Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund II - First Trust Japan AlphaDEX Fund, omfatter Gts Securities Llc, Traction Financial Partners, LLC, BlueChip Wealth Advisors LLC, Moser Wealth Advisors, LLC, Atlantic Union Bankshares Corp, Cwm, Llc, CIBC Private Wealth Group, LLC, og Northwestern Mutual Wealth Management Co .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | OneAscent Financial Services LLC | 13.603 | 2,46 | 1 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 64 | 4 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 15.503 | 4,31 | 1 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 40.196 | 1,84 | 2.401 | 10,96 | ||||
2025-08-04 | 13F | Assetmark, Inc | 84.356 | 21,79 | 5.038 | 32,66 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20.141 | 14,67 | 1.186 | 23,28 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.982 | 16,46 | 656 | 26,94 | ||||
2025-08-14 | 13F | Fmr Llc | 312 | 26,32 | 19 | 38,46 | ||||
2025-08-05 | 13F | Tsfg, Llc | 1.416 | 0,35 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 86 | 5 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 569 | 0,89 | 34 | 6,45 | ||||
2025-08-08 | 13F | Gts Securities Llc | 33.121 | 1.978 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27.735 | 25,75 | 1.656 | 36,97 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2.000 | 119 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 22.553 | 0,69 | 1.347 | 9,70 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44.007 | 48,00 | 3 | 100,00 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 29.438 | 0,47 | 1.758 | 175.600,00 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 723.322 | 0,68 | 43.197 | 9,68 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3.699 | 1,37 | 221 | 10,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 530 | 35,55 | 32 | 52,38 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1.180 | 70 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88.539 | 2,35 | 5.301 | 11,77 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 3.551 | 212 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 24.076 | 0,16 | 1.438 | 9,11 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 125 | 7 | ||||||
2025-08-07 | 13F | Rathbone Brothers plc | 83.523 | 13,28 | 4.988 | 23,41 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3.468 | 207 | ||||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 29.068 | 4,19 | 1.749 | 10,35 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 24.516 | 19,85 | 1.464 | 30,60 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 13.171 | 95,13 | 787 | 112,43 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 89.722 | 25,72 | 5.358 | 36,96 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2.229 | 17,63 | 133 | 37,11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 18.020 | 5,21 | 1.076 | 14,71 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 10.440 | 0,54 | 624 | 9,49 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 708 | 0,71 | 42 | 10,53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 208.748 | 5,88 | 12.466 | 15,34 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1.349 | 160,42 | 81 | 189,29 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.946 | 11,53 | 236 | 21,76 | ||||
2025-08-15 | 13F | Morgan Stanley | 320.836 | 11,68 | 19.160 | 21,67 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 3.910 | 234 | ||||||
2025-08-05 | 13F | Holistic Financial Partners | 65.508 | 4,88 | 3.912 | 14,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 65 | 0 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 5.259 | 314 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4.012 | 2,98 | 0 | |||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4.130 | 8,77 | 247 | 18,27 |