,861 | 1.75 | 281 | 16.67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 371 | 51 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 3,291 | -1.47 | 497 | 13.24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,293 | 2.23 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4,022 | 17.57 | 611 | 36.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19,437 | -0.22 | 2,934 | 14.65 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4,348 | 0.00 | 648 | 12.13 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1,595 | 241 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | 6.33 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 23,800 | 3,593 |
