Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund, omfatter Foundations Investment Advisors, LLC, Belvedere Trading LLC, Pure Financial Advisors, Inc., LVZ Advisors, Inc., Smartleaf Asset Management LLC, Whittier Trust Co Of Nevada Inc, RMG Wealth Management LLC, Crews Bank & Trust, Trust Co Of Toledo Na /oh/, Harbor Asset Planning, Inc., Biltmore Family Office, LLC, Mpwm Advisory Solutions, Llc, FSC Wealth Advisors, LLC, Trust Co Of Vermont, Creative Capital Management Investments LLC, og EverSource 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 427 | 67 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19.777 | 327,70 | 3.112 | 409,33 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 133 | 21 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16.261 | 0,01 | 2.559 | 18,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1.750 | 4,60 | 275 | 24,43 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 1.747 | 273 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20.630 | 1,48 | 3.246 | 20,76 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 692 | 109 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.803 | 6,25 | 1.543 | 26,39 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 1.468 | 231 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2.277 | 358 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3.383 | 1,05 | 532 | 20,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 135.647 | 0,72 | 21 | 23,53 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 1.305 | 205 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 1.337 | 210 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 314 | 49 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.357 | 1,17 | 859 | 21,88 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 205 | 32 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9.937 | 5,69 | 1.564 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 89.050 | 5,98 | 14.013 | 26,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12.988 | 1,15 | 2.044 | 19,47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1.459 | 230 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97.898 | 6,68 | 15.405 | 26,93 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.431 | 0,95 | 874 | 20,05 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5.788 | 2,59 | 911 | 21,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25.212 | 5,74 | 3.967 | 25,82 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1.254 | 197 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 526 | 83 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 760 | 121 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70.515 | 2,09 | 11.096 | 21,48 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 6.786 | 1.063 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 186 | 29 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 561 | 252,83 | 88 | 319,05 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1.456 | 229 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 108.328 | 0,72 | 17.046 | 19,85 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 607 | 96 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 506 | 80 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1.336 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5.000 | 787 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45.632 | 7,10 | 7.181 | 27,44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8.952 | 14,58 | 1.409 | 36,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2.700 | 425 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 1.411 | 222 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1.399 | 220 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3.462 | 3,10 | 545 | 22,52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.388 | 12,93 | 542 | 36,62 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1.352 | 213 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1.688 | 2,30 | 266 | 21,56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.261 | 3,11 | 986 | 22,67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1.386 | 218 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8.180 | 6,40 | 1.287 | 26,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 900 | 140 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 7.557 | 141,44 | 1.189 | 187,89 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 105.740 | 3,59 | 16.639 | 23,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 80.631 | 10,48 | 12.688 | 31,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9.986 | 13,58 | 1.554 | 32,74 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6.979 | 11,13 | 1.098 | 32,29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 40 | 6 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.510 | 7,71 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | -25,00 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 865 | 136 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 720.754 | 2,53 | 113.416 | 21,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1.378 | 220 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 168.840 | 67,15 | 26.568 | 98,88 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1.629 | 256 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2.444 | 385 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2.400 | 378 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 438 | 69 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.002 | 55,83 | 149 | 74,12 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 1.500 | 236 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 135 | 21 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 118 | 19 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1.288 | 203 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14.885 | 9,26 | 2.342 | 30,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.584 | 7,94 | 407 | 14,37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 | 7 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 232 | 37 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 538.390 | 8,55 | 84.720 | 29,16 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.013 | 22,98 | 631 | 46,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 752 | 19,37 | 118 | 42,17 |
