FBT - First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
US ˙ ARCA ˙ US33733E2037

Grundläggande statistik
Institutionella ägare 251 total, 251 long only, 0 short only, 0 long/short - change of −8,06% MRQ
Genomsnittlig portföljallokering 0.0750 % - change of −13,82% MRQ
Institutionella aktier (lång) 3 176 863 (ex 13D/G) - change of −0,25MM shares −7,25% MRQ
Institutionellt värde (lång) $ 492 406 USD ($1000)
Institutionellt ägande och aktieägare

First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund (US:FBT) har 251 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,176,863 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Royal Bank Of Canada, Raymond James Financial Inc, Envestnet Asset Management Inc, Berger Financial Group, Inc, and Goldman Sachs Group Inc .

First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund (ARCA:FBT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 12, 2025 is 174,77 / share. Previously, on September 16, 2024, the share price was 171,98 / share. This represents an increase of 1,62% over that period.

FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-05 13F Tsfg, Llc 441 0,00 0
2025-08-04 13F Kovack Advisors, Inc. 1 568 −3,09 253 −8,36
2025-08-13 13F Brown Advisory Inc 10 489 0,00 1 692 −5,16
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18 483 236,54 1 657 81,58
2025-08-07 13F Kestra Private Wealth Services, Llc 8 984 2,98 1 449 −2,36
2025-04-11 13F Davis Capital Management 22 0,00 4 0,00
2025-08-13 13F Summit Financial, LLC 3 704 −51,64 598 −54,15
2025-08-12 13F Park Square Financial Group, LLC 244 −61,76 39 −63,89
2025-08-14 13F Comerica Bank 1 339 4,20 216 −1,38
2025-08-12 13F Resolute Wealth Strategies, LLC 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 1 374 −1,43 222 −6,75
2025-08-14 13F Main Street Financial Solutions, LLC 0 −100,00 0
2025-07-10 13F Sovran Advisors, LLC 1 599 3,23 263 11,49
2025-08-14 13F Goldman Sachs Group Inc 55 052 37,10 8 882 30,03
2025-08-07 13F PFG Advisors 1 741 −35,37 281 −38,86
2025-07-08 13F Webster Bank, N. A. 238 0,00 38 −5,00
2025-08-14 13F Avenir Tech Ltd 1 0,00 0
2025-07-17 13F Janney Montgomery Scott LLC 28 270 1,37 5 0,00
2025-07-17 13F Beacon Capital Management, LLC 80 0,00 13 −7,69
2025-08-12 13F SRS Capital Advisors, Inc. 5 537 1,10 893 −4,08
2025-07-22 13F Mascoma Wealth Management LLC 98 0,00 16 −6,25
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 257 −0,63 203 −5,58
2025-07-28 13F RFG Advisory, LLC 1 407 −28,25 227 −31,83
2025-04-10 13F Richard P Slaughter Associates Inc 0 −100,00 0
2025-08-11 13F Covestor Ltd 13 0,00 0
2025-08-11 13F Citigroup Inc 12 161 −3,59 1 962 −8,58
2025-08-04 13F Pensionmark Financial Group, Llc 8 134 4,14 1 312 −1,20
2025-07-14 13F Sowell Financial Services LLC 1 629 −2,34 263 −7,42
2025-09-04 13F/A Advisor Group Holdings, Inc. 37 843 −9,01 6 108 −13,72
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-12 13F NFP Retirement, Inc. 6 725 0,00 1 085 −5,24
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 664 −39,80 269 −42,98
2025-08-12 13F LPL Financial LLC 193 773 5,42 31 261 −0,03
2025-04-24 13F Kraft, Davis & Associates, LLC 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 0 −100,00 0
2025-08-15 13F Puff Wealth Management, Llc 1 308 −24,31 211 −28,23
2025-07-29 13F Koshinski Asset Management, Inc. 3 086 −2,31 498 −7,45
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0 −100,00
2025-07-14 13F GAMMA Investing LLC 566 0,00 91 −5,21
2025-08-04 13F Daymark Wealth Partners, Llc 5 751 9,52 928 3,81
2025-08-08 13F Capital Investment Advisory Services, LLC 111 −68,56 18 −71,67
2025-08-06 13F Commonwealth Equity Services, Llc 35 769 −9,42 6 −16,67
2025-08-13 13F Stablepoint Partners, LLC 4 468 3,00 721 −2,31
2025-08-12 13F Quantum Private Wealth, LLC 5 060 −26,49 816 −30,26
2025-07-21 13F Ameritas Advisory Services, LLC 36 463 −5,11 5 883 −9,99
2025-08-11 13F United Advisor Group, LLC 0 −100,00 0
2025-07-14 13F Clear Harbor Asset Management, LLC 8 132 −5,80 1 312 −10,69
2025-08-13 13F Dynamic Wealth Strategies, LLC 465 0,00 75 −5,06
2025-08-13 13F Northwestern Mutual Wealth Management Co 12 413 −3,45 2 003 −8,46
2025-08-01 13F Rossby Financial, LCC 65 0,00 10 0,00
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Mariner, LLC 2 725 116,61 440 105,14
2025-07-17 13F Global Trust Asset Management, LLC 80 0,00 13 −7,69
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 0 −100,00 0
2025-08-08 13F Creative Planning 4 473 22,35 722 15,92
2025-07-31 13F Hartford Financial Management Inc. 30 597 −3,19 4 936 −8,18
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 345 245 −4,25 55 699 −9,19
2025-08-13 13F Luminist Capital LLC 1 0,00 0
2025-08-14 13F Wharton Business Group, LLC 0 −100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 733 16,00 441 10,00
2025-08-14 13F Headlands Technologies LLC 55 0,00 9 −11,11
2025-07-31 13F Oppenheimer & Co Inc 2 958 −49,77 477 −52,35
2025-08-11 13F SFI Advisors, LLC 23 797 −4,71 3 839 −9,63
2025-08-14 13F C M Bidwell & Associates Ltd 75 0,00 12 0,00
2025-07-28 13F Mutual Advisors, LLC 5 206 2,00 865 6,27
2025-08-14 13F Great Valley Advisor Group, Inc. 3 547 −3,74 573 −8,77
2025-08-14 13F Colony Group, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 5 387 −4,86 1
2025-08-06 13F Adviser Investments LLC 4 431 −12,55 715 −17,07
2025-07-24 13F Robertson Stephens Wealth Management, LLC 3 677 18,57 593 12,52
2025-08-14 13F GWM Advisors LLC 5 481 9,95 884 4,37
2025-08-13 13F Cerity Partners LLC 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 75 0,00 12 0,00
2025-07-23 13F Clear Creek Financial Management, LLC 2 664 −34,61 430 −38,01
2025-08-14 13F Fmr Llc 983 −18,49 159 −22,93
2025-07-17 13F Independence Bank of Kentucky 200 0,00 32 −5,88
2025-08-01 13F Envestnet Asset Management Inc 120 485 4,28 19 438 −1,11
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-07-14 13F Hoey Investments, Inc 15 0,00 2 0,00
2025-07-22 13F Belpointe Asset Management LLC 1 252 0,00 202 −5,16
2025-08-12 13F Franklin Resources Inc 89 14
2025-08-14 13F Royal Bank Of Canada 153 673 −3,22 24 792 −8,22
2025-07-14 13F Signature Securities Group Corporation 3 906 −0,41 630 −5,55
2025-08-11 13F Novak & Powell Financial Services, Inc. 1 512 0,00 244 −5,45
2025-07-16 13F RWM Asset Management, LLC 1 938 0,00 313 −5,17
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 054 −2,84 343 4,57
2025-07-30 13F Financial Perspectives, Inc 148 0,00 24 −8,00
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 894 −16,45 144 −20,88
2025-05-09 13F Altfest L J & Co Inc 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 16 286 −2,02 2 627 −7,07
2025-08-12 13F BlackRock, Inc. 3 297 −1,23 532 −6,35
2025-07-01 13F Harbor Investment Advisory, Llc 615 0,00 99 −4,81
2025-08-04 13F Center for Financial Planning, Inc. 175 0,00 28 −3,45
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-12 13F RPG Investment Advisory, LLC 24 771 −52,45 3 996 −54,91
2025-07-29 13F Stratos Wealth Partners, LTD. 1 621 3,84 262 −1,51
2025-07-21 13F Barrett & Company, Inc. 905 −5,73 146 −10,43
2025-07-24 13F McKinley Carter Wealth Services, Inc. 7 358 0,00 1 187 −5,12
2025-08-15 13F Captrust Financial Advisors 4 028 −3,03 650 −8,07
2025-08-07 13F Allworth Financial LP 5 993 19,50 967 20,15
2025-08-06 13F Texas Yale Capital Corp. 9 300 0,00 1 500 −5,18
2025-07-23 13F REAP Financial Group, LLC 980 0,00 158 −4,82
2025-08-14 13F Snowden Capital Advisors LLC 6 243 −7,37 1 007 −12,13
2025-08-14 13F Stifel Financial Corp 45 577 7,91 7 353 2,34
2025-08-04 13F Creative Financial Designs Inc /adv 356 8,21 57 1,79
2025-07-25 13F Sequoia Financial Advisors, LLC 1 625 −8,45 262 −12,96
2025-07-28 13F Arlington Financial Advisors, LLC 26 710 4 309
2025-07-08 13F Nbc Securities, Inc. 1 130 −17,28 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 85 −19,05 14 −23,53
2025-07-22 13F Berger Financial Group, Inc 113 019 1,84 18 233 −3,42
2025-07-17 13F Tritonpoint Wealth, Llc 2 280 0,00 368 −5,17
2025-07-08 13F Juncture Wealth Strategies, Llc 11 073 −3,73 1 786 −8,69
2025-08-12 13F Global Retirement Partners, LLC 2 108 −9,64 340 −12,14
2025-08-12 13F O'shaughnessy Asset Management, Llc 25 0,00 4 0,00
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 0 −100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 100 0
2025-08-12 13F Jpmorgan Chase & Co 13 716 −6,71 2 213 −11,56
2025-08-14 13F Sherman Asset Management, Inc. 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 11 063 −9,98 1 785 −14,64
2025-08-08 13F Meridian Wealth Management, LLC 3 498 0,00 564 −5,21
2025-08-18 13F Pacific Center for Financial Services 52 0,00 8 0,00
2025-07-16 13F Diversified Enterprises, LLC 2 417 0,00 390 −5,35
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 35 338 13,77 6 0,00
2025-08-14 13F Sunbelt Securities, Inc. 90 5,88 15 0,00
2025-08-05 13F Sigma Planning Corp 1 282 −10,10 207 −14,88
2025-07-15 13F MCF Advisors LLC 120 0,00 19 −5,00
2025-08-14 13F UBS Group AG 160 352 −20,32 25 870 −24,43
2025-08-08 13F TD Capital Management LLC 1 148 0,00 185 −5,13
2025-08-15 13F CI Private Wealth, LLC 4 290 692
2025-08-11 13F Western Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 1 179 0,00 190 −5,00
2025-08-13 13F Transce3nd, LLC 13 −27,78 2 −33,33
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 7 076 8,06 1 142 2,52
2025-07-10 13F American Financial Advisors, LLC 2 057 0,00 332 −5,16
2025-07-28 13F Harbour Investments, Inc. 5 767 1,21 930 −4,02
2025-08-08 13F New England Capital Financial Advisors LLC 97 0,00 16 −6,25
2025-08-14 13F Ancora Advisors, LLC 9 756 −0,24 1 574 −5,41
2025-07-17 13F Wagner Wealth Management, Llc 177 −2,75 29 −6,67
2025-08-14 13F IHT Wealth Management, LLC 1 348 0,00 217 −5,24
2025-05-01 13F Quest 10 Wealth Builders, Inc. 16 0,00 3 0,00
2025-05-05 13F OneAscent Financial Services LLC 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 45 416 4,92 7 327 −0,50
2025-08-20 13F Forefront Wealth Partners, LLC 3 115 507
2025-07-25 13F Apollon Wealth Management, LLC 3 864 −9,21 623 −13,95
2025-08-15 13F Tower Research Capital LLC (TRC) 9 350,00 1
2025-07-24 13F WMG Financial Advisors, LLC 2 896 −12,38 467 −16,90
2025-08-05 13F Plante Moran Financial Advisors, LLC 37 0,00 6 −16,67
2025-07-14 13F Iams Wealth Management, Llc 5 897 11,24 951 5,55
2025-08-11 13F Independent Advisor Alliance 28 242 17,24 4 556 11,18
2025-08-11 13F Wbi Investments, Inc. 1 500 242
2025-07-30 13F Pacific Sun Financial Corp 8 100 −3,40 1 307 −8,42
2025-08-14 13F Raymond James Financial Inc 144 291 −7,80 23 278 −12,56
2025-07-21 13F Mechanics Financial Corp 122 0,00 20 −5,00
2025-07-09 13F WealthCare Investment Partners, LLC 1 476 −0,07 242 8,52
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 1 552 −7,51 250 −12,28
2025-07-18 13F Truist Financial Corp 45 234 12,81 7 298 6,98
2025-08-14 13F Wells Fargo & Company/mn 189 117 −3,30 30 510 −8,29
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 3 238 −0,52 522 −5,61
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1 511 −70,41 244 −72,00
2025-07-24 13F Blair William & Co/il 325 0,00 52 −5,45
2025-05-02 13F Cullen/frost Bankers, Inc. 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 18 −88,00 3 −90,48
2025-08-14 13F Synovus Financial Corp 2 134 57,37 344 49,57
2025-08-05 13F Dunhill Financial, LLC 9 0,00 1 0,00
2025-07-22 13F Cedar Mountain Advisors, LLC 244 0,00 39 −4,88
2025-08-11 13F TD Waterhouse Canada Inc. 34 622 −5,71 5 611 −7,04
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2 0,00 0
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-07-30 13F D.a. Davidson & Co. 38 830 −2,53 6 264 −7,56
2025-08-07 13F 1st Source Bank 3 757 −13,31 606 −17,77
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6 767 138,53 1 092 133,62
2025-07-24 13F IFP Advisors, Inc 10 288 −1,44 1 660 −6,54
2025-07-28 13F Private Wealth Asset Management, LLC 30 5
2025-08-12 13F Ameritas Investment Partners, Inc. 125 0,00 20 −4,76
2025-07-15 13F North Star Investment Management Corp. 75 0,00 12 0,00
2025-07-16 13F EdgeRock Capital LLC 1 244 −28,79 201 −32,66
2025-08-13 13F Summit Wealth Group Llc / Co 2 165 349
2025-07-08 13F Davis Investment Partners, LLC 4 700 0,00 762 3,96
2025-08-06 13F Moors & Cabot, Inc. 1 517 −73,91 245 −75,33
2025-08-12 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2025-08-06 13F Eukles Asset Management 212 0,00 34 −5,56
2025-08-13 13F Jones Financial Companies Lllp 8 275 5,44 1 335 3,17
2025-08-14 13F Moneta Group Investment Advisors Llc 0 −100,00 0
2025-07-29 13F Harbor Asset Planning, Inc. 77 12
2025-08-13 13F Capital Analysts, Inc. 118 −71,77 0
2025-07-25 13F Atria Wealth Solutions, Inc. 2 802 −55,66 452 −57,91
2025-08-12 13F Archer Investment Corp 10 0,00 2 0,00
2025-08-08 13F Avantax Advisory Services, Inc. 6 762 12,55 1 091 6,65
2025-08-14 13F MGB Wealth Management, LLC 1 479 0,00 239 −5,18
2025-07-10 13F HF Advisory Group, LLC 1 276 0,39 206 −5,09
2025-08-13 13F Flow Traders U.s. Llc 2 907 0
2025-08-05 13F Bank of New York Mellon Corp 7 300 9,22 1 178 3,61
2025-08-19 13F National Asset Management, Inc. 9 526 1 537
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-29 13F Private Trust Co Na 49 −41,67 8 −50,00
2025-08-14 13F Modern Wealth Management, LLC 42 030 39,53 6 781 32,32
2025-08-12 13F PKS Advisory Services, LLC 1 666 0,00 269 −5,30
2025-07-15 13F Yarbrough Capital, LLC 31 160 0,00 5 027 −5,15
2025-08-14 13F Benjamin Edwards Inc 28 808 40,50 4 648 33,23
2025-08-04 13F IFG Advisory, LLC 2 663 14,78 430 8,88
2025-08-11 13F NewEdge Wealth, LLC 8 571 −6,44 1 405 −9,88
2025-08-04 13F Spire Wealth Management 31 −61,73 5 −61,54
2025-08-15 13F First Heartland Consultants, Inc. 3 075 −9,13 496 −13,74
2025-08-14 13F Glen Eagle Advisors, LLC 30 0,00 5 −20,00
2025-08-04 13F Atria Investments Llc 5 578 11,32 900 5,52
2025-08-14 13F CoreCap Advisors, LLC 228 0,00 37 −5,26
2025-05-15 13F Nova Wealth Management, Inc. 0 0
2025-07-14 13F Financial Enhancement Group LLC 5 658 1,89 943 9,03
2025-08-08 13F Glassman Wealth Services 0 −100,00 0
2025-08-11 13F Brass Tax Wealth Management, Inc 1 712 0,00 276 −5,15
2025-08-14 13F Susquehanna International Group, Llp Call 14 900 28,45 2 404 21,79
2025-08-11 13F Aptus Capital Advisors, LLC 2 0,00 0
2025-08-14 13F Susquehanna International Group, Llp 48 655 1 551,00 7 850 1 466,67
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 30 012 −4,09 4 842 −9,06
2025-07-08 13F/A Salem Investment Counselors Inc 100 0,00 16 −5,88
2025-07-23 13F Gentry Private Wealth, Llc 4 663 0,00 752 −5,17
2025-07-11 13F Quad-Cities Investment Group, LLC 9 007 −7,94 1 453 −12,68
2025-07-18 13F McGuire Investment Group, LLC 0 −100,00 0
2025-07-23 13F RMG Wealth Management LLC 486 80
2025-08-13 13F Russell Investments Group, Ltd. 2 0,00 0
2025-08-14 13F Two Sigma Investments, Lp 11 700 −75,52 1 888 −76,79
2025-07-16 13F/A CX Institutional 151 0,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-04-17 13F Copia Wealth Management 0 −100,00 0
2025-08-06 13F North Capital, Inc. 200 0,00 32 −5,88
2025-08-14 13F Ameriprise Financial Inc 42 218 −0,96 6 811 −6,09
2025-07-24 13F Us Bancorp \de\ 70 250,00 11 266,67
2025-08-13 13F Shepherd Financial Partners LLC 1 567 0,00 253 −5,26
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Two Sigma Securities, Llc 2 001 56,45 323 48,39
2025-08-04 13F Assetmark, Inc 38 091 29,47 6 145 22,80
2025-05-12 13F Sandy Spring Bank 100 −32,89 17 −29,17
2025-07-29 13F Stratos Wealth Advisors, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 600 −14,29 0
2025-08-12 13F/A Cozad Asset Management Inc 1 340 0,00 216 −4,85
2025-08-05 13F Holistic Financial Partners 17 922 209,48 2 891 193,50
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10 773 2,01 1 769 −1,50
2025-07-21 13F DHJJ Financial Advisors, Ltd. 289 0,00 47 −6,12
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 3 143 −45,82 507 −48,58
2025-08-06 13F Csenge Advisory Group 0 −100,00 0
2025-08-04 13F Pinnacle Associates Ltd 5 260 −4,42 849 −9,40
2025-08-13 13F Icapital Wealth Llc 0 −100,00 0
2025-08-13 13F Gateway Wealth Partners, LLC 6 127 1,85 988 −3,42
2025-07-17 13F Walker Asset Management, LLC 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 8 039 12,86 1 297 7,02
2025-07-16 13F American National Bank 14 0,00 2 0,00
2025-08-13 13F Maia Wealth LLC 3 869 −5,26 624 −1,89
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F Pinnacle Family Advisors, LLC 3 831 1,73 618 −3,44
2025-07-29 13F Stephens Inc /ar/ 1 508 −29,57 243 −33,24
2025-08-06 13F Prospera Financial Services Inc 8 677 −13,73 1 401 −18,27
2025-07-07 13F RDA Financial Network 1 476 −18,77 238 −22,98
2025-07-11 13F Farther Finance Advisors, LLC 5 956 0,81 961 −1,13
2025-08-15 13F Equitable Holdings, Inc. 2 168 −1,94 350 −7,18
2025-08-13 13F Level Four Advisory Services, Llc 3 061 −2,79 494 −7,85
2025-08-11 13F Principal Securities, Inc. 839 14,93 135 11,57
2025-08-14 13F Citadel Advisors Llc 5 679 −79,36 916 −80,43
2025-08-14 13F Smartleaf Asset Management LLC 80 0,00 13 −7,69
2025-08-20 13F/A Coppell Advisory Solutions LLC 3 042 −37,14 491 −36,86
2025-05-12 13F Empirical Asset Management, LLC 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 15 721 −15,59 2 536 −19,95
2025-08-07 13F Resources Investment Advisors, LLC. 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 2 600 8,33 419 2,70
2025-07-15 13F Wealth Effects Llc 2 285 −16,76 369 −21,03
2025-08-18 13F Geneos Wealth Management Inc. 546 67,48 88 60,00
2025-07-08 13F Parallel Advisors, LLC 13 0,00 2 0,00
2025-08-11 13F Tidemark, LLC 85 −19,05 14 −23,53
2025-08-01 13F GoalVest Advisory LLC 4 663 0,00 752 −5,17
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 43 402 −0,22 7 002 −5,38
2025-08-11 13F Oder Investment Management, LLC 3 209 −0,03 518 −5,14
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 50 0,00 8 0,00
2025-08-14 13F Bank Of America Corp /de/ 192 556 −0,23 31 065 −5,38
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-07-14 13F Park Avenue Securities Llc 4 071 −0,73 1
2025-07-17 13F Sound Income Strategies, LLC 1 0,00 0
2025-08-06 13F Atlantic Union Bankshares Corp 100 16
2025-07-29 13F Dale Q Rice Investment Management Ltd 3 940 −51,96 651 −53,41
2025-08-11 13F Lake Street Financial Llc 3 556 −11,89 574 −16,47
2025-07-25 13F Concurrent Investment Advisors, LLC 1 746 5,12 282 −0,35
2025-08-05 13F Bank Of Montreal /can/ 1 366 0,29 220 −4,76
2025-08-11 13F HighTower Advisors, LLC 18 275 24,91 2 948 18,49
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 164 −40,15 27 −43,48
2025-08-07 13F Addison Advisors LLC 41 0,00 7 0,00
2025-08-14 13F Qube Research & Technologies Ltd 707 −76,50 114 −77,69
2025-07-16 13F Signaturefd, Llc 180 0,00 29 −3,33
2025-08-08 13F Emerald Investment Partners, Llc 4 781 2,20 771 −3,02
2025-08-12 13F MAI Capital Management 8 051 8,04 1 299 2,45
2025-08-27 13F/A Brinker Capital Investments, LLC 5 382 −70,88 868 −47,58
2025-08-13 13F First Trust Advisors Lp 8 393 0,79 1 355 −4,45
2025-08-13 13F/A StoneX Group Inc. 2 509 −46,91 387 −38,04
2025-08-11 13F Private Advisor Group, LLC 6 889 −11,98 1 111 −16,53
2025-08-14 13F Mml Investors Services, Llc 2 596 −23,58 0
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