Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund, omfatter Summit Wealth Group Llc / Co, ORG Partners LLC, Twin Peaks Wealth Advisors, LLC, Strategic Wealth Partners, Ltd., RMG Wealth Management LLC, Crews Bank & Trust, Harbor Asset Planning, Inc., Mpwm Advisory Solutions, Llc, og New Millennium 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13.473 | 433,58 | 1.397 | 434,87 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33.715 | 6,63 | 3.496 | 6,72 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3.273 | 9,87 | 339 | 10,06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 401 | 17,94 | 42 | 17,14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7.088 | 0,04 | 735 | 0,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41.658 | 323,74 | 4.319 | 324,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 601 | 49,88 | 62 | 51,22 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 353 | 37 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6.358 | 0,02 | 659 | 0,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30.990 | 570,78 | 3.213 | 572,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16.944 | 81,74 | 1.757 | 83,30 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 526 | 62,85 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32.877 | 7,21 | 3.409 | 7,30 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 802 | 0,12 | 83 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.438 | 150 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 943 | 396,32 | 98 | 410,53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.865 | 55,42 | 193 | 55,65 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3.979 | 9,31 | 413 | 9,28 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.245 | 0,18 | 233 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 839 | 1,08 | 87 | 1,18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 40 | 11,11 | 4 | 33,33 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 677 | 68 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13.479 | 10.268,46 | 0 | -100,00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1.648 | 171 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5.675 | 0,05 | 588 | 0,17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2.417 | 251 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 151.419 | 15.699 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47.006 | 4,24 | 5 | 0,00 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2.833 | 0,04 | 294 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6.724 | 6,66 | 697 | 6,74 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1.757 | 182 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 846 | 1.822,73 | 87 | 2.075,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3.660 | 0,03 | 379 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5.247 | 3,35 | 544 | 3,62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.204 | 59,12 | 434 | 59,56 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | 6 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.230 | 16,27 | 439 | 16,49 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9.286 | 0,69 | 963 | 0,73 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124.184 | 109,52 | 12.875 | 109,69 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 828 | 3,24 | 86 | 3,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32.875 | 44,52 | 3.408 | 44,65 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3.260 | 0,06 | 338 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.723 | 9,93 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4.949 | 0,02 | 513 | 0,20 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 121 | 163,04 | 13 | 200,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3.897 | 64,29 | 404 | 64,90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14.191 | 8,48 | 1.471 | 8,56 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.111 | 114 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.960 | 15,57 | 203 | 21,56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 16 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 934 | 97 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6.309 | 2,80 | 654 | 2,99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3.290 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9.069 | 129,48 | 940 | 129,83 |
