Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund, omfatter Milestones Private Investment Advisors LLC, Grimes & Company, Inc., Park Avenue Securities Llc, Tableaux Llc, og Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4.737 | 300 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 22.562 | 1.428 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 123 | 0,82 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0,78 | 16 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.255 | 0,72 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60 | 4 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 49.598 | 3.139 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3.665 | 0,08 | 232 | -3,35 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13.120 | 830 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 51.809 | 43,88 | 3.278 | 39,37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 68.781 | 10,30 | 4.352 | 6,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.929 | 4,21 | 565 | 1,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44.038 | 12,76 | 2.787 | 9,21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 57.284 | 1,56 | 3.625 | -1,66 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 218 | 0,46 | 14 | -7,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 68.709 | 121,30 | 4 | 100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.031 | 0,05 | 129 | -3,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.679 | 86,76 | 929 | 80,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.269 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11.616 | 72,11 | 735 | 67,05 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2.634 | 222 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 160 | 1,27 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.844 | 5,19 | 117 | 1,75 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1.895 | 0,16 | 120 | -3,25 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 95 | 6 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40.960 | 23,31 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.315 | 2,94 | 969 | -0,31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17.406 | 0,75 | 1.101 | -2,39 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27.089 | 0,71 | 1.714 | -2,45 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.980 | 0,88 | 189 | -2,59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 197.464 | 12.496 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 35.746 | 217,01 | 2.262 | 207,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.592 | 12,86 | 1.873 | 9,28 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.690 | 200,00 | 234 | 191,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20.998 | 86,30 | 1 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5.408 | 51,44 | 342 | 46,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 347 | 132,89 | 22 | 133,33 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 150 | 10 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7.010 | 12,90 | 444 | 9,38 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64.243 | 19,15 | 4.065 | 15,42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 240 | 0,84 | 15 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5.920 | 6,51 | 375 | 3,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.157 | 0,09 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4.198 | 0,07 | 266 | -3,28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7.903 | 0,83 | 500 | -2,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6.725 | 426 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 5.137 | 325 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 26.438 | 14,83 | 1.673 | 11,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | 1.150,00 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 559.568 | 64,82 | 35.410 | 59,63 |
