Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund, omfatter Traction Financial Partners, LLC, Mpwm Advisory Solutions, Llc, TFAFX - Tactical Growth Allocation Fund Class I, Newbridge Financial Services Group, Inc., Trust Co Of Toledo Na /oh/, og CIBC Private Wealth Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.788 | 1,64 | 948 | 20,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 149.046 | 13,07 | 10.248 | 33,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 4 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 170 | 12 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 66.835 | 23,52 | 4.533 | 43,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.617 | 1,19 | 1 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 29.051 | 3,55 | 1.998 | 22,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 21.558 | 42,24 | 1.482 | 68,03 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 58.659 | 0,66 | 4.033 | 18,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 204.862 | 81,66 | 14 | 133,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15.661 | 1,27 | 1.077 | 18,63 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 32.282 | 15,10 | 2.220 | 35,88 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7.095 | 488 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 261 | 18 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 588 | 352,31 | 40 | 471,43 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24.316 | 2 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 275 | 19 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 40 | 18,18 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27.385 | 2.548,45 | 1.883 | 3.038,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.734 | 10,02 | 394 | 40,21 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 483 | 28 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 3.148 | 216 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6.096 | 6,82 | 419 | 26,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7.339 | 73,58 | 505 | 104,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.754 | 106,49 | 256 | 141,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.969 | 204 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106.772 | 197,89 | 7.342 | 251,75 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 210 | 14 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24.537 | 1,60 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.161 | 2,08 | 355 | 20,41 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7.456 | 513 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 7.376 | 2,03 | 1 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 730 | 1,25 | 50 | 21,95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 283.258 | 38,09 | 19.477 | 63,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 628.377 | 18,72 | 43.207 | 40,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64.000 | 4.401 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 32.135 | 0,02 | 2.210 | 18,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8.857 | 6,69 | 609 | 26,09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.928 | 476 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 40.521 | 111,47 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 938 | 64 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 80.716 | 0,73 | 5.524 | 18,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 100.953 | 181,50 | 6.941 | 232,42 |
