FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
US ˙ ARCA ˙ US33739P1030

Grundläggande statistik
Institutionella ägare 237 total, 237 long only, 0 short only, 0 long/short - change of −1,66% MRQ
Genomsnittlig portföljallokering 0.4384 % - change of −4,05% MRQ
Institutionella aktier (lång) 25 002 968 (ex 13D/G) - change of 0,47MM shares 1,91% MRQ
Institutionellt värde (lång) $ 1 601 548 USD ($1000)
Institutionellt ägande och aktieägare

First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF (US:FTLS) har 237 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 25,002,968 aktier. Största aktieägare inkluderar Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, LPL Financial LLC, Raymond James Financial Inc, Cetera Investment Advisers, Envestnet Asset Management Inc, Truist Financial Corp, CENTRAL TRUST Co, and Stifel Financial Corp .

First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF (ARCA:FTLS) 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 9, 2025 is 68,30 / share. Previously, on September 10, 2024, the share price was 61,75 / share. This represents an increase of 10,61% over that period.

FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 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.

FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 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
(%)
2025-04-18 13F Insigneo Advisory Services, Llc 0 −100,00 0
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 6 739 0,00 447 3,48
2025-08-13 13F Baird Financial Group, Inc. 43 329 0,24 2 872 3,68
2025-08-14 13F Harvest Investment Services, LLC 10 485 −0,29 695 3,12
2025-07-08 13F Richard P Slaughter Associates Inc 30 704 −73,73 2 035 −72,83
2025-07-16 13F EdgeRock Capital LLC 184 682 18,21 12 250 22,37
2025-08-29 13F Centaurus Financial, Inc. 5 658 −25,20 0
2025-07-14 13F Park Avenue Securities Llc 9 301 −0,52 1
2025-08-12 13F Cornerstone Wealth Management, LLC 14 297 37,75 948 42,41
2025-08-14 13F Snowden Capital Advisors LLC 6 912 −0,32 458 3,15
2025-07-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-07-21 13F Ntv Asset Management Llc 5 808 0,00 385 3,23
2025-07-25 13F Prostatis Group LLC 55 485 −10,13 3 678 −7,05
2025-08-06 13F Savant Capital, LLC 7 277 −14,23 482 −11,23
2025-08-15 13F Morgan Stanley 6 137 971 0,21 406 825 3,65
2025-08-05 13F Frederick Financial Consultants, LLC 26 483 15,12 1 755 19,06
2025-07-17 13F Montis Financial, LLC 23 242 12,18 1 540 16,05
2025-08-13 13F Jones Financial Companies Lllp 0 −100,00 0
2025-07-30 13F First Citizens Bank & Trust Co 6 642 −63,25 440 −62,00
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 17 268 3,89 1 145 7,42
2025-07-22 13F Old National Bancorp /in/ 38 141 6,08 2 528 9,73
2025-08-15 13F Kestra Advisory Services, LLC 44 054 8,43 2 920 12,14
2025-07-15 13F Avaii Wealth Management, Llc 11 707 −8,75 776 −5,72
2025-07-23 13F RiverTree Advisors, LLC 15 550 −20,05 1 031 −17,34
2025-08-08 13F Pnc Financial Services Group, Inc. 2 464 815,99 163 858,82
2025-07-30 13F Meadow Creek Wealth Advisors Llc 13 319 6,28 883 9,84
2025-08-12 13F LPL Financial LLC 2 363 387 4,56 156 645 8,15
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 1 455 −13,85 96 −11,11
2025-08-14 13F Mariner, LLC 13 465 55,25 892 60,72
2025-08-14 13F Comerica Bank 236 207 81,77 15 656 88,00
2025-08-06 13F Ethos Financial Group, LLC 170 099 8,83 11 274 9,61
2025-07-24 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-07-28 13F WealthPlan Investment Management, LLC 215 979 47,30 14 315 52,37
2025-07-29 13F Koshinski Asset Management, Inc. 56 181 −1,77 3 724 1,61
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-07-18 13F Cooper Financial Group 17 682 −4,05 1 172 −0,76
2025-07-14 13F Sowell Financial Services LLC 108 047 32,09 7 161 36,63
2025-08-07 13F Kestra Private Wealth Services, Llc 17 471 −36,11 1 158 −33,96
2025-07-21 13F Ameritas Advisory Services, LLC 12 748 −41,80 845 −40,10
2025-08-14 13F Advisor OS, LLC 17 782 297,45 1 179 311,89
2025-07-03 13F City Center Advisors, LLC 9 831 −4,22 652 −0,91
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0 −100,00
2025-07-09 13F FOCUS Wealth Advisors, LLC 91 696 0,62 6 078 4,08
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 2 549 033 29,37 168 950 33,81
2025-07-10 13F Kmg Fiduciary Partners, Llc 25 308 −0,51 1 677 2,88
2025-07-14 13F Golden State Equity Partners 17 520 −2,97 1 161 0,35
2025-08-04 13F Pensionmark Financial Group, Llc 34 076 −8,11 2 259 −4,97
2025-08-14 13F Integrated Wealth Concepts LLC 66 477 −8,14 4 406 −4,98
2025-07-18 13F Philip James Wealth Mangement, LLC 122 878 0,19 8 144 3,63
2025-08-07 13F Rathbone Brothers plc 7 901 10,97 524 14,69
2025-07-17 13F Janney Montgomery Scott LLC 76 501 9,58 5 25,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 98 311 −4,44 6 300 −6,96
2025-07-14 13F GAMMA Investing LLC 1 357 0,00 90 3,49
2025-08-06 13F Wedbush Securities Inc 9 858 5,16 1
2025-08-11 13F Cornerstone Planning Group LLC 218 908 9,61 14 492 16,23
2025-07-29 13F Balboa Wealth Partners 9 938 189,06 659 199,09
2025-08-11 13F Principal Securities, Inc. 1 061 11,10 70 12,90
2025-08-01 13F Envestnet Asset Management Inc 579 756 8,55 38 426 12,28
2025-08-12 13F Financial Advocates Investment Management 7 482 −35,90 496 −33,73
2025-07-23 13F L.K. Benson & Company, P.C. 3 791 0,00 251 3,72
2025-08-07 13F Allworth Financial LP 2 176 −12,58 144 −7,69
2025-07-24 13F Cyndeo Wealth Partners, LLC 12 964 2,34 859 5,92
2025-08-12 13F Steward Partners Investment Advisory, Llc 47 814 −43,15 3 169 −41,20
2025-08-13 13F Cerity Partners LLC 55 304 57,66 3 666 63,11
2025-07-15 13F Traction Financial Partners, LLC 3 190 211
2025-07-24 13F Live Oak Investment Partners 75 620 0,14 5 012 3,60
2025-08-07 13F LFA - Lugano Financial Advisors SA 64 285 11,24 4 261 15,07
2025-08-12 13F Maripau Wealth Management Llc 3 313 −2,47 220 0,92
2025-08-01 13F Ashton Thomas Private Wealth, LLC 16 379 24,38 1 086 28,71
2025-08-04 13F Flagship Harbor Advisors, Llc 107 543 0,37 7 128 3,80
2025-08-12 13F Centric Wealth Management 135 858 0,64 9 101 5,21
2025-08-12 13F Calton & Associates, Inc. 6 224 413
2025-08-19 13F Advisory Services Network, LLC 45 373 10,60 3 029 15,22
2025-08-14 13F Stifel Financial Corp 310 932 0,51 20 612 3,96
2025-07-29 13F Stratos Wealth Partners, LTD. 79 636 4,15 5 278 7,74
2025-08-18 13F Geneos Wealth Management Inc. 12 882 52,58 854 57,67
2025-07-21 13F Matauro, Llc 4 203 −8,31 279 −5,12
2025-05-15 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2025-07-22 13F Simplicity Wealth,LLC 53 577 204,87 3 551 215,36
2025-08-14 13F UBS Group AG 45 863 −10,81 3 040 −7,77
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-04-22 13F Breakthru Advisory Services, Llc 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 27 654 −96,47 1 833 −96,35
2025-08-05 13F Sigma Planning Corp 48 865 −23,24 3 239 −20,62
2025-08-13 13F GeoWealth Management, LLC 11 319 −0,60 750 2,88
2025-08-01 13F Rossby Financial, LCC 468 0,00 31 6,90
2025-07-29 13F Stratos Wealth Advisors, LLC 25 878 −0,60 1 715 2,82
2025-08-14 13F Harwood Advisory Group, LLC 35 349 21,37 2 343 22,23
2025-08-08 13F Crossmark Global Holdings, Inc. 7 633 −0,27 505 3,27
2025-08-14 13F Benjamin Edwards Inc 53 779 41,00 3 564 45,83
2025-07-29 13F Signature Estate & Investment Advisors Llc 27 988 −0,04 1 855 3,40
2025-08-14 13F Raymond James Financial Inc 673 403 45,19 44 633 50,17
2025-08-06 13F First Horizon Advisors, Inc. 0 0
2025-08-13 13F SMART Wealth LLC 20 367 7,71 1 350 11,40
2025-08-14 13F Chilton Investment Co Llc 5 196 344
2025-07-17 13F Oakworth Capital, Inc. 1 400 0,00 93 3,37
2025-08-11 13F Amara Financial, Llc. 5 401 0,02 358 3,18
2025-07-30 13F TFB Advisors LLC 7 102 26,37 471 30,56
2025-07-31 13F Oppenheimer & Co Inc 52 411 11,72 3 474 15,54
2025-08-14 13F GWM Advisors LLC 18 915 157,80 1 254 166,60
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0 −100,00
2025-07-17 13F Park Place Capital Corp 357 0,00 24 4,55
2025-08-14 13F Wells Fargo & Company/mn 119 −64,90 8 −66,67
2025-08-14 13F IHT Wealth Management, LLC 14 177 −50,91 940 −49,24
2025-07-24 13F MSH Capital Advisors LLC 22 160 1 469
2025-08-14 13F Graney & King, LLC 2 957 0,07 196 3,70
2025-08-15 13F Captrust Financial Advisors 75 517 −4,77 5 005 −1,50
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 14 441 −74,05 957 −73,16
2025-08-12 13F CIBC Private Wealth Group, LLC 1 −97,73 0 −100,00
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 327 −41,50 22 −40,00
2025-07-29 13F International Assets Investment Management, Llc 5 268 −2,10 349 1,45
2025-08-15 13F Fsb Premier Wealth Management, Inc. 5 966 11,37 395 15,16
2025-07-15 13F Armis Advisers, LLC 79 182 1,35 5 248 4,83
2025-08-11 13F TD Waterhouse Canada Inc. 3 263 0,00 215 3,37
2025-08-14 13F Hilltop Holdings Inc. 7 659 1,69 508 5,19
2025-07-25 13F Apollon Wealth Management, LLC 28 428 −0,36 1 884 3,06
2025-05-12 13F Owen LaRue, LLC 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 59 150 −13,14 3 921 −10,15
2025-08-14 13F Quantinno Capital Management LP 5 192 344
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-14 13F Iams Wealth Management, Llc 8 658 −11,33 574 −8,32
2025-08-13 13F WCG Wealth Advisors LLC 12 272 −6,01 813 −2,75
2025-07-22 13F Wealthcare Advisory Partners LLC 3 192 212
2025-05-01 13F Stephens Inc /ar/ 0 −100,00 0 −100,00
2025-07-30 13F Fairway Wealth LLC 28 575 0,28 1 894 3,73
2025-08-05 13F GPS Wealth Strategies Group, LLC 213 −99,70 14 −99,70
2025-08-28 NP TFAQX - TFA Quantitative Fund Class I 25 000 96,85 1 657 103,81
2025-07-25 NP LALT - First Trust Multi-Strategy Alternative ETF 64 462 25,50 4 224 23,80
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 7 468 0,04 495 3,35
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 631 308 7,58 41 843 11,27
2025-07-28 13F WealthPLAN Partners, LLC 101 265 −39,40 6 712 −37,32
2025-08-05 13F Optivise Advisory Services LLC 4 122 −0,02 273 3,41
2025-08-06 13F Golden State Wealth Management, LLC 70 501 −1,30 4 673 2,08
2025-08-12 13F Richmond Investment Services, LLC 39 513 105,68 2 619 112,67
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 240 105 9,76 16 7,14
2025-05-12 13F American Alpha Advisors, LLC 0 −100,00 0 −100,00
2025-08-13 13F Plan Group Financial, LLC 3 472 0,00 230 3,60
2025-07-17 13F Wagner Wealth Management, Llc 21 −58,82 1 −66,67
2025-07-22 13F DAVENPORT & Co LLC 4 653 −2,62 308 0,65
2025-08-04 13F IFG Advisory, LLC 5 623 0,07 373 3,33
2025-08-27 13F/A Brinker Capital Investments, LLC 89 340 −9,13 5 921 −6,00
2025-07-29 13F Crux Wealth Advisors 9 268 25,68 614 30,08
2025-08-08 13F Avantax Advisory Services, Inc. 68 886 −5,77 4 566 −2,54
2025-08-14 13F Bank Of America Corp /de/ 10 494 578,78 696 602,02
2025-07-18 13F Provident Wealth Management, LLC 8 810 −11,31 584 −8,33
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-08 13F Larson Financial Group LLC 728 0,41 48 4,35
2025-07-31 13F Sage Mountain Advisors LLC 3 040 201
2025-07-17 13F Fifth Third Securities, Inc. 7 625 505
2025-07-17 13F Sound Income Strategies, LLC 0 −100,00 0
2025-08-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 4 769 0,00 316 3,61
2025-08-08 13F Kingsview Wealth Management, LLC 56 770 12,86 3 763 16,72
2025-08-07 13F Legacy Financial Advisors, Inc. 41 250 2 734
2025-08-12 13F Wood Tarver Financial Group, LLC 4 592 0
2025-08-06 13F AE Wealth Management LLC 12 518 −26,24 830 −23,74
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 801 46,44 53 51,43
2025-08-13 13F EverSource Wealth Advisors, LLC 265 126,50 18 142,86
2025-08-19 13F National Asset Management, Inc. 28 218 −7,24 1 870 −6,55
2025-05-09 13F Cary Street Partners Financial Llc 0 −100,00 0
2025-07-30 13F Patten Group, Inc. 29 687 −3,93 1 968 −0,66
2025-08-15 13F First Heartland Consultants, Inc. 9 927 9,12 658 12,89
2025-07-08 13F Nbc Securities, Inc. 6 108 660,65 0
2025-07-31 13F Moloney Securities Asset Management, LLC 11 246 0,74 745 4,20
2025-08-06 13F Moors & Cabot, Inc. 6 418 19,21 425 23,19
2025-07-22 13F Merit Financial Group, LLC 30 707 2 035
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Modern Wealth Management, LLC 18 581 −85,77 1 232 −85,28
2025-05-01 13F Grant/GrossMendelsohn, LLC 4 936 −29,10 312 −31,88
2025-08-04 13F Assetmark, Inc 74 147 3,14 4 914 6,69
2025-07-29 13F Private Trust Co Na 3 581 10,18 237 13,94
2025-07-25 13F Atria Wealth Solutions, Inc. 12 318 −69,25 816 −68,20
2025-08-12 13F Gladstone Institutional Advisory LLC 3 626 4,65 240 8,11
2025-07-18 13F Truist Financial Corp 427 431 1,29 28 330 4,77
2025-08-18 13F/A National Bank Of Canada /fi/ 1 305 0,00 86 3,61
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 21 631 0,32 1 434 3,77
2025-07-28 13F BRYN MAWR TRUST Co 1 834 54,90 122 61,33
2025-07-24 13F IFP Advisors, Inc 25 340 5,60 1 680 9,24
2025-08-14 13F Sunbelt Securities, Inc. 187 12
2025-04-11 13F Insight Advisors, LLC/ PA 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 7 585 −69,26 503 −68,25
2025-08-01 13F Transcend Wealth Collective, Llc 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 129 3 125,00 9
2025-08-12 13F Change Path, LLC 61 952 3,37 4 106 6,93
2025-04-29 13F Onyx Bridge Wealth Group LLC 0 −100,00 0
2025-07-14 13F Financial Enhancement Group LLC 116 993 −50,59 7 699 −47,65
2025-07-16 13F/A CX Institutional 623 −1,74 0
2025-05-06 13F Rsm Us Wealth Management Llc 0 −100,00 0
2025-07-31 13F Hobart Private Capital, LLC 307 223 0,98 20 363 4,45
2025-08-04 13F Creekmur Asset Management LLC 402 27
2025-08-05 13F Bank of New York Mellon Corp 22 934 2,75 1 520 6,29
2025-08-11 13F NewEdge Wealth, LLC 8 302 6,42 550 10,22
2025-08-13 13F StoneX Group Inc. 11 896 2,97 788 6,49
2025-08-06 13F Prospera Financial Services Inc 14 912 −1,38 989 1,96
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-13 13F Capital Analysts, Inc. 4 938 −1,65 0
2025-08-11 13F Lcnb Corp 46 211 −6,62 3 063 −3,41
2025-07-11 13F Farther Finance Advisors, LLC 467 455,95 31 500,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 218 598 8,10 14 485 11,76
2025-08-15 13F Asset Allocation Strategies LLC 36 827 16,82 2 441 20,79
2025-05-15 13F Creative Planning 0 −100,00 0
2025-08-11 13F United Advisor Group, LLC 4 238 1,51 281 4,87
2025-07-31 13F Stegent Equity Advisors, Inc. 61 093 −2,13 4 049 1,25
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 237 16
2025-08-08 13F Citizens Financial Group Inc/ri 20 774 −47,43 1 377 −45,66
2025-08-14 13F Colony Group, LLC 18 216 −20,47 1 207 −17,72
2025-08-20 13F/A Coppell Advisory Solutions LLC 116 591 29,85 7 699 35,60
2025-08-15 13F Equitable Holdings, Inc. 68 334 11,43 4 529 15,27
2025-07-07 13F Nova Wealth Management, Inc. 189 13
2025-08-14 13F Warren Averett Asset Management, LLC 3 636 −33,91 241 −31,82
2025-07-15 13F World Equity Group, Inc. 261 966 10,37 17 363 14,16
2025-08-07 13F Resources Investment Advisors, LLC. 12 673 −14,15 840 −11,22
2025-08-12 13F MAI Capital Management 134 0,75 9 0,00
2025-04-21 13F O'Dell Group, LLC 0 −100,00 0
2025-05-08 13F Heritage Wealth Advisors 0 −100,00 0
2025-08-13 13F Maia Wealth LLC 25 311 20,07 1 678 27,33
2025-08-14 13F Pinnacle Family Advisors, LLC 4 037 10,09 268 14,10
2025-08-12 13F Global Retirement Partners, LLC 35 789 46,95 2 372 48,06
2025-08-11 13F HighTower Advisors, LLC 186 486 −8,35 12 360 −5,20
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 512 −0,58 34 0,00
2025-08-13 13F First Trust Advisors Lp 67 002 −7,18 4 441 −4,00
2025-07-28 13F Harbour Investments, Inc. 98 714 28,17 6 543 32,56
2025-08-14 13F Ausdal Financial Partners, Inc. 50 795 8,30 3 367 12,01
2025-07-11 13F SILVER OAK SECURITIES, Inc 18 405 0,12 1 220 4,55
2025-08-14 13F Ameriprise Financial Inc 2 417 461 10,57 160 161 14,31
2025-07-25 13F Cwm, Llc 186 296 −2,42 12 0,00
2025-07-31 13F Cardinal Point Capital Management, ULC 118 969 −4,18 7 885 −0,89
2025-08-01 13F Brookwood Investment Group LLC 12 268 8,56 813 12,29
2025-04-29 13F Pure Portfolios Holdings Llc 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 126 301 −16,47 8 371 −13,60
2025-07-16 13F Twelve Points Wealth Management LLC 11 988 6,54 795 10,12
2025-07-30 13F IMG Wealth Management, Inc. 71 719 9,40 4 754 13,17
2025-08-13 13F Northwestern Mutual Wealth Management Co 82 0,00 5 0,00
2025-07-15 13F Oregon Pacific Wealth Management, LLC 31 834 −3,45 2 110 −0,14
2025-07-09 13F Dynamic Advisor Solutions LLC 29 626 19,69 1 964 23,77
2025-08-14 13F Mml Investors Services, Llc 85 539 8,84 6 0,00
2025-08-14 13F Acas, Llc 50 045 −1,47 3 379 4,39
2025-08-12 13F Viawealth, Llc 70 396 −10,69 4 666 −7,62
2025-08-13 13F Legacy Capital Wealth Partners, LLC 14 105 −4,82 935 −1,58
2025-08-06 13F Commonwealth Equity Services, Llc 93 521 −23,14 6 −14,29
2025-07-15 13F Revisor Wealth Management LLC 5 659 374
2025-08-07 13F Brio Consultants, LLC 84 485 −2,74 5 600 0,59
2025-08-14 13F Atomi Financial Group, Inc. 167 359 0,71 11 093 4,17
2025-07-10 13F Signal Advisors Wealth, LLC 16 407 22,25 1 087 26,40
2025-08-11 13F Rothschild Investment Llc 12 728 0,00 844 3,44
2025-08-29 NP COIDX - IDX Commodity Opportunities Fund Institutional Class Shares 7 500 497
2025-07-28 13F RFG Advisory, LLC 25 948 610,13 1 720 634,62
2025-08-07 13F CENTRAL TRUST Co 414 753 12,05 27 490 15,90
2025-08-11 13F Lake Street Financial Llc 8 496 563
2025-08-12 13F O'shaughnessy Asset Management, Llc 0 −100,00 0
2025-04-17 13F Authentikos Wealth Advisory, LLC 0 −100,00 0
2025-08-07 13F PFG Advisors 16 965 14,21 1 124 18,19
2025-07-24 13F Us Bancorp \de\ 1 145 21,04 76 25,00
2025-08-12 13F SRS Capital Advisors, Inc. 17 926 −0,05 1 188 3,39
2025-07-07 13F Global Wealth Strategies & Associates 16 553 −7,43 1 097 −4,19
2025-07-25 13F Concurrent Investment Advisors, LLC 12 953 −35,43 859 −33,23
2025-08-04 13F Atria Investments Llc 12 087 6,35 801 10,03
2025-07-30 13F Parcion Private Wealth LLC 16 182 10,59 1 073 14,41
2025-08-14 13F LaSalle St. Investment Advisors, LLC 24 158 1,86 2 0,00
2025-07-09 13F Reyes Financial Architecture, Inc. 4 168 −31,90 276 −29,59
2025-04-29 13F Brookstone Capital Management 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 67 518 −0,61 4 476 2,85
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-13 13F Proactive Wealth Strategies LLC 87 093 2,96 6 0,00
2025-07-23 13F Kingswood Wealth Advisors, Llc 67 929 8,12 4 502 11,82
2025-08-14 13F/A Rockefeller Capital Management L.P. 25 735 20,49 1 706 24,63
2025-08-05 13F Bank Of Montreal /can/ 5 786 11,29 384 15,02
2025-05-15 13F Concorde Asset Management, LLC 7 482 10,24 469 5,16
2025-08-07 13F Vise Technologies, Inc. 13 848 104,19 918 105,61
2025-08-13 13F Mount Yale Investment Advisors, LLC 0 −100,00 0
2025-08-13 13F Gateway Wealth Partners, LLC 29 892 −10,75 1 981 −7,69
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