Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund, omfatter Wall Street Access Asset Management, LLC, Franklin Resources Inc, Western Wealth Management, LLC, Trask Adam Roland, og Motiv8 Investments 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Ameriprise Financial Inc | 25.837 | 0,51 | 1.654 | -5,86 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 504.577 | 18,04 | 32.303 | 10,54 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 283 | 18 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 580 | 0,17 | 40 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.212 | 288,46 | 78 | 266,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.098 | 10,76 | 262 | 3,97 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3.112 | 0,03 | 201 | -5,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6.169 | 6,56 | 386 | -2,53 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.886 | 148,16 | 121 | 135,29 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 175 | 16 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.266 | 145 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 755 | 48 | ||||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 30.014 | 12,99 | 1.917 | 5,56 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 3.419 | 1,82 | 219 | -4,80 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 1.450 | 72 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.961 | 0,16 | 446 | -6,32 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 35.331 | 7,61 | 2.262 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 19.034 | 6,43 | 1.219 | -0,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.332 | 508,22 | 85 | 507,14 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.294 | 147 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 9 | 0 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 | 1 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 25.931 | 33,76 | 1.660 | 25,28 | ||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 20.681 | 1.324 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.826 | 47,49 | 181 | 38,46 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.524 | 0,33 | 290 | -6,17 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10.355 | 171,78 | 663 | 154,62 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 48 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55.359 | 11,56 | 3.544 | 4,48 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 950 | 61 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.235 | 0,16 | 79 | -5,95 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 19.753 | 9.776,50 | 1.265 | 9.623,08 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 5.783 | 3,60 | 370 | -2,89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.789 | 755 | ||||||
| 2026-04-06 | 13F | CX Institutional | 8.963 | 550,91 | 1 |
