Estatísticas Básicas
| Proprietários Institucionais | 185 total, 185 long only, 0 short only, 0 long/short - change of 10.96% MRQ |
| Alocação Média no Portfólio | 0.1152 % - change of 4.26% MRQ |
| Ações Institucionais (Longas) | 8,813,596 (ex 13D/G) - change of 0.30MM shares 6.11% MRQ |
| Valor Institucional (Longa) | $ 732,311 USD ($1000) |
Propriedade Institucional e Acionistas
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund (MX:FDT) tem 185 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 8,813,596 ações. Os maiores acionistas incluem Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Envestnet Asset Management Inc, Citadel Advisors Llc, Cetera Investment Advisers, Raymond James Financial Inc, First Trust Advisors Lp, and Janney Montgomery Scott LLC .
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund (BMV:FDT) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Family Legacy, Inc. | 6,975 | 10.35 | 606 | 20.72 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 35 | 0.00 | 3 | 50.00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 17,336 | -7.50 | 1,507 | 1.14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7,519 | 22.58 | 654 | 34.09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24,890 | -5.00 | 1,977 | 0.15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3,328 | 6.12 | 289 | 16.06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 264,936 | 30.48 | 23,031 | 42.78 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 0.00 | 4 | 33.33 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 944 | 25.53 | 82 | 38.98 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 195,482 | 16,993 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 114 | 0.00 | 10 | 0.00 | ||||
| 2026-04-10 | 13F | Novem Group | 5,140 | 447 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 7,629 | -0.96 | 663 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 900,514 | 115.41 | 78,281 | 135.70 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 31,565 | -0.02 | 2,744 | 9.37 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7,235 | 1.97 | 629 | 11.55 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2,170 | 0.00 | 189 | 9.30 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 118,141 | -22.85 | 10,270 | -15.59 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22,155 | -8.53 | 1,760 | 175,900.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 348,387 | -14.21 | 30,285 | -6.13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 220 | 0.00 | 19 | 11.76 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11,212 | 28.87 | 975 | 40.96 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 200 | 0.00 | 17 | 13.33 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 6,014 | 0.00 | 523 | 9.43 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7,882 | 685 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 2,519 | 0.00 | 219 | 9.00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1,679 | -91.04 | 149 | -90.06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 30 | 3 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3,312 | 279.82 | 288 | 315.94 | ||||
| 2026-05-12 | 13F | Creative Planning | 2,864 | -6.37 | 249 | 2.06 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 876 | -3.95 | 76 | 5.56 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 29,412 | -30.30 | 2,557 | -23.75 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,540 | 308 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 50 | 11.11 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 275 | 0.00 | 24 | 9.52 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 872 | 419.05 | 76 | 476.92 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 8,423 | -19.73 | 732 | -12.12 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 112,349 | -21.31 | 9,769 | -13.88 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 71,759 | 79.40 | 6,238 | 96.35 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1,117 | 55.79 | 97 | 73.21 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13,863 | 0.22 | 1,205 | 9.74 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 717 | 0.42 | 62 | 10.71 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 12,656 | 23.85 | 1,100 | 35.64 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 210 | 0.00 | 18 | 12.50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6,350 | -5.34 | 504 | -0.20 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 3,745 | 0.00 | 298 | 5.32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 42,104 | -47.33 | 3,660 | -42.36 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2,360 | 205 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 34,995 | -32.02 | 3,042 | -25.61 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4,220 | 2,957.97 | 367 | 3,560.00 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 20,704 | -10.18 | 1,800 | -1.75 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23,771 | 224.25 | 2,066 | 254.98 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 125,226 | 12.30 | 10,886 | 22.87 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2,462 | 214 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 256,428 | 547.32 | 22 | 633.33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2,388 | 208 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2,959 | 5.60 | 257 | 15.77 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 30,202 | 2,625 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3,383 | 0.00 | 294 | 9.70 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 10,717 | -35.76 | 932 | -29.74 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 170 | 0.00 | 15 | 7.69 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13,402 | -44.14 | 1,165 | -38.88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7,224 | -3.38 | 628 | 5.56 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2,180 | 218 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 12,040 | 3.45 | 957 | 9.01 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 95,679 | -52.22 | 8 | -46.67 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 254 | -13.01 | 22 | -4.35 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 10,640 | 0.00 | 925 | -1.18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 400 | 0.00 | 35 | 9.68 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 32,052 | 6.80 | 2,786 | 16.86 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4,403 | -23.97 | 383 | -16.96 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 144 | 25.22 | 13 | 33.33 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 59,874 | -5.50 | 5,205 | 3.40 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1,943 | 30.23 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 1,264,068 | 14.19 | 109,885 | 24.94 | ||||
| 2026-05-05 | 13F | PFG Advisors | 4,001 | -13.66 | 348 | -5.71 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2,914 | -15.46 | 232 | -10.81 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 215,975 | 20.63 | 18,774 | 31.98 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 55 | 0.00 | 5 | 0.00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 2,392 | -25.97 | 208 | -19.14 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17,270 | -30.97 | 1,501 | -24.46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 134,942 | 32.59 | 11,730 | 45.08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1,687 | -37.75 | 147 | -32.09 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 93 | 0.00 | 8 | 14.29 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 1,871 | -52.90 | 325 | 3.17 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 6,558 | 84.42 | 570 | 102.13 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5,776 | 115.04 | 529 | 126.07 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14,403 | 1,252 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18,443 | 1,603 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7,627 | 0.58 | 663 | 10.13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2,710 | 10.66 | 240 | 23.20 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 43,000 | 66.47 | 3,738 | 82.12 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 81,144 | 0.17 | 7,054 | 9.60 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 568 | 7.37 | 49 | 16.67 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 6,348 | -9.44 | 552 | -0.90 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10,078 | -17.74 | 876 | -9.97 | ||||
| 2026-01-29 | 13F | Comerica Bank | 13,997 | -36.13 | 1,112 | -32.65 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25,793 | 38.85 | 2,242 | 52.00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2,732 | 237 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16,996 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 864,273 | 2.36 | 75,131 | 12.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 296,329 | 25,760 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 37,997 | -9.83 | 3,303 | -1.31 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 269 | -30.49 | 23 | -23.33 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 47,192 | -4.56 | 4,102 | 4.43 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 22,363 | 1,944 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 100 | -97.78 | 9 | -97.77 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 246 | 0.00 | 21 | 10.53 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 881 | -5.06 | 74 | 0.00 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 202 | 18 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 278 | -37.81 | 24 | -31.43 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 16,942 | 31.38 | 602 | -41.31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3,628 | -9.25 | 315 | -0.63 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 43,234 | 28.97 | 3,758 | 41.12 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2,319 | 203 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 240 | 0.00 | 21 | 5.26 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 283 | 25 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 283,400 | 5.42 | 24,636 | 15.35 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 10,153 | 0.00 | 883 | 9.43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39,340 | 329.43 | 3,420 | 370.29 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 25,609 | 138.05 | 2,226 | |||||
| 2026-04-23 | 13F | American National Bank | 78 | 0.00 | 7 | 0.00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 17,002 | 1.14 | 1,478 | 10.64 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3,108 | 270 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 29,378 | 2,554 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,356 | 3,547.83 | 292 | 4,057.14 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 495 | -16.24 | 42 | -12.77 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6,799 | -7.79 | 591 | 1.03 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6,143 | 534 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 81,376 | -5.41 | 7,074 | 3.50 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 38,290 | 89.66 | 3,329 | 107.61 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11,067 | -19.36 | 962 | -11.74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4,211 | -5.98 | 366 | 3.10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42,246 | 17.00 | 3,672 | 28.03 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3,708 | 0.82 | 322 | 10.27 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2,859 | -5.67 | 249 | 3.33 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 203,985 | 23.62 | 17,951 | 29.68 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 34,174 | 0.08 | 2,971 | 9.51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3,512 | 24.14 | 305 | 36.16 | ||||
| 2026-05-05 | 13F | UBS Group AG | 641,778 | 125.37 | 55,790 | 146.60 | ||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 11,470 | 149.62 | 997 | 173.15 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6,902 | 24.05 | 600 | 35.52 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 258,270 | 2,056.92 | 22,451 | 2,260.78 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3,150 | 274 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 9 | 0.00 | 1 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 9,318 | 171.27 | 810 | 197.79 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 3,120 | 0.00 | 0 | |||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 19,036 | -33.85 | 1,655 | -27.65 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1,731 | 0.00 | 150 | 9.49 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 4 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 4,200 | 365 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 2,473 | -27.24 | 215 | -20.74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10,248 | 891 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5,445 | -26.39 | 473 | -19.42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13,465 | 12,972.82 | 1,171 | 14,525.00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 11,525 | 2.24 | 1,002 | 11.84 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 12,053 | -22.76 | 1,048 | -15.50 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2,421 | 210 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2,360 | 205 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3,962 | -6.71 | 344 | 2.08 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 946 | 82 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 26,793 | 198.70 | 2,267 | 218.40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6,785 | 590 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 25,087 | -32.87 | 2,181 | -26.55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 351 | 31 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 238,100 | 14.56 | 20,697 | 25.35 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 55,595 | -3.82 | 4,833 | 5.23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 131,006 | -13.47 | 11,389 | -5.32 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6,924 | -4.65 | 602 | 4.34 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,048 | 91 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 15,348 | 1,334 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 599 | 52 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 6,038 | 118.29 | 525 | 139.27 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3,546 | 0.94 | 331 | 7.82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7,214 | 39.75 | 627 | 52.93 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 22,597 | -0.38 | 1,964 | 8.99 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 21,355 | 115.08 | 1,698 | 115.48 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 60 | 0.00 | 5 | 25.00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2,191 | 0.37 | 191 | 9.83 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 31,879 | -26.76 | 2,771 | -19.87 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20,935 | -30.30 | 1,820 | -23.76 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 4,089 | -0.66 | 355 | 8.56 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 37 | 3 | ||||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 3,194 | -14.69 | 278 | -6.73 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1,450 | 0.00 | 126 | 9.57 |
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| US:FDT | US$ 94,19 |
