Statistik Asas
| Pemilik Institusi | 224 total, 224 long only, 0 short only, 0 long/short - change of -11.07% MRQ |
| Purata Peruntukan Portfolio | 0.0853 % - change of 11.87% MRQ |
| Saham Institusi (Panjang) | 4,431,646 (ex 13D/G) - change of -0.34MM shares -7.11% MRQ |
| Nilai Institusi (Panjang) | $ 431,168 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (US:FXH) telah 224 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 4,431,646 saham. Pemegang saham terbesar termasuk Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, UBS Group AG, Rockport Wealth LLC, Vestmark Advisory Solutions, Inc., Goldman Sachs Group Inc, and Ameriprise Financial Inc .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (ARCA:FXH) 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 109.84 / share. Previously, on September 6, 2024, the share price was 110.06 / share. This represents a decline of 0.20% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 190 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 302 | 0.00 | 31 | 0.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 57 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7,088 | 0.04 | 735 | 0.14 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,377 | -48.91 | 246 | -48.96 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,576 | -30.48 | 578 | -30.36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2,941 | -7.60 | 305 | -7.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 308,278 | -7.99 | 31,962 | -7.92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,204 | 0.00 | 540 | 0.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5,472 | 0.00 | 567 | 0.18 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 57 | 0.00 | 6 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 320 | 0.00 | 33 | 0.00 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,358 | -6.62 | 763 | -6.62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 943 | 396.32 | 98 | 410.53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93,216 | -2.20 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,282 | 0.00 | 133 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,245 | 0.18 | 233 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 40 | 11.11 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 5,163 | 0.00 | 535 | 0.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 520 | 0.00 | 54 | 0.00 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 20,779 | -5.99 | 2,154 | -5.90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,040 | -7.73 | 212 | -8.26 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 151,419 | 15,699 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,954 | -7.94 | 825 | -7.93 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,440 | -1.30 | 149 | -1.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 74,527 | -1.14 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,378 | -6.17 | 350 | -5.91 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 301 | -5.64 | 31 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,649 | -5.43 | 275 | -5.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 49,532 | -0.67 | 5,135 | -0.58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2,175 | -10.64 | 225 | -10.71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,230 | 16.27 | 439 | 16.49 | ||||
| 2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,312 | -6.36 | 343 | -6.28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 120,819 | -2.54 | 12,527 | -2.46 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 121 | 163.04 | 13 | 200.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,897 | 64.29 | 404 | 64.90 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 200 | 0.00 | 21 | 0.00 | ||||
| 2025-07-31 | 13F | City State Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 3,423 | -0.49 | 355 | -0.56 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,192 | -6.93 | 6,243 | -6.86 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,054 | -1.67 | 317 | -1.56 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 2 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20,414 | 0.00 | 2,117 | 0.09 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 34,445 | -4.88 | 3,571 | -4.80 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,090 | 0.00 | 113 | 0.89 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2,917 | -0.03 | 303 | 0.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 526 | 62.85 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,438 | 150 | ||||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2,740 | 0.00 | 284 | 0.35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,521 | 0.00 | 572 | 0.18 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,865 | 55.42 | 193 | 55.65 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,383 | -30.54 | 143 | -30.58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6,180 | 0.00 | 641 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 839 | 1.08 | 87 | 1.18 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,916 | -7.05 | 810 | -3.69 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,679 | -12.45 | 381 | -12.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,815 | -80.35 | 603 | -80.37 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4,751 | 0.00 | 493 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,009,987 | -8.60 | 104,716 | -8.53 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13,479 | 10,268.46 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7,372 | -0.62 | 764 | -0.52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,396 | -33.01 | 767 | -32.98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,292 | 0.00 | 134 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,283 | -17.74 | 2,207 | -17.69 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 349 | 0.00 | 36 | 0.00 | ||||
| 2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2,000 | 0.00 | 207 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,482 | -3.65 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,416 | -9.72 | 250 | -9.75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,006 | 4.24 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 175 | 0.00 | 18 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,000 | 0.00 | 726 | 0.00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,810 | -4.27 | 395 | -4.13 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10,895 | -2.20 | 1,130 | -2.17 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2,833 | 0.04 | 294 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,099 | -0.96 | 943 | -0.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54,803 | -14.52 | 5,682 | -14.47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6,724 | 6.66 | 697 | 6.74 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,660 | 0.03 | 379 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,247 | 3.35 | 544 | 3.62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,624 | 0.00 | 479 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 10,123 | -45.98 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,143 | -9.13 | 637 | -9.14 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9,286 | 0.69 | 963 | 0.73 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 828 | 3.24 | 86 | 3.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32,875 | 44.52 | 3,408 | 44.65 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 357 | 0.00 | 37 | 2.78 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 15,079 | 0.00 | 1,563 | 0.06 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 4,383 | 0.00 | 454 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,949 | 0.02 | 513 | 0.20 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,466 | -21.24 | 256 | -21.30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,191 | 8.48 | 1,471 | 8.56 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,960 | 15.57 | 203 | 21.56 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 34 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 175 | 0.00 | 18 | 0.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,309 | 2.80 | 654 | 2.99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,290 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,069 | 129.48 | 940 | 129.83 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 161 | 0.00 | 17 | 0.00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13,473 | 433.58 | 1,397 | 434.87 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 223 | -28.75 | 23 | -28.12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9,452 | -3.27 | 980 | -3.16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,892 | -17.00 | 1,751 | -16.94 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 97 | 0.00 | 10 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 416 | -0.24 | 43 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 165 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,658 | 323.74 | 4,319 | 324.26 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 10,885 | -6.36 | 1,129 | -6.31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 601 | 49.88 | 62 | 51.22 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 353 | 37 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,139 | -4.10 | 429 | -3.60 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 720 | -26.61 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,378 | -76.38 | 454 | -76.39 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30,990 | 570.78 | 3,213 | 572.18 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 326 | 0.00 | 34 | 0.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -50.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 450 | 0.00 | 47 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,382 | -32.98 | 869 | -32.90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 14,377 | -2.12 | 1,491 | -2.04 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 802 | 0.12 | 83 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,409 | -4.92 | 457 | -4.79 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8,260 | -1.90 | 856 | -1.83 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,979 | 9.31 | 413 | 9.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 258,181 | -6.00 | 26,768 | -5.92 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6,135 | -5.44 | 636 | -5.36 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,728 | 0.00 | 490 | 0.20 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 59,735 | -62.95 | 6,193 | -62.92 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,734 | -0.19 | 491 | -0.20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 680 | 0.00 | 71 | 11.11 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 13,298 | -15.20 | 1,379 | -15.15 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5,675 | 0.05 | 588 | 0.17 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14,597 | -0.94 | 1,513 | -0.85 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2,417 | 251 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 165,401 | -3.97 | 17,149 | -3.90 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,406 | -3.95 | 249 | -3.86 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 4,300 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 5,769 | 0.00 | 598 | 0.17 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,014 | -13.64 | 313 | -13.57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20,236 | -5.25 | 2,098 | -5.15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,942 | -4.29 | 721 | -4.26 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 125 | 0.00 | 13 | -7.69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 575 | -2.38 | 60 | -3.28 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 367,188 | -25.43 | 38,070 | -25.38 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5,472 | -0.76 | 567 | -0.70 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 2,544 | 0.00 | 264 | -1.50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,204 | 59.12 | 434 | 59.56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 469 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 7,099 | -8.44 | 736 | -8.47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,125 | 0.00 | 117 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 218 | 0.00 | 23 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,669 | -1.82 | 380 | -1.81 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Fsb Premier Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124,184 | 109.52 | 12,875 | 109.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 254,954 | -5.52 | 26,434 | -5.45 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,260 | 0.06 | 338 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,857 | -28.09 | 296 | -28.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,929 | -2.02 | 1,231 | -2.46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 16 | ||||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,759 | -44.33 | 597 | -44.26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13,176 | -2.95 | 1,366 | -2.84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 45 | -35.71 | 5 | -42.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58,881 | -2.93 | 6,105 | -2.83 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,278 | -30.70 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33,715 | 6.63 | 3,496 | 6.72 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 216 | 0.00 | 22 | 0.00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,968 | -21.75 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3,273 | 9.87 | 339 | 10.06 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 210 | 0.00 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 401 | 17.94 | 42 | 17.14 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,234 | -5.95 | 128 | -5.93 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1,406 | 0.00 | 146 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,715 | -0.22 | 696 | -0.14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6,358 | 0.02 | 659 | 0.15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 35,274 | -3.11 | 3,657 | -3.02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16,944 | 81.74 | 1,757 | 83.30 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28,198 | -0.28 | 2,924 | -0.20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,445 | -5.31 | 253 | -4.53 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 176 | 0.00 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,877 | 7.21 | 3,409 | 7.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 587 | -26.99 | 61 | -27.71 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 101,161 | -20.71 | 10,482 | -20.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,764 | -8.33 | 285 | -8.65 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,528 | -0.52 | 573 | -0.35 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 4,383 | 0.00 | 454 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 162 | -41.94 | 17 | -42.86 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 677 | 68 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6,127 | 0.00 | 635 | 0.16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 935 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,648 | 171 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 694 | 0.00 | 72 | 0.00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 33,277 | -23.63 | 3,450 | -23.55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,183 | -9.97 | 434 | -9.98 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 5,697 | -5.68 | 591 | -5.60 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 952 | -0.63 | 99 | -1.01 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,168 | -34.93 | 225 | -35.07 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,757 | 182 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 450 | 0.00 | 47 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,068 | -18.20 | 422 | -18.57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 846 | 1,822.73 | 87 | 2,075.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 133 | 0.00 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 14,938 | 0.00 | 1,549 | 0.06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | 6 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4,050 | 0.00 | 420 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0.00 | 20 | 0.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 306 | 0.00 | 32 | 0.00 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,723 | 9.93 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2,342 | 0.00 | 242 | 3.42 | ||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 61 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,111 | 114 | ||||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 547 | 0.00 | 57 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 934 | 97 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 152 | -66.00 | 16 | -67.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 | 0.00 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 2,566 | 0.00 | 266 | 0.38 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2,442 | -56.56 | 253 | -56.53 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 |
Other Listings
| MX:FXH |
