Grundläggande statistik
| Institutionella ägare | 192 total, 192 long only, 0 short only, 0 long/short - change of 3,78% MRQ |
| Genomsnittlig portföljallokering | 0.1849 % - change of −31,32% MRQ |
| Institutionella aktier (lång) | 6 418 265 (ex 13D/G) - change of −0,27MM shares −4,03% MRQ |
| Institutionellt värde (lång) | $ 706 727 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund (US:FNX) har 192 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,418,265 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Royal Bank Of Canada, UBS Group AG, Baird Financial Group, Inc., Cetera Investment Advisers, HighTower Advisors, LLC, and Three Cord True Wealth Management, LLC .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund (NasdaqGM:FNX) 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 10, 2025 is 124,16 / share. Previously, on September 11, 2024, the share price was 110,22 / share. This represents an increase of 12,65% over that period.
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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 663 | 765 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 716 | 1,48 | 1 690 | 6,96 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 882 | −0,59 | 1 939 | 4,76 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10 919 | 0,83 | 1 254 | 6,27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 109 | −0,19 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69 240 | −1,55 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 2 315 | 266 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 1 970 | 0,00 | 226 | 5,61 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 1 755 | −46,49 | 202 | −43,70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 742 | 0,00 | 85 | 6,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 204 | −1,51 | 368 | 3,67 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 38 247 | −4,18 | 4 464 | 5,91 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 012 | −1,46 | 116 | −1,69 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 776 | 12,33 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 8 187 | −2,22 | 940 | 3,07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 879 | −1,34 | 331 | 3,77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 3 463 | 0,00 | 398 | 5,31 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 105 | 2,09 | 242 | 7,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 364 | −2,28 | 616 | 3,01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 896 | 218 | ||||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 053 | 580 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 16 900 | 0,00 | 1 941 | 7,54 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 4 804 | −2,16 | 552 | 2,99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 171 | −0,69 | 249 | 4,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 328 | −12,21 | 497 | −7,45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 800 | −77,40 | 1 126 | −76,19 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 41 839 | −35,60 | 4 805 | −32,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 709 | −6,20 | 426 | −1,16 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 931 | −6,39 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 553 | 18,44 | 6 495 | 24,83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 825 | 0,00 | 95 | 5,62 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 5 384 | −2,18 | 618 | 3,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94 332 | −3,11 | 10 836 | 2,11 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 31 | 4 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 3 355 | 0,00 | 385 | 5,48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 42 671 | 6,86 | 4 901 | 12,62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 275 | 0,00 | 30 | −6,45 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 11 736 | −90,02 | 1 348 | −89,49 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 007 | 15,08 | 690 | 21,30 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 414 | −0,82 | 1 655 | 4,55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 19 256 | −0,95 | 2 212 | 4,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914 162 | 0,26 | 104 991 | 5,66 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 10 195 | 0,00 | 1 171 | 5,31 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 290 | 0,00 | 33 | 6,45 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 100 | 0,00 | 11 | 10,00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 51 000 | 51 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 90 | 0,00 | 11 | 11,11 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 1 866 | −2,81 | 214 | 2,39 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 53 | 0,00 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79 719 | 6,39 | 9 156 | 12,12 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36 555 | 4,21 | 4 198 | 9,84 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 8 459 | −53,09 | 972 | −50,59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 72 545 | −62,25 | 8 332 | −60,22 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 555 | 179 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4 921 | 37,73 | 565 | 45,24 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 8 253 | −20,96 | 948 | −16,71 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 099 | −0,12 | 1 734 | 5,28 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 16 275 | 0,75 | 1 869 | 6,19 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 854 | −13,86 | 443 | −9,24 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 857 | −27,86 | 213 | −23,93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 204 | −0,49 | 24 | 4,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 78 | 0,00 | 9 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 365 | 0,18 | 387 | 5,46 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 1 939 | −1,57 | 223 | 3,74 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 737 | −22,35 | 189 | −26,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 586 | −1,69 | 642 | 3,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 025 | −13,31 | 1 955 | −8,64 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 391 | 0,00 | 389 | 5,42 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 20 799 | −0,18 | 2 389 | 5,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 010 | −0,87 | 1 150 | 4,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 618 | −32,13 | 186 | −32,73 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 2 918 | 0,00 | 335 | 5,35 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 1 778 | 204 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59 810 | −0,67 | 7 146 | 10,74 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3 071 | 0,00 | 353 | 5,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53 200 | −5,64 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 | −99,44 | 1 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 076 | 0,00 | 468 | 5,41 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 289 | 0,00 | 33 | 6,45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 1 942 | 7,53 | 223 | 13,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 077 | 0,05 | 239 | 9,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 90 823 | −2,33 | 10 431 | 2,94 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 409 | 7,47 | 4 756 | 13,24 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 94 | −95,36 | 11 | −95,52 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 189 | 251 | ||||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 116 858 | 4,97 | 13 421 | 10,62 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 680 | 78 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 881 | 6,47 | 790 | 12,22 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 696 | −0,09 | 539 | 5,27 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 927 | 0,00 | 106 | 4,95 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 145 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 230 | −5,08 | 371 | 0,27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 278 | −19,65 | 32 | −16,22 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 097 | 0,00 | 241 | 5,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 487 310 | −4,26 | 55 968 | 0,90 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 136 | 0,00 | 16 | 7,14 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 7 996 | −58,47 | 918 | −56,24 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 273 | 0,00 | 31 | 6,90 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2 282 | −0,13 | 262 | 5,22 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 807 | 29,23 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 66,67 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 516 | 98,50 | 1 667 | 110,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 956 | 0,31 | 110 | −0,91 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10 104 | −4,17 | 1 160 | 0,96 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 289 | 0,35 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 16 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 275 693 | 18,52 | 31 663 | 24,90 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 854 | 902 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 54 227 | −4,81 | 6 228 | 0,32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 102 | −7,89 | 241 | −2,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 169 323 | −0,66 | 19 447 | 4,69 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2 843 | −7,48 | 327 | −2,40 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 134 | 0,00 | 15 | 7,14 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 122 | −50,00 | 14 | −39,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 539 | −22,07 | 1 325 | −17,85 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 409 | 47 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 259 | −74,48 | 1 638 | −73,12 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 41 | 0,00 | 5 | 0,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3 269 | −0,94 | 356 | −6,56 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 21 279 | 2 488 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 408 | −3,00 | 2 114 | 2,22 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 553 | −2,12 | 408 | 3,29 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 854 | 0,00 | 98 | 5,38 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26 484 | −27,87 | 3 042 | −23,99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 276 | 0,00 | 32 | 3,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 898 | 0,00 | 103 | 6,19 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 31 699 | −4,38 | 3 641 | 0,77 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 725 | −2,12 | 313 | 2,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 031 | 0,06 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 988 | 285,15 | 4 707 | 306,13 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 161 | 13,48 | 1 281 | 20,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 234 | −34,00 | 1 520 | −30,48 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 75 | −81,48 | 8 | −82,61 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3 647 | 0,00 | 419 | 5,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 223 675 | 11,43 | 25 689 | 17,44 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 684 | 6,13 | 1 457 | 11,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 782 117 | 14,99 | 89 826 | 21,18 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 2 084 | 0,00 | 239 | 5,29 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 178 | 100,10 | 480 | 111,01 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 151 | −14,65 | 2 659 | −10,08 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 64 951 | 75,22 | 7 460 | 73,91 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 2 871 | −5,43 | 330 | −0,30 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 4 809 | −13,41 | 552 | −8,76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 367 | −17,35 | 272 | −13,14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 351 | 0,00 | 270 | 5,47 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 645 | 1,25 | 419 | 6,63 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 468 | 5,73 | 398 | 11,48 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 186 | 0,08 | 825 | 5,50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 044 | 0,19 | 120 | 5,31 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 228 | 0,50 | 256 | 5,81 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11 144 | −0,13 | 1 280 | 5,18 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 339 | −59,70 | 843 | −57,56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 406 | −7,85 | 276 | −3,16 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7 267 | −0,62 | 835 | 4,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 128 | 1,58 | 3 001 | 7,03 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 827 | 325 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 839 | −3,64 | 441 | 1,38 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 387 | 0,00 | 42 | −4,55 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1 758 | 202 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 | −25,00 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 075 | 1 785,96 | 123 | 1 950,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 176 257 | 7,28 | 20 243 | 13,06 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 1 987 | −26,35 | 228 | −22,45 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 243 | 28 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 131 | 245 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 417 | 278 | ||||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11 295 | −8,87 | 1 297 | −3,93 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 900 | 0,00 | 333 | 5,38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 112 844 | −8,94 | 127 810 | −4,03 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 815 | 208 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 849 | −1,09 | 1 476 | 4,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 457 | 101,93 | 397 | 113,44 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 889 | 0,00 | 102 | 6,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 103 936 | −28,05 | 11 937 | −24,18 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3 861 | −0,23 | 443 | 5,23 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 94 | 0,00 | 11 | 22,22 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12 226 | 0,23 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 377 | 0,09 | 2 289 | 8,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 101 | 0,00 | 12 | 10,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 904 | 0,21 | 219 | 2,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 875 | −25,27 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 22 404 | 4,93 | 2 573 | 10,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 918 | −1,90 | 1 024 | 3,43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 856 | 0,11 | 213 | 5,45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 479 | −61,01 | 170 | −59,08 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 2 096 | −0,14 | 241 | 5,26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 125 891 | 1,31 | 14 459 | 6,77 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 387 | 44 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 23 690 | −1,59 | 2 721 | 3,70 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 001 | 0,00 | 344 | 8,86 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 258 | 30 |
Other Listings
| MX:FNX |
