Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund, omfatter Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28.335 | 89,51 | 1.465 | 95,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18.058 | 5,63 | 935 | 8,35 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.400 | 200,00 | 124 | 210,00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11.080 | 1,33 | 573 | 3,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33.425 | 1,02 | 1.730 | 3,72 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26.603 | 339,79 | 1.377 | 351,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 44.966 | 39,37 | 2.327 | 43,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 234.184 | 3,03 | 12.121 | 5,72 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 19.893 | 1,74 | 1.030 | 4,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 62.711 | 144,86 | 3.246 | 151,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29.056 | 40,05 | 1.504 | 43,69 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4.105 | 0,20 | 212 | 2,91 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4.126 | 208 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.444 | 7,72 | 437 | 10,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7.246 | 22,56 | 375 | 25,84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48.927 | 18,78 | 2.532 | 21,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26.571 | 32,64 | 1.375 | 36,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 124 | 6 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3.985 | 0,05 | 207 | 2,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 18.292 | 17,41 | 947 | 20,48 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 12.860 | 0,02 | 666 | 2,62 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 5.256 | 3,63 | 272 | 6,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 272.244 | 7,15 | 14.091 | 9,95 |
