Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund, omfatter FSM Wealth Advisors, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., Warren Averett Asset Management, LLC, Truefg, Llc, Bensler, LLC, Hrt Financial Lp, Trueblood Wealth Management, LLC, Mpwm Advisory Solutions, Llc, O'shaughnessy Asset Management, Llc, Blair William & Co/il, Atlantic Union Bankshares Corp, Alerus Financial Na, MTM Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, og Paladin Advisory 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6.663 | 765 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 51.000 | 51 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14.716 | 1,48 | 1.690 | 6,96 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10.919 | 0,83 | 1.254 | 6,27 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.645 | 1,25 | 419 | 6,63 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79.719 | 6,39 | 9.156 | 12,12 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3.468 | 5,73 | 398 | 11,48 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36.555 | 4,21 | 4.198 | 9,84 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7.186 | 0,08 | 825 | 5,50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.044 | 0,19 | 120 | 5,31 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.228 | 0,50 | 256 | 5,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26.128 | 1,58 | 3.001 | 7,03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1.555 | 179 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 2.315 | 266 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2.827 | 325 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4.921 | 37,73 | 565 | 45,24 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 16.275 | 0,75 | 1.869 | 6,19 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1.758 | 202 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15.807 | 29,23 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 66,67 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14.516 | 98,50 | 1.667 | 110,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.075 | 1.785,96 | 123 | 1.950,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 176.257 | 7,28 | 20.243 | 13,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 956 | 0,31 | 110 | -0,91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.365 | 0,18 | 387 | 5,46 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 243 | 28 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2.131 | 245 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 289 | 0,35 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 16 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 275.693 | 18,52 | 31.663 | 24,90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2.417 | 278 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1.776 | 12,33 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7.854 | 902 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 409 | 47 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.105 | 2,09 | 242 | 7,59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.896 | 218 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1.815 | 208 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 21.279 | 2.488 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.457 | 101,93 | 397 | 113,44 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5.053 | 580 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 1.778 | 204 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12.226 | 0,23 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19.377 | 0,09 | 2.289 | 8,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.031 | 0,06 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56.553 | 18,44 | 6.495 | 24,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40.988 | 285,15 | 4.707 | 306,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11.161 | 13,48 | 1.281 | 20,30 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1.904 | 0,21 | 219 | 2,35 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 1.942 | 7,53 | 223 | 13,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 223.675 | 11,43 | 25.689 | 17,44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.077 | 0,05 | 239 | 9,68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.684 | 6,13 | 1.457 | 11,83 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 31 | 4 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 22.404 | 4,93 | 2.573 | 10,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41.409 | 7,47 | 4.756 | 13,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 42.671 | 6,86 | 4.901 | 12,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 782.117 | 14,99 | 89.826 | 21,18 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2.189 | 251 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6.007 | 15,08 | 690 | 21,30 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 116.858 | 4,97 | 13.421 | 10,62 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1.856 | 0,11 | 213 | 5,45 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4.178 | 100,10 | 480 | 111,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914.162 | 0,26 | 104.991 | 5,66 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 64.951 | 75,22 | 7.460 | 73,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 125.891 | 1,31 | 14.459 | 6,77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 680 | 78 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 387 | 44 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6.881 | 6,47 | 790 | 12,22 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2.145 | 0 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 258 | 30 |
