GB:0IO2 / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF - Propriedade Institucional - Vendedores

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GB ˙ LSE ˙ US33734X8469
US$ 53,97 ↑0.40 (0.75%)
2023-12-18
PREÇO DA AÇÃO
Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do 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.
(%)
2026-04-17 13F PMG Wealth Management, Inc. 12,646 -18.24 793 -28.33
2026-05-04 13F Rps Advisory Solutions Llc 0 -100.00 0
2026-05-11 13F Nomura Asset Management Co Ltd 0 -100.00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 6,919 -1.93 434 -14.09
2026-04-23 13F Emerald Advisors, LLC 15,894 -10.79 996 -21.70
2026-04-24 13F Bayban 0 -100.00 0
2026-04-09 13F Stewardship Concepts Financial Services Llc 0 -100.00 0
2026-05-04 13F Mml Investors Services, Llc 283,088 -11.83 17,744 -22.65
2026-05-13 13F NewEdge Wealth, LLC 21,639 -5.58 1,356 -17.17
2026-05-13 13F Mpwm Advisory Solutions, Llc 29,508 -1.96 1,850 -14.00
2026-01-28 13F M&t Bank Corp 0 -100.00 0
2026-05-13 13F Buckingham Strategic Partners 0 -100.00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 445 -11.18 28 -22.86
2026-04-28 13F Stratos Wealth Partners, LTD. 72,820 -17.10 4,564 -27.27
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100.00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-01-29 13F Quadcap Wealth Management, LLC 0 -100.00 0
2026-05-14 13F Rockefeller Capital Management L.P. 562,513 -12.21 35,258 -22.99
2026-04-21 13F Meridian Financial, LLC 0 -100.00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 97,806 -3.59 6,130 -14.52
2026-04-22 13F SFG Wealth Management, LLC. 9,733 -5.59 610 -17.12
2026-04-08 13F First Heartland Consultants, Inc. 3,743 -78.85 235 -81.49
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100.00 0
2026-05-14 13F Fortis Advisors, LLC 9,052 -3.89 567 -15.62
2026-05-15 13F Flow Traders U.s. Llc 19,614 -45.40 1 -50.00
2026-04-29 13F Nilsine Partners, LLC 4,836 -11.70 327 -16.62
2026-05-22 13F WNY Asset Management, LLC 0 -100.00 0
2026-04-24 13F Private Advisor Group, LLC 547,102 -0.35 34,292 -12.59
2026-04-24 13F Goldstone Financial Group, LLC 22,246 -3.19 1,394 -15.05
2026-05-15 13F Larson Financial Group LLC 821 -71.24 51 -74.88
2026-05-08 13F Pnc Financial Services Group, Inc. 162,282 -31.47 10,172 -39.89
2026-04-30 13F Acorn Wealth Advisors, LLC 4,671 -5.90 293 -17.51
2026-04-21 13F Trilogy Capital Inc. 0 -100.00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 100 -71.01 6 -75.00
2026-02-12 13F Groupe la Francaise 0 -100.00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 431 -5.90 31 -11.76
2026-05-08 13F Marshall Investment Management, Llc 184 -99.27 12 -99.39
2026-02-04 13F/A Nwam Llc 0 -100.00 0 -100.00
2026-04-27 13F Beacon Financial Advisory LLC 14,975 -16.87 939 -27.12
2026-04-24 13F Stegent Equity Advisors, Inc. 6,271 -72.93 393 -76.25
2026-05-14 13F Ieq Capital, Llc 7,255 -9.37 455 -20.49
2026-04-28 13F ORG Wealth Partners, LLC 130 -43.48 8 -50.00
2026-04-10 13F IAM Advisory, LLC 102,844 -1.22 6,446 -13.34
2026-04-30 13F Granite Investment Partners, LLC 70,045 -1.55 4,390 -13.63
2026-04-14 13F Wealthcare Advisory Partners LLC 34,164 -3.51 2,141 -15.34
2026-02-17 13F Glenmede Trust Co Na 7,359 -8.50 526 3.75
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 80,630 -9.83 5,054 -20.91
2026-05-04 13F HBW Advisory Services LLC 0 -100.00 0
2026-05-05 13F Bluedoor Private Wealth, Llc 14,115 -26.85 885 -35.85
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-01-28 13F WMG Financial Advisors, LLC 0 -100.00 0
2026-05-01 13F Global Assets Advisory, LLC 0 -100.00 0
2026-05-06 13F Spectrum Wealth Advisory Group, LLC 39,303 -3.03 2,464 -14.92
2026-04-22 13F Advocate Investing Services LLC 2,902 -21.74 182 -31.44
2026-05-11 13F Sargent Investment Group, LLC 185,266 -3.01 11,612 -14.92
2026-02-13 13F Gts Securities Llc 0 -100.00 0
2026-02-06 13F Prospect Financial Services LLC 0 -100.00 0
2026-04-27 13F Quantum Private Wealth, LLC 6,423 -9.83 403 -20.87
2026-04-13 13F Plan Group Financial, LLC 6,595 -16.33 413 -26.64
2026-05-07 13F Bearing Point Capital, Llc 0 -100.00 0
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 30,909 -21.11 1,933 96,550.00
2026-04-21 13F Narus Financial Partners, LLC 0 -100.00 0
2026-05-15 13F Millennium Management Llc 4,164 -75.44 261 -78.45
2026-04-30 13F Corrado Advisors, Llc 0 -100.00 0
2026-05-14 13F Investors Portfolio Services LLC 1,857 -19.65 116 -29.70
2026-05-11 13F SCS Capital Management LLC 27,494 -5.86 1,723 -17.40
2026-05-15 13F MAI Capital Management 9,689 -1.67 607 -13.78
2026-01-27 13F Tranquilli Financial Advisor LLC 0 -100.00 0
2026-05-13 13F Fortress Private Ledger, Llc 0 -100.00 0
2026-05-11 13F Wells Fargo & Company/mn 4,484,649 -4.75 281,098 -16.44
2026-02-02 13F Balentine LLC 0 -100.00 0
2026-05-14 13F Traction Financial Partners, LLC 0 -100.00 0
2026-05-14 13F Raymond James Financial Inc 2,327,262 -4.68 145,873 -16.38
2026-05-14 13F Simplex Trading, Llc 0 -100.00 0
2026-04-15 13F Valley National Advisers Inc 21,673 -16.32 1 0.00
2026-04-28 13F Robertson Stephens Wealth Management, LLC 36,776 -51.13 2,305 -57.12
2026-05-11 13F Manchester Capital Management LLC 0 -100.00 0
2026-04-13 13F Enclave Advisors LLC 0 -100.00 0
2026-02-17 13F Riverview Capital Advisers, LLC 0 -100.00 0
2026-04-15 13F Fifth Third Securities, Inc. 23,597 -0.65 1,479 -12.85
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2026-04-21 13F Pallas Capital Advisors LLC 0 -100.00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 579 -31.07 36 -40.00
2026-05-29 13F Keel Point, LLC 0 -100.00 0
2026-04-24 13F Crux Wealth Advisors 0 -100.00 0
2026-01-12 13F World Equity Group, Inc. 0 -100.00 0 -100.00
2026-05-08 13F Steward Partners Investment Advisory, Llc 122,508 -6.20 7,679 -17.72
2026-05-13 13F Truvestments Capital Llc 391 -3.69 25 -17.24
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100.00 0
2026-04-29 13F Richmond Investment Services, LLC 13,236 -15.25 830 -25.65
2026-04-24 13F Horizon Wealth Management, LLC 0 -100.00 0
2026-05-08 13F Russell Investments Group, Ltd. 1,937 -47.12 121 -53.64
2026-05-08 13F Joseph Group Capital Management 8,058 -94.48 505 -95.16
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2026-02-20 13F/A Prestige Wealth Management Group LLC 0 -100.00 0
2026-05-12 13F Benjamin Edwards Inc 75,037 -15.96 4,705 -26.28
2026-05-12 13F Colonial Trust Advisors 245 -24.62 15 -34.78
2026-01-16 13F Birchcreek Wealth Management, LLC 0 -100.00 0
2026-05-06 13F Crescent Grove Advisors, LLC 28,071 -14.83 1,760 -25.28
2026-05-11 13F Accordant Advisory Group Inc 0 -100.00 0
2026-04-10 13F Financial Partners Group, Inc 4,236 -0.61 266 -9.86
2026-04-28 13F Stephens Inc /ar/ 88,895 -2.17 5,572 -14.19
2026-02-17 13F Northern Trust Corp 0 -100.00 0
2026-04-23 13F Northstar Asset Management Llc 56,327 -1.37 3,531 -13.48
2026-05-08 13F Burke & Herbert Bank & Trust Co 8,136 -0.85 510 -13.14
2026-04-27 13F Tsfg, Llc 0 -100.00 0
2026-05-15 13F EFG International AG 48,665 -63.47 3,050 -67.96
2026-05-04 13F Geneos Wealth Management Inc. 37,094 -2.35 2,325 -14.33
2026-06-01 13F Concorde Asset Management, LLC 47,900 -35.63 3,002 -43.53
2026-05-05 13F Aventura Private Wealth, LLC 0 -100.00 0
2026-04-27 13F Bulltick Wealth Management, LLC 3,236 -3.20 203 -15.13
2026-02-17 13F Berkshire Bank 0 -100.00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100.00 0 -100.00
2026-04-17 13F Cottonwood Capital Advisors, Llc 6,744 -0.07 423 -12.45
2026-05-15 13F Royal Bank Of Canada 2,110,490 -8.00 132,286 -19.29
2026-05-01 13F Sovran Advisors, LLC 23,067 -16.21 1,556 -21.66
2026-04-21 13F Maridea Wealth Management LLC 5,150 -31.51 323 -40.04
2026-02-10 13F Savant Capital, LLC 0 -100.00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 0 -100.00 0
2026-05-15 13F/A Independent Financial Group, Llc 177,059 -2.17 11,098 -14.18
2026-04-22 13F Janney Montgomery Scott LLC 276,687 -26.48 17 -34.62
2026-04-28 13F Tempus Wealth Planning, LLC 3,460 -14.38 217 -25.00
2026-04-28 13F Core Wealth Advisors, Llc 0 -100.00 0
2026-04-08 13F Mirador Capital Partners LP 10,895 -1.42 683 -13.56
2026-05-01 13F Arq Wealth Advisors, Llc 0 -100.00 0
2026-04-17 13F FFG Partners, LLC 6,284 -2.09 394 -14.19
2026-05-15 13F Beacon Pointe Advisors, LLC 90,829 -39.51 5,693 -46.94
2026-05-13 13F Brinker Capital Investments, LLC 13,638 -27.90 855 -36.79
2026-05-27 13F Allen Capital Group, LLC 3,992 -7.81 250 -19.09
2026-04-14 13F Focus Financial Network, Inc. 7,350 -1.63 461 -13.70
2026-05-04 13F Y.D. More Investments Ltd 11,273 -52.68 702 -58.89
2026-05-14 13F RMG Wealth Management LLC 358 -27.38 27 -78.91
2026-05-15 13F Bank Of America Corp /de/ 14,451,187 -6.51 905,800 -17.99
2026-04-27 13F Pensionmark Financial Group, Llc 10,277 -5.16 644 -16.80
2026-04-10 13F Pure Financial Advisors, Inc. 4,453 -0.51 279 -12.54
2026-05-01 13F Midwest Trust Co 8,680 -5.91 544 -17.45
2026-04-23 13F Oppenheimer & Co Inc 85,469 -30.66 5,357 -39.17
2026-05-26 13F Summit Financial Wealth Advisors, LLC 0 -100.00 0
2026-04-24 13F American Institute for Advanced Investment Management, LLP 11,193 -2.57 702 -14.30
2026-05-06 13F Quest 10 Wealth Builders, Inc. 130 -2.99 8 -11.11
2026-05-12 13F Insigneo Advisory Services, Llc 12,998 -0.77 815 -12.94
2026-05-01 13F Pittenger & Anderson Inc 0 -100.00 0
2026-05-18 13F Arkadios Wealth Advisors 146,207 -3.79 9,164 -15.59
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 773,002 -2.02 48 -14.29
2026-05-04 13F Sigma Planning Corp 76,980 -28.46 4,825 -37.23
2026-05-11 13F Viawealth, Llc 0 -100.00 0
2026-04-08 13F Castle Rock Wealth Management, LLC 0 -100.00 0
2026-04-13 13F Buska Wealth Management, LLC 0 -100.00 0
2026-04-08 13F WealthCare Investment Partners, LLC 70,960 -3.10 4,497 -13.12
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-04-21 13F Fullerton Advisors, LLC 11,467 -2.60 719 -14.63
2026-02-17 13F GeoWealth Management, LLC 0 -100.00 0
2026-04-14 13F Nbc Securities, Inc. 42,272 -39.38 2,650 -46.83
2026-04-20 13F Hilton Head Capital Partners, LLC 0 -100.00 0
2025-12-16 13F Garde Capital, Inc. 0 -100.00 0
2026-05-04 13F Archer Investment Corp 1,990 -6.97 125 -18.42
2026-05-05 13F PFG Advisors 15,022 -29.15 942 -37.85
2026-05-15 13F Susquehanna International Group, Llp 40,695 -42.93 2,551 -49.94
2026-05-12 13F Ameritas Advisory Services, LLC 44,113 -2.24 2,765 -14.27
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 40,824 -4.38 2,559 -16.13
2026-04-17 13F Ignite Planners, LLC 17,628 -0.65 1,105 -9.80
2026-05-12 13F Americana Partners, LLC 3,700 -39.89 232 -47.38
2026-02-11 13F SOUTH STATE Corp 0 -100.00 0
2026-04-22 13F Apollon Financial, LLC 33,132 -19.04 2,077 -29.00
2026-05-06 13F Avalon Trust Co 475 -85.11 30 -87.28
2026-05-06 13F Elyxium Wealth, LLC 0 -100.00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100.00 0
2026-05-12 13F Great Diamond Partners, LLC 0 -100.00 0
2026-05-15 13F Toroso Investments, LLC 0 -100.00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 15,339 -5.68 961 -17.30
2026-04-10 13F Green Ridge Wealth Planning LLC 0 -100.00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 45,113 -2.82 2,828 -14.75
2026-05-04 13F Modus Advisors, LLC 0 -100.00 0
2026-05-15 13F Warren Averett Asset Management, LLC 87,774 -16.87 5,502 -27.08
2026-04-20 13F Cottage Street Advisors LLC 0 -100.00 0
2026-05-14 13F Capital Fund Management S.a. 25,800 -1.15 1,617 -13.25
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100.00 0
2026-04-06 13F GAMMA Investing LLC 27 -66.25 2 -80.00
2026-05-08 13F Vontobel Holding Ltd. 28,400 -10.27 1,780 -21.27
2026-04-15 13F Seacrest Wealth Management, Llc 26,937 -6.34 1,688 -20.08
2026-05-14 13F Institute for Wealth Management, LLC. 8,923 -71.03 559 -74.59
2026-05-13 13F LM Advisors LLC 781 -16.65 12 -7.69
2026-04-21 13F Crown Wealth Group, LLC 17,289 -49.28 1,084 -55.52
2026-05-04 13F N.E.W. Advisory Services LLC 1,003 -33.31 63 -42.06
2026-04-27 13F Evolution Wealth Management Inc. 1,258 -2.78 79 -15.22
2026-05-11 13F Phoenix Holdings Ltd. 81,875 -36.43 5,394 -25.67
2026-05-14 13F Brown Brothers Harriman & Co 1,973 -4.64 124 -16.33
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 44,491 -0.28 2,789 -12.52
2026-04-30 13F Stablepoint Partners, LLC 4,121 -3.29 258 -15.13
2026-05-14 13F Guardian Asset Advisors, LLC 0 -100.00 0
2026-05-07 13F Tidemark, LLC 5,640 -8.66 354 -19.95
2026-04-20 13F Kestra Private Wealth Services, Llc 218,213 -1.82 13,678 -13.87
2026-05-13 13F Ameritas Investment Partners, Inc. 5,988 -29.85 375 -38.42
2026-05-15 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2026-04-23 13F Mayflower Financial Advisors, LLC 19,882 -0.67 1,246 -12.87
2026-05-14 13F Providence Capital Advisors, LLC 0 -100.00 0
2026-04-28 13F Ntv Asset Management Llc 94,809 -2.49 5,943 -14.45
2026-01-08 13F Signet Financial Management, Llc 0 -100.00 0
2026-04-17 13F AdvisorNet Financial, Inc 3,435 -37.08 215 -44.87
2026-05-15 13F Morgan Stanley 13,438,915 -0.87 842,351 -13.04
2026-05-14 13F Venture Visionary Partners LLC 0 -100.00 0
2026-05-11 13F Pecaut & Co. 0 -100.00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 10,428 -0.24 654 -12.45
2026-05-05 13F Advantage Trust Co 29,774 -0.01 1,866 -12.27
2026-04-29 13F Koa Wealth Management, LLC 12,317 -2.47 772 -14.41
2026-02-13 13F Colony Group, LLC 33,987 -3.12 2,428 -8.93
2026-02-17 13F Main Street Financial Solutions, LLC 30,958 -12.00 2,212 -17.28
2026-04-20 13F Sowell Financial Services LLC 22,392 -11.05 1,404 -21.97
2026-05-11 13F Umb Bank N A/mo 0 -100.00 0
2026-04-27 13F DB Fitzpatrick & Co, Inc 0 -100.00 0
2026-05-14 13F CIBC World Markets Inc. 93,851 -1.40 5,883 -13.50
2026-02-02 13F Pines Wealth Management, LLC 0 -100.00 0
2026-01-20 13F J2 Capital Management Inc 0 -100.00 0
2026-05-13 13F Cascade Investment Group, Inc. 56,880 -3.77 3,565 -15.58
2026-05-08 13F Banco Santander, S.A. 0 -100.00 0
2026-05-13 13F Prosperity Financial Group, Inc. 17,726 -56.24 1,111 -61.61
2026-04-24 13F ProCore Advisors, LLC 3,586 -7.67 225 -19.13
2026-05-13 13F First Citizens Bank & Trust Co 4,541 -4.70 285 -16.47
2026-02-11 13F Group One Trading, L.p. 5,229 -41.60 374 -45.15
2026-05-15 13F Brevan Howard Capital Management LP 0 -100.00 0
2026-05-12 13F TD Waterhouse Canada Inc. 78,018 -22.31 4,921 -31.39
2026-05-13 13F Fsb Premier Wealth Management, Inc. 3,807 -1.09 239 -13.45
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 17,031 -1.08 1,068 -13.25
2026-05-06 13F Bessemer Group Inc 0 -100.00 0
2026-05-12 13F Resurgent Financial Advisors LLC 0 -100.00 0
2026-04-30 13F Financial Freedom, LLC 0 -100.00 0
2026-02-11 13F Prudential Plc 0 -100.00 0 -100.00
2026-05-12 13F WCG Wealth Advisors LLC 28,409 -38.12 1,781 -45.73
2026-05-08 13F Private Advisory Group LLC 0 -100.00 0
2026-05-29 13F Asset Dedication, LLC 406 -57.35 25 -63.24
2026-05-15 13F United Capital Financial Advisers, Llc 7,215 -25.47 452 -34.59
2026-05-04 13F Concentrum Wealth Management 64,368 -0.52 4,035 -12.72
2026-04-15 13F Redhawk Wealth Advisors, Inc. 13,714 -61.54 860 -66.29
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 65,967 -12.95 4,135 -23.64
2026-04-20 13F SILVER OAK SECURITIES, Inc 9,469 -42.15 594 -49.83
2026-04-17 13F BCS Wealth Management 4,750 -50.00 298 -56.19
2026-05-11 13F Clarendon Private LLC 0 -100.00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 107,192 -28.29 6,881 -36.24
2026-04-14 13F William Mack & Associates, Inc. 0 -100.00 0
2026-05-13 13F WealthCollab, LLC 0 -100.00 0
2026-05-06 13F Deutsche Bank Ag\ 1,527 -19.63 96 -29.63
2026-04-08 13F High Point Wealth Management, LLC 53,790 -4.44 3,372 -16.17
2026-04-21 13F Claro Advisors LLC 5,636 -5.04 353 -16.75
2026-05-01 13F Advisors Capital Management, LLC 3,320 -20.56 208 -30.20
2026-05-05 13F D.a. Davidson & Co. 133,216 -29.79 8,350 -38.41
2026-04-02 13F Silverleafe Capital Partners, LLC 4,104 -97.14 257 -97.50
2026-05-04 13F Inlight Wealth Management, LLC 0 -100.00 0
2026-04-14 13F eCIO, Inc. 0 -100.00 0
2026-02-17 13F Summit Trail Advisors, Llc 0 -100.00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-05-12 13F LeConte Wealth Management, LLC 46,752 -1.51 2,930 -13.59
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 3,261 -76.88 204 -79.74
2026-04-23 13F SJS Investment Consulting Inc. 0 -100.00 0
2026-04-30 13F Csenge Advisory Group 0 -100.00 0
2026-05-15 13F Summit Financial, LLC 35,665 -11.00 2,235 -21.94
2026-05-15 13F Harbour Investments, Inc. 73,492 -0.37 4,607 -12.60
2026-05-11 13F HBK Sorce Advisory LLC 26,767 -0.37 2,016 11.81
2026-04-13 13F Creative Financial Designs Inc /adv 2,676 -7.79 168 -19.32
2026-05-27 13F Westshore Wealth, LLC 6,686 -13.85 419 -24.37
2026-05-06 13F Angeles Wealth Management, Llc 0 -100.00 0
2026-04-24 13F James Investment Research Inc 14,633 -2.79 917 -14.70
2026-04-10 13F Perigon Wealth Management, LLC 13,169 -14.06 825 -24.59
2026-04-20 13F Fiduciary Alliance LLC 4,125 -92.52 266 -93.25
2026-04-23 13F Harbor Investment Advisory, Llc 15,305 -4.84 959 -16.54
2026-05-01 13F Citizens Financial Group Inc/ri 24,999 -14.03 1,567 -24.60
2026-04-21 13F Huntleigh Advisors, Inc. 0 -100.00 0
2026-05-15 13F Advisory Services Network, LLC 17,940 -6.46 1,125 -17.96
2026-05-06 13F Meridian Wealth Management, LLC 0 -100.00 0
2026-05-12 13F Creative Planning 104,180 -0.86 6,530 -13.03
2026-05-01 13F Bensler, LLC 9,280 -14.69 582 -25.23
2026-01-14 13F ORG Partners LLC 2,998 -39.63 214 -43.24
2026-04-08 13F Miracle Mile Advisors, LLC 6,920 -4.45 434 -16.25
2026-05-13 13F/A Jpmorgan Chase & Co 828,008 -1.95 50,335 -16.58
2026-04-14 13F Baldwin Brothers Inc/ma 0 -100.00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,933 -3.91 435 -15.73
2026-05-13 13F Avestar Capital, LLC 0 -100.00 0
2026-02-05 13F Florin Court Capital LLP 0 -100.00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100.00 0
2026-04-30 13F Owen LaRue, LLC 0 -100.00 0
2026-05-07 13F Rothschild Investment Llc 6,499 -0.76 407 -12.85
2026-05-20 13F Leigh Baldwin & Co., Llc 4,297 -10.40 269 -21.57
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100.00 0
2026-05-14 13F Cwm, Llc 477,063 -34.73 29,902 57,403.85
2026-04-30 13F LRI Investments, LLC 0 -100.00 0
2026-05-01 13F Valmark Advisers, Inc. 0 -100.00 0
2026-05-08 13F Darden Wealth Group Inc 0 -100.00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-05-14 13F Rubicon Advisors, GP 0 -100.00 0
2026-04-28 13F WESPAC Advisors, LLC 0 -100.00 0
2026-04-16 13F Aurora Private Wealth, Inc. 11,202 -12.44 1
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 257,130 -20.26 16,179 -29.59
2026-04-23 13F Fortune Financial Group, Inc. 0 -100.00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-05-14 13F Level Four Advisory Services, Llc 29,000 -23.99 1,818 -33.35
2026-05-13 13F Lido Advisors, LLC 13,566 -26.47 850 -36.80
2026-04-21 13F Urban Wealth Management, LLC 0 -100.00 0
2026-04-30 13F Madison Wealth Partners, Inc 3,775 -0.58 237 -12.92
2026-05-08 13F Evolution Wealth Advisors, LLC 0 -100.00 0
2026-05-14 13F Bernard Wealth Management Corp. 2,707 -9.53 170 -20.66
2026-05-14 13F O'ROURKE & COMPANY, Inc 20,652 -1.88 1,294 -13.91
2026-04-10 13F Quaker Wealth Management, LLC 163 -99.82 10 -99.84
2026-04-30 13F Accredited Investors Inc. 0 -100.00 0
2026-05-14 13F Regal Investment Advisors LLC 0 -100.00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 19,739 -48.73 1,237 -55.03
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-04-27 13F Apeiron RIA LLC 0 -100.00 0
2026-04-22 13F Caldwell Trust Co 6,223 -5.25 390 -16.84
2026-04-29 13F Navalign, LLC 0 -100.00 0
2026-04-24 13F Capital Asset Advisory Services LLC 667,303 -4.16 44,743 -10.98
2026-04-30 13F First Horizon Corp 0 -100.00 0
2026-02-03 13F/A Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2026-02-17 13F Capital Fund Management S.a. Call 0 -100.00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1,545 -78.99 97 -81.71
2026-05-12 13F Thoroughbred Financial Services, Llc 4,598 -39.99 0
2026-02-17 13F Capital Fund Management S.a. Put 0 -100.00 0
2026-04-27 13F Sound Income Strategies, LLC 3,804 -2.19 240 -13.98
2026-05-15 13F Advisor Group Holdings, Inc. 726,052 -13.98 45,522 -24.54
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 46,480 -0.76 2,913 -12.94
2026-05-04 13F Roberts Glore & Co Inc /il/ 0 -100.00 0
2026-01-16 13F Crewe Advisors LLC 0 -100.00 0
2026-05-05 13F SFI Advisors, LLC 53,320 -36.39 3,342 -44.20
2026-05-14 13F Baird Financial Group, Inc. 106,226 -6.08 6,658 -17.60
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100.00 0
2026-05-11 13F MCF Advisors LLC 1,205 -0.41 76 -12.79
2026-05-12 13F Second Half Financial Partners, LLC 0 -100.00 0
2026-05-04 13F Bank Hapoalim Bm 24,685 -88.55 2 -93.33
2026-05-13 13F Calton & Associates, Inc. 8,648 -31.47 542 -39.84
2026-05-11 13F OpenArc Corporate Advisory, LLC 0 -100.00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0
2026-04-24 13F Essex Financial Services, Inc. 19,354 -28.43 1,213 -37.22
2026-04-08 13F Sandbox Financial Partners, LLC 44,073 -10.74 2,763 -21.71
2026-05-14 13F EP Wealth Advisors, Inc. 7,018 -1.21 440 -13.41
2026-04-14 13F Nova Wealth Management, Inc. 45 -76.92 3 -84.62
2026-04-24 13F Fulton Bank, N.a. 30,119 -2.75 1,888 -14.69
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 0 -100.00 0
2026-05-15 13F Tradition Wealth Management, LLC 7,883 -30.73 494 -39.24
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100.00 0
2026-02-17 13F Fountainhead AM, LLC 0 -100.00 0
2026-04-09 13F Wedmont Private Capital 3,900 -2.55 256 -12.63
2026-04-15 13F WESPAC Advisors SoCal, LLC 51,076 -40.96 3,201 -48.20
2026-05-15 13F Qube Research & Technologies Ltd 72,685 -15.34 4,556 -25.74
2026-04-27 13F HB Wealth Management, LLC 16,097 -29.02 1,009 -37.78
2026-04-21 13F Mayfair Advisory Group, LLC 0 -100.00 0
2026-05-11 13F Sage Mountain Advisors LLC 28,312 -10.15 1,775 -21.19
2026-05-07 13F Intellus Advisors LLC 0 -100.00 0
2026-05-07 13F One Charles Private Wealth Services, LLC 0 -100.00 0
2026-04-23 13F Global Trust Asset Management, LLC 1,050 -66.45 66 -70.85
2026-05-05 13F Crestwood Advisors Group LLC 3,962 -0.68 248 -12.98
2026-04-28 13F Kingswood Wealth Advisors, Llc 66,430 -5.73 4,164 -17.30
2026-04-20 13F Williams & Novak, LLC 0 -100.00 0
2026-05-14 13F Renaissance Technologies Llc 31,300 -8.75 1,962 -19.96
2026-04-28 13F Belpointe Asset Management LLC 26,904 -3.26 1,686 -15.15
2026-05-14 13F Us Bancorp \de\ 11,304 -78.90 709 -81.50
2026-04-17 13F Forefront Wealth Partners, LLC 31,487 -20.56 1,974 -30.31
2026-04-24 13F Northwest Financial Advisors 6,468 -18.05 405 -28.06
2026-04-29 13F Warner Group LLC 60,086 -9.10 3,766 -20.26
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100.00 0
2026-05-05 13F Williams Jones Wealth Management, LLC. 38,295 -20.23 2,400 -30.01
2026-04-24 13F Black Swift Group, LLC 0 -100.00 0
2026-04-15 13F Activest Wealth Management 74 -73.76 5 -80.00
2026-05-04 13F Wellington Shields Capital Management, LLC 7,300 -23.96 458 -33.28
2026-02-06 13F Tortoise Investment Management, LLC 0 -100.00 0
2026-04-27 13F Trademark Financial Management, LLC 0 -100.00 0
2026-05-13 13F Bank Of Montreal /can/ 99,624 -3.49 6,244 -15.34
2026-04-01 13F Neville Rodie & Shaw Inc 66,365 -6.23 4 -20.00
2026-04-21 13F Maseco Llp 0 -100.00 0
2026-05-15 13F New England Asset Management Inc 0 -100.00 0
2026-05-04 13F Chicago Partners Investment Group LLC 9,775 -31.33 674 -33.23
2026-05-12 13F Moneta Group Investment Advisors Llc 4,167 -3.34 261 -15.26
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 32,939 -5.22 2,334 -6.00
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