Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund, omfatter WCG Wealth Advisors LLC, Two Sigma Investments, Lp, Truefg, Llc, Betterment LLC, Allworth Financial LP, O'shaughnessy Asset Management, Llc, Comerica Bank, Blair William & Co/il, og Legend Financial Advisors, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 25.163 | 0,16 | 3.694 | 13,66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 51.870 | 3,74 | 7.616 | 17,73 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 699 | 140,21 | 103 | 175,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 126 | 404,00 | 18 | 500,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5.318 | 0,04 | 1 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 2.171 | 0,60 | 319 | 13,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31.719 | 10,59 | 4.657 | 25,53 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 5.071 | 6,02 | 744 | 20,39 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1.391 | 0 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 50 | 7 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10.789 | 6,92 | 1.584 | 21,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.996 | 0,52 | 2.055 | 14,05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11.135 | 29,22 | 1.621 | 45,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65.181 | 5,68 | 10 | 28,57 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 13.668 | 2.007 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.372 | 8,63 | 201 | 23,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2.580 | 379 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6.383 | 937 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20.562 | 30,62 | 3.019 | 48,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48.647 | 5,95 | 7.142 | 20,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 202.432 | 108,81 | 29.721 | 136,97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 104 | 15 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1.510 | 222 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.771 | 79,91 | 553 | 104,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.175 | 159,24 | 907 | 194,16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30.321 | 1.272,61 | 4.452 | 1.461,75 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1.776 | 261 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4.617 | 57,52 | 678 | 78,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 134.552 | 62,50 | 19.755 | 84,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 123.837 | 414,06 | 18.182 | 483,47 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2.055 | 6,59 | 302 | 20,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 92 | 14 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 265 | 39 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14.754 | 17,23 | 2.166 | 33,05 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 243 | 36 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 23.992 | 4,52 | 3.538 | 19,16 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8.772 | 10,70 | 1.288 | 25,56 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 5.500 | 808 |
