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Trader Toolkit: Institutional Holdings

With more and more trading platforms and the growing allure of low-to-no-fee brokerages, new traders are confronted with a deluge of options when it comes to trading and investing. But lost in the promises of sleek interfaces and free shares for signing up is the fact that successful trading takes time, practice and an understanding of resources experienced traders use on a daily basis.

With that in mind, we're going to use this new series of articles to take a look at the charts, ratios and indicators that play an integral role in how traders generate ideas and form convictions on their medium- or short-term trades. To do that, we'll be using the charts and tools available on the Webull stock trading app, which offers traders access to real, commission free trading in addition to a suite of advanced trading analysis and charting.

With another earnings season approaching, traders' minds are gradually beginning to shift back to the thrilling world of SEC filings.

However, beyond top- and bottom-line earnings figures, there is another bit of intrigue playing out in the manila-colored world of the SEC in the form of 13F filings, which reveal how the major investment institutions have adjusted their portfolios in the previous quarter and provide retail traders valuable insight into the institutional holdings of some of the biggest market makers.

As the name suggests, institutional holdings refer to the equity positions of institutional trading operations, which includes everything from major banks and brokerages to mutual funds and insurance companies. Essentially, an institution covers any organization that uses its own capital to trade or have others trade for them.

Because these operations readjust their holdings on a fairly regular basis, and those holdings are generally sizeable, knowing when institutions increase their exposure to a particular stock, industry or sector can provide traders some insight into how the major market movers are positioning themselves.

As an example of how this information is disseminated and how a trader might be able to apply it to his or her own strategy, let's take a look at the institutional holding information on Twitter, Inc.
TWTR 1.49% using the no-fee day trading platform Webull.

Starting from the top, you can see the total amount of institutions that have a position in Twitter, followed by the number of shares in the hands of those institutions and, finally, the percentage of available shares that are in institutional portfolios. Below each of these figures is the overall change in those holdings from the most recent 13f reporting deadline, 45 days of the end of the prior quarter. From the above stock quotes information, it's obvious that institutions are increasingly bullish on the blue bird.

For a more detailed picture, the chart below shows the number of institutions that either increased or decreased their position, opened a new position or entirely sold out of their position, as well as the number of shares bought or sold in any of those scenarios. It's interesting to note that, while the number of institutions that either increased or started new positions in Twitter is relatively even with those that decreased or sold out of their positions, the number of shares on the bullish end of the equation is more than double the bearish contingent.

Finally, for those interested in finding diversified investments with a stake in Twitter, the app also lists the ETFs with the largest exposure to the social media company.

Although this summary data can be useful for individuals attempting to for a thesis or strategy around a particular stock, traders can also see how a specific institution or fund has allocated their shares of a stock.

In the case of the Webull research app, traders can view the top additions/decreases for each of the institutions that have a new or existing position in Twitter

Using this information traders can gain a top-down view of the institutional bullishness on any stock they might have an interest in taking a position in, which can help in strategically allocating their own portfolio.

While all of this information constitutes a static data point until the next 13F day, the information could be extremely useful in anticipating how a stock might react if a negative headline causes share price to fall, which may be exacerbated by an outsized institutional player looking to avoid a loss.

On the other hand, an investor might follow a particular fund's performance and try to replicate the success of that portfolio, Warren Buffet's Berkshire Hathaway and David Einhorn's Greenlight Capital each file reports that many investors pour over for information.
publié le mardi 15 octobre à 08:42, aucun commentaire.

Got A Portfolio That Can't Be Beat? Webull Will Give You A Tesla Or Pay Down Your Student Loans If You Prove It

Beginning October 7, 2019, veteran and novice retail traders alike are invited to participate in the WeTrader Paper Trading Competition.

For the uninitiated, paper trading is an entirely simulated investing tool that traders use to experiment with complex and novel day trading strategies with zero risk to their real-world capital.

The contest, sponsored by zero-commission trading platform Webull, will take place over five weeks and is split into two parts.

The first part, the Professional Trading Competition, asks participants to experiment with their best portfolio strategies over four week-long rounds. Each trader will begin the first trading day of the week with $100,000 in simulated capital. At each week's closing bell, the top 10 best-performing portfolios will be awarded an Amazon.com, Inc. (NASDAQ: AMZN) gift card valued between $100 and $5,000 for the top prize.

In addition to the weekly awards, consistently profitable traders will be invited by Webull to contend in the Championship Competition, which carries a grand prize of either a Tesla Inc. (NASDAQ: TSLA) Model 3 S or a minimum $40,000 student loan payment to the trader with top-performing portfolio.

Although new traders might not have the sophistication of seasoned market watchers, novelty and originality could also pave the way to the championship. The weekly winners may secure their top spot through the success of their strategies, 30 additional participants will be enrolled in the final round based on how many likes their portfolio receives from others in the competition.

Finally, although traders of all stripes can look forward to sharpening their financial minds against each other for the chance to win these prizes, participants will also be contributing their investing efforts toward raising as much as $50,000 in donations to the Shriner's Children Hospital.

Below is a full breakdown of the competition dates and rules participants must follow in order to remain eligible. Traders can participate via the Webull mobile or desktop stock trading apps.

Additional information can be found on the competition homepage.

Professional Trading Competition

Round 1: October 7th – October 11th
Round 2: October 14th – October 18th
Round 3: October 21st – October 25th
Round 4: October 28th – November 1st
Championship Competition

Final Round: November 3rd – November 9th
Event Rules:

1. Trading will be open during regular market hours only (9:30 AM – 4:00 PM ET)

2. Users can place both market orders and limit orders

3. Users may only trade a single stock up to 10 times per day.

4. Users must trade more than three times and no more than 100 times per round

5. Users must own more than three unique stocks

6. Users may only trade stocks that have an average closing price above $5 in the trailing 30-day period

7. Users may only trade stocks with a market cap of at least $300 million

8. No single stock can make up more than 30% of a user's portfolio

9. Any evidence of automated trading or external plug-ins is considered cheating and will result in a ban from all present and future promotion

publié le mercredi 09 octobre à 07:15, aucun commentaire.

Webull AnnouncesCompetition Aimed At Giving Back to Traders and Community

Independent Broker Dealer's Webull WeTrader Event, Which Helps College Grads Pay Off Their Loans& Benefits Shriners Hospitals for Children®,
Kicks Off On October 7th

Webull Financial LLC, an independent, self-directed broker dealer focused on zero commission stock trading and in-depth market data, has announced its inaugural Webull WeTrader Competition. Theevent,whichprovides amateur and veteran traders the chance to winprizes throughout the five week paper trading competition, officially runs from Monday, October 7th to Friday, November 8th. Registration opens today.

The Webull WeTrader Competition will be split into two parts – the Professional Trading Competition and the Grand Prize Round. The offering will allow green traders the ability to perfect their skills, and experienced traders a chance to enhance their strategies, all while working towards a larger goal.

“The WeTrader Competition gives traders the perfect opportunity to prove their proficiency with the full range of Webull trading tools at their disposal," said Anthony Denier, CEO of Webull. “We wanted to incentivize our users to improve their skills by presenting them with the opportunity to excel personally, while giving back to the community."

Each round of the Professional Trading Competition will consist of a one week trading period, with Amazon gift cards totaling at $10,800distributed amongstthe individuals with the top 10 most profitable portfolios weekly. The winners at the end of the initialfour-round competition will be invited to join the Grand Prize Round, where they will compete to win aTesla Model 3 Standard, or $40,000 to pay off their student loans, which continue to be a burden for many college graduates.

Participants can also gain entry into the Grand Prize Round by accumulating"likes" from other Webull users. The top 30 accounts to receive the most points on their trading profile will automatically be invited to the Grand Prize round.

As an added bonus, the total positive returns of all competition participants will be multiplied by 0.1%, and Webull will donate up to $50,000 of these returns to the Shriners Hospitals for Children®.

With the ultimate goal of transforming children's lives by providing exceptional healthcare through innovative research, Shriners Hospitals for Children®offers innovative pediatric specialty care, world-class research and outstanding medical education around the world.

Webull aims to offer an excellent experience to its users through an all-in-one, self-directed investment platform, as well as offering advanced and intelligent investment tools and services. Its multi-platform accessibility is designed for beginner, intermediate and advanced traders, providing users with zero commission day trading, free real-time quotes (provided by NASDAQ Last Sale data feed), extended trading hours, 24/7 online help, and much more.

Current Webull users, and those looking to participate, can register for the competition by visiting www.webull.com, where they can also view official competition rules and regulations. All participants must have a Webull account and have downloaded the Webull app, available in the Apple and Android stores. Participants who do not register by the October 6th registration deadline are able to join the competition week-by-week.

For more information, please visit www.webull.com/wetradercompetition.

About Webull Financial LLC
Webull Financial LLC is a broker-dealer registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). The headquarters of Webull Financial LLC is located at 44 Wall Street, New York, NY, USA.

Risk Disclosure: System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. Trading of stocks and all other investment products involves substantial risk of loss and it is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment. Free stock trading refers to zero commission for Webull Financial LLC self-directed individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices or Web. Relevant SEC & FINRA fees may apply. Download the Webull stock trading app in the Apple App store or Google Android Store for free.

About Shriners Hospitals for Children®
Shriners Hospitals for Children is changing lives every day through innovative pediatric specialty care, world-class research and outstanding medical education. Our locations in the United States, Canada and Mexico provide advanced care for children with orthopaedic conditions, burns, spinal cord injuries, and cleft lip and palate.
Shriners Hospitals for Children is a 501(c)(3) nonprofit organization and relies on the generosity of donors. All donations are tax deductible to the fullest extent permitted by law. For more information, please visit shrinershospitalsforchildren.org.
publié le lundi 30 septembre à 03:48, aucun commentaire.

Webull Named One Of GoBankingRates "Best Investment Apps"

The personal finance resource recognizes Webull as one of its Best Brokers.

Webull, an independent, self-directed broker dealer focused on zero commission stock trading and in-depth market data, is excited to announce that the company has been named one of the 'Best Investment Apps' by GOBankingRates.com (GBR), a leading resource for personal finance news and features. The highly esteemed Best Brokers list considerations include trading experience/technology, usability, mobile trading, range of offerings, research tools, customer service, and cost.

GOBankingRates specializes in connecting consumers with the best financial institutions and interest rates nationwide, offering visitors the latest information on everything from interest rates to savings strategies, managing a budget and getting out of debt.

Webull is a financial company with the customer at heart, the internet as its foundation, and technology as its lifeblood. Webull's leaders have extensive experience in both the internet and financial industries. They are committed to synergizing technology with finance to provide reliable, professional, intelligent, and efficient products and services. The company's ultimate goal is for its customers to "Enjoy Tech, Enjoy Investing."

"At Webull, we believe that individuals should be equipped with more information, tools, and services that result in opportunities," said Webull's CEO, Anthony Denier. "Webull's inclusion in this piece strengthens our belief that technology is the modern investor's best friend. Our technology enhances the users trading capabilities in terms of time, scale, and technique."

Driven by technology, and empowered by finance, Webull aims to offer a unique experience through an all-in-one, self-directed investment platform, as well as advanced and intelligent investment tools and services.

Webull's multi-platform accessibility is designed for beginner, intermediate and advanced traders, providing users with zero commission day trading, free real-time quotes* (*Nasdaq Last Sale), extended trading hours, 24/7 online help, and more.

About Webull Financial LLC
Webull Financial LLC is a broker-dealer registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). The headquarters of Webull Financial LLC is located at 44 Wall Street, New York, NY, USA.

Risk Disclosure: System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. Trading of stocks and all other investment products involves substantial risk of loss and it is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment. Free stock trading refers to zero commission for Webull Financial LLC self-directed individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices or Web. Relevant SEC & FINRA fees may apply. Download the Webull stock trading app in the Apple App store or Google Android Store for free.
publié le mardi 24 septembre à 06:03, aucun commentaire.

Review: Is WeBull Worth Checking Out?

If you're an experienced trader, WeBull's zero commissions could be very attractive
WeBull Financial LLC was founded in 2017 with a simple premise of merging technology and finance to create an easy-to-use, zero-commission brokerage and market data app to aid investors of all levels.
Although the WeBull stock trading app has over 10 million users, it's really geared toward experienced traders who want advanced real-time market data options combined with first-rate charting on a trading platform that's available 24/7 with zero fees for account opening, account management and trading commissions.
By keeping costs low and simultaneously providing the fundamental and technical analysis necessary for users to make split-second decisions, WeBull is putting institutional-caliber technology in the hands of everyday investors.
Oh, you still need to make the right calls, but when you've got the resources of WeBull and its low-cost trading platform behind you, the opportunity to buy stocks, exchange-traded funds (ETFs) and American Depository Reciepts (ADRs) has never been so easy.
WeBull Review: Pros
WeBull is regulated by both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). This means less funny business and more trading without worry.
WeBull Financial LLC is a member of the Securities Investor Protection Corporation (SIPC). Individual customers' securities are protected up to $500,000 and a $250,000 maximum for cash. In addition, its clearing firm, Apex Clearing, provides additional insurance coverage for an aggregate of $150 million in securities and cash for its entire customer base.
Further, WeBull offers zero commissions on more than 5,000 U.S. equities and ETFs. There is, however, an SEC and FINRA trading fee on all sales. E.g. If you sell 100 shares at $10 a share, the SEC and FINRA fees would amount to 22 cents. Not bad for a $10,000 trade.
WeBull also provides margin trading with an annual margin rate between 3.99% and 6.99%, depending on the amount borrowed. Anything up to $25,000 is charged 6.99%. Anything above $3 million is charged at 3.99%. There's a sliding scale in between.
If you're day trading, you can leverage up to four times the amount you've contributed to your account; if you hold for more than a day, you can leverage up to twice the amount.
What's more, there arenNo extraneous fees for account opening, account management or software platform fees. And seasoned investors may like being able to short stocks.
Other pros include:
• The platform accommodates mobile, web, and desktop users.
• WeBull's research allows users to screen for stocks based on market cap, P/E, dividend yield and many more.
• It allows you to set up watchlists of stocks listed in more than 90 countries including the U.S. and Canada covering over 25,000 stocks, more than 100,000 funds, and 3,000 commodities.
• Each of the stocks on your watchlist come with news, analyst ratings, an indication of whether investors are bullish or bearish, and comments from the WeBull community.
• Customers can trade in pre-market trading hours (4 a.m. to 9:30 a.m. EST) and after-hours (4 p.m. to 8 p.m.).
• Both the mobile and desktop versions come with $1 million in paper money to learn how to trade using the WeBull platform.
• WeBull's platform is fully customizable to meet your needs for following and acting on the information.
• The charting capabilities that come with the platform include 22 technical indicators, more than enough to figure out when to buy and sell your stocks and ETFs.
WeBull Review: Cons
The biggest negative of WeBull is that it doesn't provide trading in stock options, over-the-counter stocks, mutual funds, bonds or cryptocurrencies. Considering it provides quotes for some of these securities, it would be nice if you could also buy them at the same time.
The second negative about WeBull is that it currently only supports individual cash and margin accounts. It does not support IRAs or any other type of tax-advantaged investment accounts.
Not really a con, as much as an observation for investors considering WeBull, are the fees for transferring cash and stocks in and out of the platform. The fee for depositing cash via a domestic wire is $8; the fee for transferring cash out of WeBull is $25. The fee for transferring cash by international wire from outside the U.S. is $12.50; the fee for transferring cash via international wire from outside the U.S. is $45. The fees for transferring securities in and out of WeBull range from $0 to $75 depending on whether you use Apex Clearing or a Contra Broker. Apex charges $75 to transfer out securities.
Although WeBull provides basic real-time quotes at no cost to users, advanced quotes are available for a monthly subscription varying from $3.99 a month to $82.99 a month depending on which stock exchange you're subscribing to for advanced quotes. Considering you can't buy stocks on many of these exchanges, it's unlikely you'd want the advanced quotes in these markets.
Should You Trade With WeBull?
WeBull's zero commissions will be attractive to investors of all experience levels. The mobile app provides plenty of information to keep track of your favorite stocks and ETFs. It's definitely worth downloading the app just to try out its $1 million paper trading account.
If you're a more experienced trader, there appears to be enough meat on the bone to make it worth your while to give WeBull a try. However, if you're trading stocks for a living, you might want to consider other options available that don't provide zero commissions but do provide a robust trading platform that goes beyond what a zero-commission brokerage account is able to deliver.
WeBull could be a useful tool for the average buy-and-hold investor to follow a concentrated portfolio of stocks or ETFs. However, as I mentioned earlier, it doesn't support tax-advantaged accounts, so if you want a low-cost way to save for retirement, WeBull might not be right for you.
As always, it pays to do your own due diligence, but from what I've seen, it's worth checking out more closely.
As of this writing, Will Ashworth did not hold a position in any of the aforementioned securities.
publié le jeudi 19 septembre à 08:15, aucun commentaire.

Webull Provides Access to Premier Real-Time Market Data with Nasdaq TotalView

Webull Financial LLC ("Webull"), a leading online broker for global investors, announced the addition of Nasdaq TotalView on its zero commission stock trading platform, Webull.

Nasdaq TotalView is the premier data feed for serious traders, providing depth-of-book data that empowers investors with insights drawn from quotes and orders for all Nasdaq-, NYSE- and regional-listed securities on Nasdaq. It shows the full depth of orders on the Nasdaq market, including quantities at the individual bids and asks, enabling subscribers to know how orders are distributed throughout the market.

Webull believes that every investor should have access to the best tools to fully understand what is happening in the market. Nasdaq TotalView can help Webull’s clients make more informed decisions. The more an investor knows about underlying price pressure on a stock, the more trading strategies become visible to them, and the more confidence they’ll have in those strategies.

"Webull is dedicated to trading," said Anthony Denier, CEO of Webull. "We deeply value every client, regardless of asset size, believing that technology can empower trading and help bring financial success. We are dedicated to using the spirit of innovation to improve the capabilities of global investors who want to invest in U.S. equities."

Oliver Albers, Senior Vice President and Head of Strategic Partnerships for Nasdaq’s Global Information Services said: "Nasdaq works to make sure the world’s financial markets are accessible to all. Nasdaq TotalView gives users great insight into equity markets to help them make more informed decisions. Our work with Webull is vital to expanding access to U.S. equity markets to investors everywhere."

Since establishment in 2016, Webull has been focusing on trading and striving to provide the best trading technology and investment knowledge for global investors no matter howmuchinitialcapitalyouhaveandnomatterhow much investment experience you have. Webull leverages its vast depth of news, real-time market data, and analysis tools to help its clients and to improve clients’ trading capabilities.

About Webull Financial LLC

Webull Financial LLC is a broker-dealer registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). The headquarters of Webull Financial LLC is located at 44 Wall Street, New York, NY, USA.

Risk Disclosure: System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. Trading of stocks and all other investment products involves substantial risk of loss and it is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment. Free stock trading refers to zero commission for Webull Financial LLC self-directed individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices or Web. Relevant SEC & FINRA fees may apply. Download the Webull day trading app in the Apple App store or Google Android Store for free.
publié le jeudi 12 septembre à 07:35, aucun commentaire.

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