Mga Batayang Estadistika
Pemilik Institusional | 144 total, 144 long only, 0 short only, 0 long/short - change of -5.26% MRQ |
Alokasi Portofolio Rata-rata | 0.3106 % - change of 13.83% MRQ |
Saham Institusional (Jangka Panjang) | 4,692,717 (ex 13D/G) - change of -12.53MM shares -72.75% MRQ |
Nilai Institusional (Jangka Panjang) | $ 192,468 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August (US:FAUG) memiliki 144 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 4,692,717 saham. Pemegang saham terbesar meliputi BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Stenger Family Office, LLC, Cwm, Llc, Raymond James Financial Inc, Wealthcare Advisory Partners LLC, Assetmark, Inc, Advisor Group Holdings, Inc., Cetera Investment Advisers, and MBL Wealth, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August (BATS:FAUG) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 51.01 / share. Previously, on September 9, 2024, the share price was 44.27 / share. This represents an increase of 15.22% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-04-23 | FIRST TRUST PORTFOLIOS LP | 11,548,218 | 12,563,492 | 8.79 | 65.78 | 7.52 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17,789 | -1.83 | 872 | 5.83 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177,718 | 7.18 | 8,617 | 14.25 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,298 | 0.00 | 603 | 7.69 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 9,504 | -6.48 | 472 | 1.73 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 4,281 | 209 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 8,000 | 0.00 | 392 | 7.99 | ||||
2025-07-22 | 13F | Accel Wealth Management | 33,782 | 0.00 | 1,656 | 7.81 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,953 | 3.61 | 145 | 11.63 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,615,625 | 1.42 | 548,838 | 1.68 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 12,814 | 0.00 | 628 | 7.90 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 15,021 | -28.14 | 736 | -22.53 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,829 | 0.78 | 337 | 9.42 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 7,350 | 0.00 | 360 | 7.78 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 24,099 | 7.33 | 1,182 | 15.67 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4,225 | 193.20 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,815 | 0.00 | 334 | 8.09 | ||||
2025-07-15 | 13F | McCarthy & Cox | 23,340 | 0.00 | 1,144 | 7.82 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16,039 | -40.59 | 786 | -35.99 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 23,188 | -1.51 | 1 | -99.91 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27,050 | -44.27 | 1,326 | -39.92 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,074 | 1.29 | 595 | -1.00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 700 | 0.00 | 34 | 9.68 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | 13F | Cypress Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 348,650 | -4.07 | 17 | 6.25 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19,451 | -4.17 | 954 | 3.03 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11,319 | -11.81 | 555 | -4.97 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 6,915 | -16.48 | 339 | -9.84 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 21,449 | -13.35 | 1,052 | -6.66 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 90,469 | 4,436 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 61,293 | -34.58 | 3 | -25.00 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 52,154 | 12.28 | 2,557 | 21.07 | ||||
2025-08-12 | 13F | Change Path, LLC | 48,986 | -69.46 | 2,402 | -67.10 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 20,830 | 1,021 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7,343 | -23.73 | 360 | -17.62 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 391,520 | 14,412 | ||||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 15,819 | -3.23 | 776 | 1.97 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 4,304 | -67.97 | 211 | -65.47 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Marshall Financial Group LLC | 5,964 | 0.00 | 293 | 7.75 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 18,620 | 0.00 | 913 | 7.80 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 600 | 0.00 | 29 | 7.41 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 30,416 | -1.27 | 1,491 | 6.42 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 81 | 0.00 | 4 | 0.00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 13,282 | 6.85 | 651 | 15.22 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7,662 | -0.10 | 376 | 7.76 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 14,398 | -24.22 | 706 | -18.40 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 14,878 | 0.00 | 729 | 7.84 | ||||
2025-05-02 | 13F | SBI Securities Co., Ltd. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 8,710 | -1.85 | 437 | 8.19 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 7,935 | -13.87 | 0 | |||||
2025-08-12 | 13F | TCP Asset Management, LLC | 4,903 | 0.00 | 240 | 7.62 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 9,395 | 461 | ||||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6,500 | 17.03 | 319 | 26.19 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 544 | 0.00 | 27 | 8.33 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 4,480 | 0 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 2,233 | 0.00 | 109 | 7.92 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 84,384 | 7.20 | 4,137 | 15.56 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 7,831 | 0.00 | 384 | 7.58 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 866 | 0.00 | 42 | 7.69 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 127,812 | 1.17 | 6,267 | 9.05 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 7,182 | -23.03 | 352 | -16.98 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 4,820 | 0.00 | 236 | 7.76 | ||||
2025-08-14 | 13F | Mariner, LLC | 12,269 | -5.30 | 602 | 2.04 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 6,591 | -0.02 | 323 | 8.03 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10,581 | -4.37 | 519 | 2.98 | ||||
2025-05-13 | 13F | Great Diamond Partners, LLC | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | Semus Wealth Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 22,953 | -2.32 | 1,125 | 5.34 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 26,002 | 25.49 | 1,275 | 35.24 | ||||
2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 7,900 | -2.47 | 387 | 5.16 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 25,111 | -1.82 | 1,231 | 5.85 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 7,134 | -0.04 | 337 | 8.36 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,889 | 0.00 | 93 | 8.24 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 9,768 | 0.02 | 479 | 7.66 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 22,268 | -2.80 | 1,092 | 4.70 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28,932 | -1.05 | 1,419 | 6.62 | ||||
2025-08-12 | 13F | LPL Financial LLC | 100,301 | 6.71 | 4,918 | 15.02 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 35,362 | 1.13 | 1,734 | 8.99 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 126,453 | 1.41 | 6 | 20.00 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 5,253 | -40.19 | 0 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 4,448 | -1.33 | 218 | 6.34 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 188,985 | 32.08 | 9,266 | 42.36 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,340 | -1.48 | 556 | 6.31 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8,740 | 0.00 | 429 | 7.81 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,415 | -2.86 | 216 | 4.85 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 18,332 | 8.51 | 899 | 18.16 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 10,004 | 0.00 | 490 | 7.69 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 5,075 | 10.93 | 0 | |||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | TFB Advisors LLC | 14,620 | -6.22 | 717 | 0.99 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 37,966 | -1.80 | 2 | 0.00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,970 | -12.49 | 342 | -5.80 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 30,585 | 0.00 | 1,500 | 7.76 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 104,362 | -6.66 | 5,117 | 0.61 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 9,045 | 0.00 | 443 | 7.79 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 34,552 | -5.71 | 1,694 | 0.36 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 9,372 | 74.46 | 460 | 88.11 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 10,829 | -17.20 | 531 | -10.77 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 19,770 | -1.77 | 969 | 5.90 | ||||
2025-07-18 | 13F | Truist Financial Corp | 20,540 | -1.61 | 1,007 | 6.11 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 14,112 | 0.00 | 1 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Beacon Financial Group | 30,928 | -0.81 | 1,516 | 6.91 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 15,215 | -0.70 | 746 | 7.04 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,921 | 0.00 | 94 | 8.05 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,480 | 0.00 | 220 | 7.88 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,826 | -0.25 | 1 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 11,747 | -6.00 | 576 | 1.23 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 173,466 | -51.19 | 8,505 | -47.39 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 6,031 | 296 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 13,415 | 0.00 | 658 | 7.70 | ||||
2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 17,217 | -0.01 | 844 | 7.79 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 781 | 38 | ||||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 10,011 | 283.12 | 491 | 315.25 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,179 | -19.53 | 303 | -13.47 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,115 | 0.00 | 55 | 8.00 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 8,627 | 423 | ||||||
2025-08-14 | 13F | UBS Group AG | 24,836 | 1,041.89 | 1,218 | 1,141.84 | ||||
2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,388 | -20.54 | 509 | -14.31 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 41,348 | 2.06 | 2,027 | 10.04 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,333 | 0.00 | 261 | 7.85 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 123,141 | -2.16 | 6,038 | 5.45 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 8,177 | 0.00 | 401 | 7.82 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34,051 | -0.24 | 1,670 | 7.54 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 195,667 | 1.66 | 9,594 | 9.57 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 114,330 | -76.48 | 5,606 | -74.64 | ||||
2025-08-12 | 13F | MAI Capital Management | 242 | 0.00 | 12 | 0.00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,652 | 27.54 | 682 | 30.46 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4,043 | 0.00 | 198 | 8.20 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 5,937 | 0.00 | 291 | 7.78 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,275 | 1.11 | 112 | 6.73 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 278,095 | -3.78 | 13,635 | 3.71 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 81,697 | -1.42 | 4,054 | 7.39 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 41,487 | -16.27 | 2,034 | -9.72 | ||||
2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 2,500 | 0.00 | 123 | 7.96 | ||||
2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 766,914 | 1.20 | 36,237 | 1.46 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 10,000 | 0.00 | 490 | 7.93 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 8,467 | 415 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,635 | -13.75 | 374 | -6.97 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 117,249 | -0.51 | 5,749 | 7.24 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 14,349 | 0.00 | 704 | 7.82 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 36,651 | -6.52 | 1,797 | 0.73 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 9,156 | -7.73 | 459 | 2.69 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 30,908 | -7.93 | 1,516 | -0.72 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 125,456 | -0.22 | 6,151 | 7.55 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2,450 | 0.00 | 120 | 8.11 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 52,303 | 0.44 | 2,564 | 8.28 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9,752 | -3.95 | 478 | 3.69 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7,060 | 0.00 | 0 | |||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 7,427 | 0.00 | 364 | 8.01 |