Statistik Asas
| Pemilik Institusi | 173 total, 173 long only, 0 short only, 0 long/short - change of 4.85% MRQ |
| Purata Peruntukan Portfolio | 0.3908 % - change of 20.14% MRQ |
| Saham Institusi (Panjang) | 33,789,586 (ex 13D/G) - change of 1.13MM shares 3.46% MRQ |
| Nilai Institusi (Panjang) | $ 710,594 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF (US:FTHI) telah 173 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 33,789,586 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Raymond James Financial Inc, D.a. Davidson & Co., Janney Montgomery Scott LLC, Royal Bank Of Canada, Cetera Investment Advisers, Stifel Financial Corp, and Cambridge Investment Research Advisors, Inc. .
First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF (NasdaqGM:FTHI) 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 23.39 / share. Previously, on September 9, 2024, the share price was 22.42 / share. This represents an increase of 4.33% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | FIRST TRUST PORTFOLIOS LP | 16,143,864 | 15,663,087 | -2.98 | 26.12 | -6.68 |
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.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 113,774 | 2.39 | 2,600 | 7.04 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 24,802 | 13.15 | 567 | 18.16 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,900 | 7.41 | 66 | 11.86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,473 | 3,034.74 | 469 | 3,808.33 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 398 | 0.00 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 20,480 | 468 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 98,980 | 8.90 | 2,262 | 6.95 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 187,621 | 0.75 | 4,287 | 5.33 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 53,820 | -1.64 | 1,230 | 2.76 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34,468 | 47.14 | 788 | 53.71 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 11,719 | -11.51 | 268 | -7.61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67,364 | -7.24 | 1,539 | -3.02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14,004 | 146.46 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,790,859 | 3.53 | 155,171 | 8.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 51,309 | 76.29 | 1,172 | 84.28 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19,333 | -53.14 | 442 | -51.05 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 98,843 | 6.95 | 2,259 | 11.78 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27,097 | 1.30 | 619 | 5.99 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 36,915 | 8.88 | 844 | 13.77 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 54,545 | -86.92 | 1,246 | -86.34 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 201,047 | 181.99 | 4,594 | 194.80 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 641,994 | 10.47 | 15 | 16.67 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 19,850 | 0.00 | 454 | 4.62 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 88,484 | 4.82 | 2,022 | 9.54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45,886 | 1.85 | 1,049 | 6.50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14,723 | 0.59 | 336 | 5.33 | ||||
| 2025-07-16 | 13F | Novem Group | 11,216 | 256 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88,302 | 2.10 | 2,018 | 6.72 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 310,505 | 22.92 | 7 | 40.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 133,235 | 1,216.42 | 3,044 | 1,277.38 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,978,349 | -1.63 | 68,055 | 2.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,071 | 0.00 | 47 | 4.44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 141,190 | 5.71 | 3,226 | 10.52 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 98,843 | 2,259 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 563 | 2.36 | 13 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 233,868 | -14.01 | 5,344 | -14.44 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 358,456 | 9.12 | 8,191 | 14.07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61,766 | 35.52 | 1,411 | 41.67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,279 | 0.00 | 75 | -2.63 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 104,531 | 10.99 | 2,389 | 16.03 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 42,281 | 4.07 | 966 | 8.78 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,914 | 1.97 | 295 | 6.88 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 41,800 | 955 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 51,443 | 1,175 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 786,087 | 13.44 | 18 | 13.33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,549 | -10.51 | 104 | -7.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 691,621 | 7.90 | 15,804 | 12.79 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 58,004 | 2.47 | 1,325 | 7.11 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 117,263 | 0.00 | 2,563 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Anchor Capital Management Group Inc | 67,000 | 0.00 | 1,531 | 4.51 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 61,940 | 3.60 | 1,415 | 8.35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,047 | 17.30 | 458 | 22.79 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15,483 | 49.19 | 354 | 56.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16,419 | -0.98 | 375 | 3.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 37,723 | 13.54 | 862 | 18.60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25,556 | 62.41 | 584 | 69.97 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 15,129 | 8.61 | 346 | 13.49 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,924 | -0.67 | 341 | 3.96 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 43,477 | 993 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 9,178 | 210 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 361 | 8 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16,497 | -23.76 | 377 | -20.34 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 19,716 | 0.87 | 451 | 5.39 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 35,773 | -6.86 | 817 | -2.62 | ||||
| 2025-06-26 | NP | ATCAX - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares | 67,000 | 0.00 | 1,486 | -4.07 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,486,389 | 3.34 | 56,814 | 8.02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16,326 | 2.33 | 373 | 7.18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,508 | 84.63 | 80 | 95.12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39,370 | -62.51 | 900 | -60.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81,802 | 21.96 | 1,869 | 27.49 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,560 | -9.25 | 36 | -5.41 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 219,632 | 0.81 | 5,019 | 5.38 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 37,497 | 0.87 | 857 | 5.42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 698,676 | 0.94 | 15,965 | 5.51 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 25,929 | 592 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 28,653 | 66.76 | 655 | 61.88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 24,515 | 560 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,281 | 212 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,337 | 8.81 | 191 | 13.77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,327 | 0.08 | 236 | 4.44 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 913 | 0.00 | 21 | 5.26 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 126,702 | 2,895 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 128,694 | -1.52 | 2,941 | 2.94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,435 | 30.10 | 101 | 36.49 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61,563 | -5.12 | 1,407 | -0.85 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 34,301 | 33.58 | 784 | 39.57 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 74,652 | -45.32 | 1,706 | -42.86 | ||||
| 2025-05-27 | NP | XFLX - FundX Flexible ETF | 183,480 | 134.00 | 4,011 | 119.85 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10,957 | 250 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 21,198 | -1.28 | 484 | 3.20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 68,849 | -18.44 | 1,573 | -14.74 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,263 | -95.87 | 29 | -95.81 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 50,749 | -0.98 | 1,160 | 3.48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,980 | 434 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,187 | 553 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13,441 | 1.14 | 306 | 5.17 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3,500 | 80 | ||||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17,110 | -44.74 | 391 | -42.31 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 11,180 | 0.24 | 255 | 4.94 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 19,863 | 5.30 | 454 | 9.95 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 684,255 | 25.23 | 16 | 36.36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,669 | 2.02 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,353 | 10.69 | 237 | 15.69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60,697 | -64.69 | 1,387 | -63.11 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 41,631 | 910 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 124,275 | -1.06 | 2,840 | 3.42 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 15,566 | -0.03 | 360 | 5.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,567,850 | 23.28 | 104,375 | 28.86 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 323,505 | -55.97 | 7,392 | -53.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,629 | -17.48 | 357 | -13.77 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9,050 | 207 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,769,271 | -9.79 | 63,278 | -5.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48,411 | -53.06 | 1,106 | -50.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 133,339 | 18.36 | 3,047 | 23.76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 293,875 | -0.79 | 6,715 | 3.71 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 12,870 | 294 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 50,685 | 8.11 | 1,158 | 13.09 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 387,576 | 17.99 | 8,856 | 23.34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,202 | -3.45 | 27 | 0.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20,543 | 469 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,022 | 7.47 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 23,092 | 0.00 | 528 | 4.56 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,610 | -3.00 | 562 | 1.44 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14,666 | 335 | ||||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 83,551 | 178.50 | 1,826 | 161.60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 94,565 | 11.80 | 2,161 | 16.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 71,644 | 1,637 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 19,180 | 0.00 | 438 | 4.53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 94,321 | -63.06 | 2,155 | -61.39 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 31,258 | 2.58 | 714 | 7.21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 386,332 | 12.25 | 8,826 | 17.30 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,262 | 0.00 | 234 | 4.46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34,891 | 3.66 | 797 | 8.44 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,370 | 31 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 111,796 | 9.46 | 2,555 | 14.43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 65,658 | -17.72 | 1,500 | -13.99 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27,808 | 635 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,922 | 44 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,304 | 235 | ||||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 746,968 | 9.09 | 17,068 | 14.02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78,222 | 15.08 | 1,787 | 20.34 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 48,831 | 3.61 | 1,116 | 8.25 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,138 | 3.30 | 277 | 8.20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 18,629 | -3.05 | 426 | 1.19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,442 | 51.91 | 536 | 58.75 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 4,259 | 16.59 | 97 | 22.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28,083 | 91.93 | 642 | 100.94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,879 | -8.72 | 249 | -4.62 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114,610 | 29.44 | 2,619 | 35.30 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 22,575 | -6.95 | 516 | -2.83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 233,154 | -0.91 | 5,353 | 4.08 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 15,012 | -15.49 | 343 | -11.60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 93,363 | 17.50 | 2,133 | 22.87 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 10,552 | 241 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 28,653 | 34.26 | 655 | 40.34 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 129,298 | -0.60 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 813 | -5.79 | 19 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,350 | 31 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88,795 | 22.90 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22,682 | -0.25 | 518 | 4.23 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,000 | -75.00 | 46 | -74.29 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 448,600 | 10,251 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 129,684 | 5.95 | 2,963 | 10.77 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 369,549 | 8,444 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198,688 | 5.05 | 4,540 | 9.82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49,180 | 7.50 | 1,124 | 11.85 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 9,695 | 206 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 36,139 | -10.08 | 826 | -1.90 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12,347 | 282 |
