FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund - Institutionellt ägande - Säljare

First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
US ˙ ARCA ˙ US33734H1068

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-13 13F Stablepoint Partners, LLC 79 997 −1,05 3 576 −0,80
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-04 13F Kovack Advisors, Inc. 99 782 −1,11 4 460 −0,87
2025-08-12 13F Integrated Advisors Network LLC 16 483 −12,07 737 −11,86
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 93 571 −0,94 4 183 −0,69
2025-07-28 13F RFG Advisory, LLC 39 513 −5,83 1 766 −5,61
2025-08-14 13F Clg Llc 121 998 −3,14 5 453 −2,90
2025-08-07 13F PFG Advisors 53 112 −20,45 2 374 −20,26
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-29 13F Kraft, Davis & Associates, LLC 112 410 −3,42 5 114 1,67
2025-07-17 13F Sound Income Strategies, LLC 400 −17,36 18 −19,05
2025-08-06 13F Wedbush Securities Inc 150 905 −2,36 7 0,00
2025-07-30 13F Caliber Wealth Management, LLC / KS 148 785 −5,09 6 651 −4,86
2025-04-16 13F Ballew Advisors, Inc 0 −100,00 0
2025-08-13 13F Victory Financial Group, Llc 517 551 −5,39 23 135 −4,70
2025-08-12 13F Waterloo Capital, L.P. 36 117 −6,67 1 614 −6,43
2025-05-14 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-07-09 13F Triumph Capital Management 47 714 −5,75 2 133 −5,54
2025-08-06 13F Strategic Financial Partners, Ltd. 9 983 −2,89 446 −2,62
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0 −100,00
2025-07-17 13F Janney Montgomery Scott LLC 590 603 −2,36 26 0,00
2025-07-30 13F Paul Damon & Associates, Inc. 106 275 −1,01 4 750 −0,77
2025-08-01 13F Advisory Alpha, LLC 87 795 −3,41 3 924 −3,16
2025-07-16 13F Octavia Wealth Advisors, LLC 17 582 −17,48 786 −17,37
2025-07-16 13F MBE Wealth Management, LLC 31 938 −0,63 1 428 −0,42
2025-04-16 13F New Century Financial Group, LLC 0 −100,00 0
2025-07-30 13F/A KPP Advisory Services LLC 80 334 −3,31 3 591 −3,08
2025-08-11 13F Tidemark, LLC 12 397 −14,36 554 −14,11
2025-05-15 13F/A Orion Portfolio Solutions, LLC 153 310 −1,47 6 836 0,68
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-07-10 13F Secure Asset Management, LLC 0 −100,00 0
2025-08-18 13F Finward Bancorp 50 136 −0,15 2 241 0,13
2025-04-23 13F Walkner Condon Financial Advisors LLC 0 −100,00 0
2025-07-22 13F Legacy Trust 0 −100,00 0
2025-07-29 13F Mezzasalma Advisors, LLC 13 824 −1,68 618 −1,44
2025-07-22 13F Alta Wealth Advisors LLC 4 611 −2,64 206 −2,37
2025-07-14 13F Main Line Retirement Advisors, LLC 16 542 −27,60 739 −27,41
2025-07-14 13F Sowell Financial Services LLC 31 342 −10,01 1 401 −9,73
2025-08-13 13F Lido Advisors, LLC 32 332 −0,79 1 445 −0,55
2025-08-26 13F Claris Financial LLC 175 653 −28,34 7 852 −26,61
2025-08-04 13F Pensionmark Financial Group, Llc 73 946 −2,41 3 305 −2,16
2025-07-02 13F Crumly & Associates Inc. 163 534 −3,81 7 310 −3,58
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 124 080 −20,55 5 546 −20,36
2025-07-29 13F Balboa Wealth Partners 7 926 −0,38 354 0,00
2025-07-25 13F We Are One Seven, LLC 21 350 −0,22 954 0,00
2025-07-25 13F Cwm, Llc 264 455 −0,64 12 0,00
2025-08-06 13F Commonwealth Equity Services, Llc 2 539 511 −17,80 114 −17,52
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 555 819 −0,54 114 254 −0,30
2025-08-11 13F United Advisor Group, LLC 11 245 −0,64 503 −0,40
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-07 13F OMNI 360 Wealth, Inc. 18 095 −0,26 809 −0,12
2025-07-03 13F City Center Advisors, LLC 13 362 −1,43 597 −1,16
2025-07-29 13F Signature Estate & Investment Advisors Llc 83 214 −11,33 3 720 −11,11
2025-05-02 13F Cullen/frost Bankers, Inc. 0 −100,00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 21 042 −34,12 941 −33,99
2025-07-08 13F Advance Capital Management, Inc. 43 583 −9,77 1 948 −9,52
2025-08-12 13F Insigneo Advisory Services, Llc 15 569 −3,38 696 −3,20
2025-08-13 13F Grantvest Financial Group LLC 4 653 −9,25 208 −9,21
2025-08-08 13F Laurel Wealth Planning LLC 46 524 −3,24 2 080 −2,99
2025-08-08 13F Capital Investment Advisory Services, LLC 31 065 −14,89 1 389 −14,69
2025-08-11 13F Plotkin Financial Advisors, LLC 10 146 −1,54 454 −1,31
2025-08-08 13F Hartland & Co., LLC 0 −100,00 0
2025-07-31 13F Trademark Financial Management, LLC 13 276 −3,78 593 −3,58
2025-08-14 13F Integrated Wealth Concepts LLC 231 142 −2,04 10 332 −1,80
2025-08-11 13F Perennial Investment Advisors, LLC 46 426 −17,90 2 075 −17,69
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 537 −45,48 24 −44,19
2025-07-10 13F Focus Financial Network, Inc. 36 616 −7,28 1 637 −7,05
2025-08-05 13F Integrity Financial Corp /WA 15 796 −7,20 706 −6,98
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-08-13 13F Natixis Advisors, L.p. 13 483 −19,04 1
2025-08-01 13F Envestnet Asset Management Inc 3 061 677 −7,04 136 857 −6,81
2025-08-08 13F Intrua Financial, LLC 41 676 −49,44 1 863 −49,33
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 69 407 −7,04 3 102 −6,82
2025-08-11 13F Western Wealth Management, LLC 108 441 −2,33 4 847 −2,08
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 35 237 −1,47 1 575 −1,19
2025-04-29 13F Financial Network Wealth Management LLC 48 001 −11,44 2 0,00
2025-07-28 13F Variant Private Wealth, LLC 6 168 −3,22 276 −3,17
2025-07-30 13F TFB Advisors LLC 6 935 −3,30 310 −2,82
2025-08-11 13F/A Purus Wealth Management, LLC 32 982 −1,09 1 474 −0,81
2025-08-13 13F Cerity Partners LLC 5 428 −46,87 243 −46,81
2025-08-06 13F AE Wealth Management LLC 102 899 −28,21 4 600 −28,04
2025-07-16 13F Old Port Advisors 9 716 −3,32 434 −3,12
2025-08-12 13F Prudential Plc 0 −100,00 0
2025-07-17 13F Camelot Portfolios, LLC 0 −100,00 0
2025-07-22 13F Apexium Financial, Lp 248 087 −1,10 11 089 −0,85
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 149 603 −6,43 6 687 −6,19
2025-07-18 13F Trilogy Capital Inc. 8 811 −27,89 394 −27,76
2025-07-22 13F Belpointe Asset Management LLC 24 678 −1,15 1 103 −0,90
2025-08-14 13F LWM Advisory Services, LLC 12 859 −3,02 575 −2,88
2025-08-12 13F PSI Advisors, LLC 8 410 −23,01 376 −23,00
2025-07-29 13F Stratos Wealth Advisors, LLC 32 850 −20,43 1 468 −20,22
2025-08-13 13F IAG Wealth Partners, LLC 8 113 −4,89 363 −4,74
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 155 129 −20,36 6 934 −20,16
2025-04-22 13F Breakthru Advisory Services, Llc 0 −100,00 0
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-07-01 13F Private Client Services, Llc 11 728 −2,70 524 −2,42
2025-08-11 13F Nordwand Advisors, LLC 0 −100,00 0
2025-07-15 13F Revisor Wealth Management LLC 0 −100,00 0
2025-08-14 13F Sargent Investment Group, LLC 15 999 −3,15 725 −1,63
2025-07-24 13F SLT Holdings LLC 17 262 −8,57 772 −8,32
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-13 13F Balanced Wealth Group Llc 110 720 −3,27 4 975 −2,53
2025-08-15 13F Kestra Advisory Services, LLC 928 117 −2,81 41 487 −2,57
2025-07-14 13F Strategic Planning Group, Llc 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 8 617 −31,27 385 −31,13
2025-08-13 13F GeoWealth Management, LLC 6 117 −7,68 273 −7,46
2025-08-08 13F Pnc Financial Services Group, Inc. 407 623 −6,78 18 221 −6,55
2025-07-23 13F TriaGen Wealth Management LLC 12 459 −0,38 557 −0,18
2025-07-15 13F Armis Advisers, LLC 9 404 −39,30 420 −39,13
2025-07-25 13F Apollon Financial, LLC 38 151 −2,30 1 705 −2,07
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 8 195 −5,31 367 −4,68
2025-07-21 13F Ameritas Advisory Services, LLC 53 577 −44,62 2 395 −43,46
2025-07-29 13F Cottonwood Capital Advisors, Llc 78 749 −2,16 3 520 −1,90
2025-08-07 13F Allworth Financial LP 137 777 −1,70 6 159 0,87
2025-07-22 13F Global Assets Advisory, LLC 12 020 −70,14 544 −68,28
2025-07-17 13F Raleigh Capital Management Inc. 925 −15,37 41 −14,58
2025-07-18 13F Wetzel Investment Advisors, Inc. 14 655 −5,71 655 −5,48
2025-08-06 13F First Horizon Advisors, Inc. 320 −82,37 14 −82,50
2025-09-02 13F/A FSC Wealth Advisors, LLC 16 273 −0,96 727 −0,68
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 7 151 −4,92 320 −4,78
2025-08-13 13F WCG Wealth Advisors LLC 33 949 −1,20 1 518 −0,98
2025-04-23 13F Navis Wealth Advisors, LLC 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 115 023 −1,77 5 142 −1,53
2025-07-23 13F Nbt Bank N A /ny 12 768 −1,53 571 −1,38
2025-08-08 13F Petix & Botte Co 400 802 −2,18 17 916 −1,94
2025-04-30 13F Fundamentun, Llc 0 −100,00 0
2025-08-12 13F Kaye Capital Management 268 684 −5,13 12 010 −4,89
2025-08-14 13F Kovitz Investment Group Partners, LLC 16 803 −0,06 751 0,27
2025-08-12 13F Jpmorgan Chase & Co 1 506 749 −24,69 67 352 −24,51
2025-08-14 13F Snowden Capital Advisors LLC 107 656 −2,75 4 812 −2,51
2025-07-30 13F Whittier Trust Co 137 −46,48 6 −45,45
2025-07-08 13F Nbc Securities, Inc. 52 237 −17,37 2 0,00
2025-07-15 13F tru Independence LLC 31 666 −2,87 1 415 −2,62
2025-08-18 13F Tyler-Stone Wealth Management 20 983 −4,06 938 −3,90
2025-08-01 13F Ashton Thomas Private Wealth, LLC 11 691 −44,06 523 −43,93
2025-08-14 13F Sequent Planning LLC 30 357 −0,76 1 357 −0,59
2025-07-15 13F ACT Advisors, LLC. 0 −100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 86 288 −13,81 3 857 −13,60
2025-08-11 13F Synergy Investment Management, LLC 9 234 −31,68 413 −31,56
2025-07-29 13F Citizens Business Bank 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 39 302 −2,93 1 757 −2,71
2025-08-06 13F LeClair Wealth Partners LLC 15 060 −1,83 673 −1,61
2025-07-16 13F Maridea Wealth Management LLC 0 −100,00 0
2025-07-22 13F Accel Wealth Management 42 433 −4,59 1 897 −4,39
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 71 515 −0,69 3 197 −0,47
2025-08-15 13F CI Private Wealth, LLC 6 911 −12,79 309 −12,75
2025-08-14 13F/A Rockefeller Capital Management L.P. 295 360 −3,84 13 203 −3,60
2025-08-04 13F Creekmur Asset Management LLC 1 215 −16,89 54 −16,92
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 157 299 −0,70 7 031 −0,45
2025-07-28 13F Naviter Wealth, LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 2 033 286 −0,35 90 888 −0,10
2025-08-13 13F Beacon Pointe Advisors, LLC 154 034 −3,37 6 885 −3,12
2025-08-06 13F Csenge Advisory Group 4 519 −5,87 202 −1,94
2025-08-11 13F United Capital Financial Advisers, Llc 11 799 −2,77 527 −2,59
2025-07-22 13F Kraematon Investment Advisors, Inc 75 853 −1,12 3 391 −0,88
2025-08-14 13F Wells Fargo & Company/mn 6 108 478 −2,46 273 049 −2,22
2025-07-31 13F Sage Mountain Advisors LLC 13 587 −8,57 607 −8,31
2025-08-14 13F Beacon Investment Advisors Llc 7 408 −10,00 329 −10,35
2025-08-14 13F UBS Group AG 3 815 572 −3,87 170 556 −3,63
2025-08-11 13F Root Financial Partners, LLC 9 381 −19,96 419 −19,73
2025-08-13 13F Transce3nd, LLC 400 −11,11 18 −15,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 30 457 −1,58 1 0,00
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-11 13F Compass Capital Corp /ma/ /adv 10 919 −5,81 495 1,43
2025-07-09 13F Inspirion Wealth Advisors, Llc 14 350 −5,09 641 −4,90
2025-07-28 13F Harbour Investments, Inc. 655 488 −3,54 29 300 −3,30
2025-07-14 13F Iams Wealth Management, Llc 60 011 −22,57 2 683 −22,37
2025-07-14 13F Lighthouse Wealth Management Inc. 22 843 −0,48 1 021 −0,20
2025-07-01 13F Harbor Investment Advisory, Llc 89 166 −1,73 3 986 −1,48
2025-08-26 13F/A Thrivent Financial For Lutherans 5 250 −83,43 0 −100,00
2025-05-09 13F Headlands Technologies LLC 0 −100,00 0
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 83 961 −14,60 3 753 −14,37
2025-08-14 13F Raymond James Financial Inc 5 964 805 −5,05 266 627 −4,81
2025-07-29 13F Chicago Partners Investment Group LLC 93 133 −1,77 4 290 3,05
2025-07-30 13F Pacific Sun Financial Corp 49 544 −0,48 2 215 −0,23
2025-08-04 13F Spire Wealth Management 39 141 −18,87 1 750 −18,69
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 196 989 −6,34 8 805 −6,11
2025-08-04 13F Integrity Alliance, Llc. 14 733 −55,73 659 −55,63
2025-07-21 13F Clarity Capital Partners LLC 12 013 −21,79 537 −21,64
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 153 300 −41,25 6 853 −41,10
2025-07-18 13F Institute for Wealth Management, LLC. 24 592 −0,22 1 099 0,09
2025-07-24 13F Blair William & Co/il 211 479 −1,23 9 453 −0,98
2025-08-14 13F Synovus Financial Corp 22 557 −5,34 1 008 −5,08
2025-07-17 13F Wagner Wealth Management, Llc 113 280 −5,84 5 064 −5,61
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-14 13F Marshall Investment Management, Llc 42 535 −73,04 1 901 −72,98
2025-08-08 13F SBI Securities Co., Ltd. 85 −18,27 4 −25,00
2025-08-07 13F 1st Source Bank 174 355 −7,02 7 794 −6,79
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-08-04 13F Atria Investments Llc 128 777 −8,25 5 756 −8,02
2025-07-30 13F BlueChip Wealth Advisors LLC 200 487 −1,99 8 962 −1,75
2025-08-01 13F First Command Advisory Services, Inc. 20 753 −27,94 928 −27,80
2025-04-22 13F Moisand Fitzgerald Tamayo, LLC 0 −100,00 0
2025-08-11 13F Independent Advisor Alliance 89 615 −47,27 4 006 −47,15
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-14 13F ABLE Financial Group, LLC 16 526 −19,50 739 −19,34
2025-07-23 13F Castle Rock Wealth Management, LLC 15 718 −3,08 713 −1,25
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 241 789 −2,99 10 808 −2,75
2025-08-12 13F Gladstone Institutional Advisory LLC 25 770 −44,89 1 152 −44,80
2025-08-13 13F StoneX Group Inc. 93 126 −22,73 4 163 −22,55
2025-04-24 13F Transcend Wealth Collective, Llc 0 −100,00 0
2025-04-22 13F Putney Financial Group LLC 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 270 844 −36,41 12 246 −35,52
2025-08-07 13F 49 Wealth Management, Llc 10 003 −30,85 447 −30,70
2025-08-14 13F Mercer Global Advisors Inc /adv 45 142 −5,18 2 018 −4,95
2025-07-30 13F Eqis Capital Management, Inc. 8 048 −13,09 360 −12,86
2025-08-06 13F Founders Financial Securities Llc 30 751 −12,57 1 375 −10,08
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 33 376 −4,33 1 492 −4,12
2025-07-18 13F Truist Financial Corp 1 340 817 −1,31 59 935 −1,07
2025-07-28 13F Ritholtz Wealth Management 5 414 −27,93 242 −27,84
2025-08-04 13F HBK Sorce Advisory LLC 12 251 −1,65 548 −1,44
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-07-31 13F Nilsine Partners, LLC 5 499 −9,09 246 −8,92
2025-08-08 13F Avantax Advisory Services, Inc. 447 429 −11,89 20 000 −11,67
2025-04-15 13F Simplicity Wealth,LLC 0 −100,00 0
2025-08-12 13F Archer Investment Corp 10 493 −3,76 469 −3,50
2025-07-31 13F Moloney Securities Asset Management, LLC 18 729 −1,23 837 −0,95
2025-07-29 13F Private Trust Co Na 42 356 −6,57 1 893 −6,33
2025-04-11 13F Insight Advisors, LLC/ PA 0 −100,00 0
2025-05-09 13F Annis Gardner Whiting Capital Advisors, LLC 0 −100,00 0
2025-08-11 13F NewEdge Wealth, LLC 21 812 −34,93 990 −33,73
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 5 827 −10,04 260 −9,72
2025-05-01 13F Quest 10 Wealth Builders, Inc. 471 −11,47 21 −8,70
2025-07-15 13F RVW Wealth, LLC 22 017 −9,26 984 −8,97
2025-08-19 13F National Asset Management, Inc. 34 094 −63,83 1 524 −62,95
2025-08-05 13F Bank of New York Mellon Corp 60 435 −23,73 2 701 −23,55
2025-07-29 13F Crux Wealth Advisors 46 455 −29,17 2 077 −29,00
2025-07-23 13F Tcfg Wealth Management, Llc 39 778 −0,10 1 778 0,17
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 20 115 −0,14 899 0,11
2025-08-13 13F Denver Wealth Management, Inc. 31 397 −0,54 1 403 −0,28
2025-07-29 13F Goldstein Advisors, LLC 87 794 −3,00 3 924 −2,75
2025-08-08 13F Creative Planning 107 066 −42,56 4 786 −42,42
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 5 522 −14,51 247 −14,58
2025-07-18 13F Consolidated Portfolio Review Corp 4 979 −18,01 223 −17,78
2025-07-30 13F Bleakley Financial Group, LLC 13 162 −1,92 588 −1,67
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2 770 −0,40 124 −0,81
2025-08-18 13F Goodman Advisory Group, LLC 0 −100,00 0
2025-07-08 13F Next Level Private LLC 72 255 −0,26 3 230 −0,03
2025-07-17 13F ERn Financial, LLC 49 648 −12,75 2 219 −12,53
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-07-09 13F Beacon Financial Group 414 756 −1,60 18 540 −1,36
2025-08-14 13F Two Sigma Investments, Lp 22 900 −53,17 1 024 −53,07
2025-08-04 13F Keybank National Association/oh 0 −100,00 0
2025-08-15 13F First Heartland Consultants, Inc. 35 418 −14,74 1 573 −15,06
2025-04-25 13F JNBA Financial Advisors 0 −100,00 0
2025-08-13 13F Keystone Financial Group 26 439 −8,06 1 182 −7,88
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 44 115 −5,98 1 972 −5,78
2025-07-14 13F Southland Equity Partners LLC 97 973 −0,45 4 379 −0,21
2025-08-07 13F Brio Consultants, LLC 0 −100,00 0 −100,00
2025-07-30 13F IMG Wealth Management, Inc. 14 065 −25,60 629 −25,42
2025-08-08 13F Citizens Financial Group Inc/ri 10 533 −4,36 471 −4,28
2025-08-12 13F J.w. Cole Advisors, Inc. 66 547 −1,33 2 975 −1,10
2025-07-16 13F Owen LaRue, LLC 9 441 −5,34 422 −4,95
2025-07-08 13F Little House Capital Llc 0 −100,00 0
2025-08-05 13F Claro Advisors LLC 56 155 −1,05 2 510 −0,79
2025-08-04 13F Assetmark, Inc 196 387 −3,14 8 778 −2,90
2025-08-08 13F MTM Investment Management, LLC 12 690 −3,79 567 −3,57
2025-07-24 13F Us Bancorp \de\ 230 121 −19,55 10 289 −19,36
2025-08-14 13F Main Street Financial Solutions, LLC 38 883 −28,89 1 738 −28,71
2025-08-08 13F Larson Financial Group LLC 245 987 −58,86 10 996 −58,76
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 31 077 −0,14 1 388 0,07
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 133 836 −1,86 5 982 −1,61
2025-08-08 13F WealthTrust Asset Management, LLC 0 −100,00 0
2025-08-13 13F Johnson Financial Group, Inc. 331 −90,85 15 −91,30
2025-08-15 13F Fsb Premier Wealth Management, Inc. 108 045 −9,08 4 830 −8,85
2025-08-13 13F Russell Investments Group, Ltd. 2 141 −19,99 96 −20,17
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 298 003 −9,94 13 553 −8,15
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-11 13F Skyline Advisors, Inc. 6 285 −6,97 281 −6,98
2025-08-18 13F N.E.W. Advisory Services LLC 2 733 −83,92 122 −83,88
2025-08-13 13F Holos Integrated Wealth LLC 19 879 −5,20 904 −3,21
2025-08-13 13F Gateway Wealth Partners, LLC 173 795 −1,34 7 769 −1,11
2025-07-29 13F Stephens Inc /ar/ 69 809 −1,29 3 120 −1,05
2025-08-12 13F SRS Capital Advisors, Inc. 54 843 −8,22 2 451 −8,00
2025-08-14 13F IHT Wealth Management, LLC 143 081 −4,70 6 396 −4,47
2025-08-14 13F Warren Averett Asset Management, LLC 63 978 −6,15 2 860 −5,92
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 15 764 −13,74 721 −8,15
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 77 343 −3,00 3 457 −2,76
2025-08-14 13F Ausdal Financial Partners, Inc. 44 905 −1,98 2 007 −1,71
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-07 13F RDA Financial Network 7 078 −5,73 316 −5,39
2025-08-14 13F Pinnacle Family Advisors, LLC 17 670 −35,37 790 −35,27
2025-07-31 13F Buckingham Strategic Partners 23 186 −36,07 1 036 −35,93
2025-08-14 13F Colony Group, LLC 75 805 −1,55 3 388 −1,31
2025-08-06 13F Prospera Financial Services Inc 822 734 −1,99 36 791 −1,74
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 57 744 −5,18 2 581 −4,94
2025-08-13 13F Level Four Advisory Services, Llc 30 479 −2,25 1 362 −2,01
2025-08-12 13F Shakespeare Wealth Management, Inc. 12 789 −1,08 572 −0,87
2025-07-16 13F Kennedy Investment Group 68 041 −7,31 3 041 −7,09
2025-08-13 13F Proactive Wealth Strategies LLC 104 457 −1,48 5 0,00
2025-07-22 13F Willner & Heller, Llc 14 982 −10,67 670 −10,44
2025-08-07 13F Fountainhead AM, LLC 105 756 −7,65 4 727 −7,42
2025-07-11 13F SILVER OAK SECURITIES, Inc 234 524 −6,06 10 483 −4,99
2025-08-13 13F Legacy Capital Wealth Partners, LLC 12 929 −13,41 578 −13,23
2025-07-18 13F QTR Family Wealth, LLC 32 774 −4,58 1 465 −4,38
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-05-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 20 708 −28,11 926 −27,96
2025-08-20 13F/A Coppell Advisory Solutions LLC 74 808 −13,36 3 324 −12,09
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 6 488 951 −2,80 290 056 −2,56
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-08-14 13F Aqr Capital Management Llc 33 022 −2,23 1 476 −1,99
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-07-14 13F Opal Wealth Advisors, LLC 7 380 −8,99 330 −8,86
2025-07-17 13F LexAurum Advisors, LLC 6 809 −26,83 304 −26,57
2025-08-07 13F Resources Investment Advisors, LLC. 9 153 −23,05 409 −22,83
2025-07-30 13F Strategic Blueprint, LLC 38 092 −3,01 1 703 −2,80
2025-07-14 13F Park Avenue Securities Llc 58 330 −9,92 3 0,00
2025-05-01 13F BankPlus Trust Department 0 −100,00 0
2025-07-10 13F Sovran Advisors, LLC 36 868 −16,98 1 666 −12,64
2025-08-12 13F Beaton Management Co. Inc. 7 294 −0,34 0
2025-08-15 13F Morgan Stanley 19 899 789 −0,38 889 521 −0,14
2025-07-14 13F AdvisorNet Financial, Inc 28 478 −4,95 1 273 −4,72
2025-04-16 13F Matauro, Llc 0 −100,00 0
2025-08-08 13F Good Life Advisors, LLC 29 056 −2,44 1 299 −2,26
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 111 030 −27,58 4 963 −27,40
2025-07-17 13F HB Wealth Management, LLC 7 608 −67,83 340 −67,74
2025-07-23 13F Valmark Advisers, Inc. 89 840 −0,23 4 016 0,00
2025-07-23 13F Bellevue Asset Management, Llc 10 846 −3,09 485 −3,01
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 765 861 −25,55 34 234 −25,37
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