Grundläggande statistik
| Institutionella ägare | 254 total, 253 long only, 0 short only, 1 long/short - change of 8,51% MRQ |
| Genomsnittlig portföljallokering | 0.1470 % - change of −12,55% MRQ |
| Institutionella aktier (lång) | 5 110 301 (ex 13D/G) - change of −0,12MM shares −2,32% MRQ |
| Institutionellt värde (lång) | $ 753 786 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund (US:FXL) har 254 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 5,110,301 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Vestmark Advisory Solutions, Inc., Advisor Group Holdings, Inc., UBS Group AG, Commonwealth Equity Services, Llc, Bank Of America Corp /de/, and Genesee Capital Advisors, LLC .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund (ARCA:FXL) 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 15, 2025 is 167,55 / share. Previously, on September 16, 2024, the share price was 134,08 / share. This represents an increase of 24,97% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 232 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 100 | 0,00 | 16 | 15,38 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67 | 0,00 | 10 | 25,00 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 006 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 168 | −88,39 | 26 | −86,39 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 1 468 | 231 | ||||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 57 112 | −1,18 | 8 987 | 17,59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 729 | 0,00 | 115 | 18,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 135 647 | 0,72 | 21 | 23,53 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2 110 | 0,00 | 343 | 30,53 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 11 003 | −7,85 | 1 731 | 9,63 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 275 | −0,38 | 1 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 1 533 | −1,35 | 241 | 17,56 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 1 625 | 0,00 | 256 | 19,16 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 205 | 32 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 87 | −55,38 | 14 | −48,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 986 | −1,45 | 1 099 | 17,29 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 518 | 0,00 | 396 | 18,92 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 34 | 0,00 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 063 | 0,00 | 167 | 6,37 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25 212 | 5,74 | 3 967 | 25,82 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 526 | 83 | ||||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 456 | 229 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 607 | 96 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 1 564 | 0,00 | 249 | 17,54 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 405 | 0,00 | 64 | 18,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 574 | 0,00 | 405 | 19,12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 403 | −0,14 | 693 | 18,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 292 | 0,00 | 46 | 21,05 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 87 280 | −5,17 | 14 | 8,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 352 | 213 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 688 | 2,30 | 266 | 21,56 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2 792 | −5,87 | 439 | 11,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 386 | 218 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 180 | 6,40 | 1 287 | 26,67 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 979 | 11,13 | 1 098 | 32,29 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 125 | 0,00 | 20 | 18,75 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 2 201 | 0,00 | 346 | 18,90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 066 | −0,76 | 797 | 18,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 150 416 | −4,64 | 23 695 | 13,46 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 444 | 385 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 400 | 378 | |||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 1 500 | 236 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 174 | 0,00 | 27 | 17,39 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 288 | 203 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14 885 | 9,26 | 2 342 | 30,04 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 156 | 0,00 | 182 | 19,08 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 67 | 0,00 | 9 | −11,11 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 656 | −2,62 | 4 824 | 15,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 584 | 7,94 | 407 | 14,37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32 340 | −0,70 | 5 089 | 14,85 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 | 7 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 232 | 37 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 538 390 | 8,55 | 84 720 | 29,16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18 234 | −14,83 | 2 869 | 1,34 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 1 674 | −4,01 | 263 | 14,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 000 | −13,79 | 157 | 2,61 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 167 | 0,00 | 26 | 18,18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 042 | −0,52 | 636 | 18,44 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1 554 | 0,00 | 245 | 19,02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 427 | 67 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 1 747 | 273 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 654 | −58,56 | 418 | −50,77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 311 | −0,64 | 364 | 18,24 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 129 | −97,49 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 890 | −1,61 | 769 | 17,05 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 900 | −5,26 | 142 | 12,80 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 1 337 | 210 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2 593 | −1,74 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 314 | 49 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1 980 | 0,00 | 312 | 19,16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1 638 | −2,96 | 262 | 17,49 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 3 332 | 0,00 | 532 | 22,86 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 11 118 | 0,00 | 1 750 | 18,98 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 132 | −1,72 | 1 122 | 17,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 10 092 | −0,79 | 1 588 | 18,07 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 2 795 | 0,00 | 445 | 20,33 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 86 | 0,00 | 14 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97 898 | 6,68 | 15 405 | 26,93 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 431 | 0,95 | 874 | 20,05 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5 788 | 2,59 | 911 | 21,98 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7 624 | −8,61 | 1 200 | 8,70 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 797 | 0,00 | 597 | 18,92 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 082 | −5,06 | 328 | 13,15 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 362 | −3,21 | 844 | 15,16 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 15 724 | −7,77 | 2 474 | 9,76 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 186 | 29 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 642 | 0,00 | 416 | 18,91 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 108 328 | 0,72 | 17 046 | 19,85 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 587 | 0,00 | 407 | 19,01 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 544 | −22,45 | 558 | −7,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 138 | −3,16 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 698 | −0,68 | 7 | 20,00 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 6 022 | −2,14 | 948 | 16,48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 826 | −3,37 | 1 074 | 14,99 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 1 411 | 222 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 183 | −16,65 | 501 | −0,99 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3 462 | 3,10 | 545 | 22,52 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 14 653 | −2,84 | 2 306 | 15,60 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 457 | −0,45 | 701 | 18,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42 714 | −0,64 | 6 721 | 18,22 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 2 398 | −32,96 | 377 | −20,30 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 27 526 | −2,54 | 4 405 | 11,86 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 005 | −39,11 | 315 | −27,59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 331 | −0,08 | 209 | 18,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 736 | −56,77 | 273 | −48,59 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 253 | −37,33 | 355 | −25,47 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 7 557 | 141,44 | 1 189 | 187,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 80 631 | 10,48 | 12 688 | 31,45 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 865 | 136 | ||||||
| 2025-05-12 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 828 | −2,91 | 3 120 | 15,56 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 002 | 55,83 | 149 | 74,12 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 105 | −1,81 | 803 | 16,89 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 70 | 0,00 | 11 | 22,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 34 415 | −0,57 | 5 415 | 18,31 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 118 | 19 | ||||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 32 750 | −3,98 | 5 235 | 3,85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 626 | −96,97 | 99 | −96,41 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 75 | 0,00 | 12 | 22,22 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 554 | −1,90 | 1 031 | 16,76 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Allworth Financial LP | 255 | 0,00 | 40 | 17,65 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 780 | −7,35 | 595 | 10,20 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Blair William & Co/il | 615 | 0,00 | 97 | 18,52 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 850 | 0,00 | 134 | 18,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19 777 | 327,70 | 3 112 | 409,33 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1 750 | 4,60 | 275 | 24,43 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 5 562 | 0,00 | 875 | 19,05 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 | 0,00 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 692 | 109 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 8 950 | −6,54 | 1 408 | 11,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 237 | −2,79 | 2 240 | 15,70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 277 | 358 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 235 | −15,77 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 1 305 | 205 | ||||||
| 2025-08-08 | 13F | Creative Planning | 50 563 | −49,32 | 7 956 | −39,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 357 | 1,17 | 859 | 21,88 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 616 | 0,00 | 97 | 18,52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 188 | −53,47 | 30 | −45,28 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 190 | −45,56 | 25 | −50,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 697 | −1,74 | 1 369 | 16,92 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 150 | 0,00 | 24 | 21,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126 630 | −12,73 | 19 926 | 3,84 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 489 | −4,31 | 77 | 13,43 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 50 | 0,00 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 982 | 0,00 | 469 | 19,04 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 459 | 230 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 109 | 0,00 | 17 | 21,43 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 4 888 | −0,08 | 769 | 19,04 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 661 | 0,00 | 104 | 19,54 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 950 | 0,00 | 307 | 19,07 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 411 | −8,89 | 537 | 8,28 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 23 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70 515 | 2,09 | 11 096 | 21,48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 389 | 0,00 | 61 | 38,64 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 4 998 | 0,00 | 786 | 19,09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 506 | 80 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1 336 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5 000 | 787 | |||||
| 2025-08-14 | 13F | Alamea Verwaltungs GmbH | 3 410 | 0,00 | 537 | 19,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45 632 | 7,10 | 7 181 | 27,44 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 25 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8 952 | 14,58 | 1 409 | 36,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2 700 | 425 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1 399 | 220 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 166 | 0,00 | 22 | −12,50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 356 | −0,67 | 371 | 18,21 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 261 | 3,11 | 986 | 22,67 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 1 912 | −6,78 | 301 | 10,70 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 1 866 | −32,85 | 294 | −20,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 144 388 | −5,44 | 22 721 | 12,52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 105 740 | 3,59 | 16 639 | 23,25 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 1 557 | 0,00 | 245 | 19,51 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 442 | −0,34 | 699 | 18,51 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 081 | 0,00 | 327 | 18,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 986 | 13,58 | 1 554 | 32,74 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 527 521 | −9,53 | 83 009 | 7,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 720 754 | 2,53 | 113 416 | 21,99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 234 | −4,06 | 509 | 14,16 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 29 703 | −2,63 | 4 674 | 15,87 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 250 | 0,00 | 511 | 19,11 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 015 | 0,00 | 317 | 19,17 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 168 840 | 67,15 | 26 568 | 98,88 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 629 | 256 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 146 | 0,00 | 23 | 15,79 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 135 | 21 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 788 | −0,28 | 3 586 | 18,63 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 563 | −4,27 | 1 977 | 13,89 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 9 278 | −6,98 | 1 460 | 10,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 425 938 | −0,80 | 67 025 | 18,03 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 122 | −53,81 | 334 | −51,17 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36 654 | −0,86 | 5 768 | 17,96 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 68 521 | −12,75 | 10 782 | 3,81 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 49 | 0,00 | 8 | 16,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 013 | 22,98 | 631 | 46,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 62 787 | −7,12 | 9 880 | 10,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 752 | 19,37 | 118 | 42,17 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 133 | −2,00 | 493 | 16,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11 710 | −0,01 | 1 843 | 18,99 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 535 | −15,98 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 76 150 | −2,26 | 11 983 | 16,28 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 133 | 21 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 7 | 0,00 | 1 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 93 | 0,00 | 15 | 7,69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16 261 | 0,01 | 2 559 | 18,98 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20 630 | 1,48 | 3 246 | 20,76 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 209 | 0,00 | 33 | 18,52 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 551 | 0,00 | 244 | 19,02 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 803 | 6,25 | 1 543 | 26,39 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 1 843 | 0,00 | 290 | 19,34 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 383 | 1,05 | 532 | 20,36 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 14 916 | −0,37 | 2 347 | 17,76 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 311 | −15,72 | 49 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 226 | 0,00 | 508 | 19,01 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 2 995 | −1,32 | 471 | 17,46 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 2 036 | 0,00 | 320 | 18,96 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 633 | −0,02 | 1 831 | 18,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 804 | −5,96 | 1 228 | 11,94 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 083 | −2,44 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 528 | −12,10 | 398 | 4,47 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 197 | 0,00 | 31 | 19,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 937 | 5,69 | 1 564 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 89 050 | 5,98 | 14 013 | 26,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 988 | 1,15 | 2 044 | 19,47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 1 722 | 0,00 | 228 | −10,98 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 234 | 0,00 | 37 | 20,00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 254 | 197 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 760 | 121 | ||||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 6 786 | 1 063 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 561 | 252,83 | 88 | 319,05 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 157 | −48,09 | 654 | −38,24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24 765 | −0,32 | 3 897 | 18,60 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 16 242 | −0,12 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 9 291 | −0,49 | 1 462 | 18,48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 096 | 0,00 | 959 | 18,98 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 16 392 | −11,98 | 2 579 | 4,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 388 | 12,93 | 542 | 36,62 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 82 | 0,00 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 129 | 0,00 | 20 | 17,65 | ||||
| 2025-05-13 | 13F | Rathbone Brothers plc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 12 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 900 | 140 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 40 | 6 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 510 | 7,71 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 66 | 0,00 | 10 | 25,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | −25,00 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1 930 | 0,00 | 300 | 17,19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 22 424 | 0,00 | 3 529 | 18,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1 378 | 220 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 801 | 0,00 | 755 | 19,09 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 438 | 69 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 3 078 | −50,43 | 483 | −41,29 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4 273 | 0,00 | 665 | 13,89 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 2 619 | −3,68 | 412 | 14,76 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 655 | 0,00 | 103 | 19,77 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 49 | 0,00 | 8 | 16,67 |
Other Listings
| MX:FXL |
