Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund, omfatter Traction Financial Partners, LLC, Daymark Wealth Partners, Llc, J.w. Cole Advisors, Inc., Atomi Financial Group, Inc., O'shaughnessy Asset Management, Llc, Hantz Financial Services, Inc., Skopos Labs, Inc., Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.381 | 196,99 | 109 | 208,57 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2.558 | 201 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4.301 | 2,43 | 338 | 4,97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.819 | 368,10 | 693 | 381,25 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2.695 | 212 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 9.633 | 1.249,16 | 757 | 1.301,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.489 | 6,23 | 1.611 | 8,92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 35.387 | 5,15 | 2.783 | 7,79 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5.027 | 0,12 | 395 | 2,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31.020 | 211,63 | 2.439 | 219,66 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 39.090 | 4,99 | 3.074 | 7,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 131.282 | 22,68 | 10.323 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.451 | 12,70 | 271 | 15,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.183 | 250 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3.102 | 0,13 | 244 | 2,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4.088 | 22,91 | 321 | 25,88 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1.621 | 0,06 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1.492 | 27,20 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14.974 | 0,25 | 1.177 | 2,79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.900 | 12,01 | 228 | 15,15 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10.476 | 0,01 | 824 | 2,49 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6.983 | 0,81 | 549 | 3,39 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22.354 | 5,84 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7.436 | 0,57 | 604 | 11,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.962 | 0,20 | 233 | 2,65 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5.783 | 455 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 784 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18.845 | 3,15 | 1.482 | 6,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3.003 | 0,13 | 236 | 2,61 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 | 0 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 5.633 | 0,04 | 443 | 2,31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25.983 | 2,30 | 2.043 | 4,88 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2.695 | 212 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37.953 | 0,20 | 2.984 | 2,68 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5.786 | 4,37 | 455 | 6,82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 769 | 107,84 | 59 | 107,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 342.742 | 13,37 | 26.950 | 16,19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 42.769 | 6,15 | 3.363 | 8,77 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7.008 | 0,01 | 551 | 2,61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80.780 | 23,85 | 6.352 | 26,94 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2.792 | 0,40 | 220 | 2,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201.948 | 0,31 | 15.879 | 2,81 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2.648 | 208 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.794 | 0,14 | 456 | 2,71 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 202.848 | 78,88 | 15.950 | 83,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 199 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.861 | 230 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137.099 | 22,81 | 11 | 25,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5.547 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | STAR Financial Bank | 6.801 | 121,10 | 535 | 127,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 153.411 | 4,29 | 12.057 | 6,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34.077 | 2.679 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 217 | 17 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.359 | 0,07 | 107 | 7,07 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4.621 | 4,17 | 363 | 6,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.714 | 31,18 | 683 | 35,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 974.046 | 2,03 | 76.589 | 4,57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 265 | 21 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39.709 | 5,99 | 3.122 | 8,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6.255 | 10,26 | 492 | 12,87 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 46 | 4 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13.438 | 100,09 | 1.057 | 105,05 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.774 | 297 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23.804 | 0,78 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 690 | 54 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56.462 | 5,67 | 4.440 | 8,29 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1.126 | 89 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4.549 | 4,02 | 358 | 6,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.037 | 0,29 | 82 | 2,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 872.484 | 0,91 | 68.603 | 3,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 40.070 | 3,48 | 3.151 | 6,06 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11.322 | 13,87 | 891 | 16,80 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43.782 | 0,43 | 3.443 | 2,93 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 150 | 2,76 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14.660 | 1,47 | 1.153 | 3,97 |
