Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund, omfatter Balboa Wealth Partners, Wiley Bros.-aintree Capital, Llc, Richmond Investment Services, LLC, SILVER OAK SECURITIES, Inc, Twin Peaks Wealth Advisors, LLC, Motco, og Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4.710 | 0,41 | 264 | 6,45 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 9.270 | 7,37 | 520 | 13,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.039 | 0,15 | 787 | 6,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11.872 | 7,94 | 666 | 14,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.680 | 206 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3.583 | 201 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19.211 | 6,53 | 1.077 | 12,67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 126 | 0,80 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18.694 | 10,33 | 1.048 | 16,59 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.624 | 203 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8.125 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 742 | 0,13 | 42 | 5,13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 351.062 | 0,20 | 20.021 | 7,83 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 19.283 | 5,21 | 1.081 | 11,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 543 | 279,72 | 30 | 328,57 | ||||
| 2025-08-01 | 13F | Motco | 1.100 | 63 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 18.146 | 11,66 | 1.017 | 18,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.483 | 3,63 | 139 | 10,32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.858 | 15,53 | 272 | 22,52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23.093 | 5,49 | 1.295 | 11,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 160.373 | 2,57 | 8.991 | 8,50 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3.700 | 207 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.453 | 12,32 | 474 | 18,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3.910 | 219 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21.266 | 0,43 | 1.192 | 6,24 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 162.813 | 9.127 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 995 | 56 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 242.517 | 3,28 | 14 | 8,33 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 420 | 24 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5.773 | 6,65 | 324 | 12,94 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 3.672 | 206 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9.873 | 17,80 | 553 | 22,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 328.983 | 2,84 | 18.441 | 8,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 387.950 | 5,15 | 21.748 | 11,22 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6.570 | 0,06 | 372 | 11,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.503 | 9,57 | 372 | 18,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17.990 | 1,65 | 1.009 | 7,58 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 103.405 | 3,07 | 5.480 | 0,92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.858 | 50,82 | 272 | 60,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7.877 | 1,40 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9.590 | 0,03 | 538 | 5,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 211.051 | 30,72 | 11.832 | 38,28 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 61.539 | 8,85 | 3.450 | 15,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8.533 | 3,73 | 478 | 9,89 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12.323 | 7,87 | 691 | 14,05 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.121 | 65 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 33.214 | 1,68 | 1.862 | 7,51 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.319 | 3,87 | 242 | 10,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7.468 | 0,13 | 419 | 5,82 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 4.516 | 3,67 | 253 | 10,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19.733 | 5,22 | 1.106 | 11,38 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 22.623 | 2,09 | 1.280 | 17,99 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1.566 | 0,26 | 88 | 6,10 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5.879 | 0,34 | 330 | 6,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10.750 | 11,99 | 603 | 18,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 296.337 | 121,03 | 17 | 128,57 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 830 | 0,24 | 47 | 6,98 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 143 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 40.773 | 0,29 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 40.261 | 83,45 | 2.257 | 94,07 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 89.664 | 3,39 | 5.027 | 9,36 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 32.630 | 0,22 | 1.829 | 6,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.322.169 | 6,18 | 130.181 | 12,32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32.371 | 3,63 | 1.815 | 9,61 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 372.412 | 63,96 | 20.877 | 73,44 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 94.188 | 3,52 | 5.280 | 9,50 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1.714 | 96 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 26.001 | 0,07 | 1.458 | 5,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28.745 | 10,98 | 1.599 | 17,40 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 116.260 | 11,29 | 6.518 | 17,72 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 11.556 | 1,28 | 648 | 7,12 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 12.713 | 3,31 | 713 | 9,20 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 13.952 | 46,54 | 782 | 55,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 141 | 8 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.390 | 31,13 | 78 | 37,50 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 29.013 | 7,52 | 1.626 | 13,71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40.088 | 114,27 | 2.249 | 126,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 91.489 | 4,58 | 5 | 25,00 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 95.578 | 0,40 | 5.358 | 6,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.044.135 | 6,63 | 58.534 | 12,79 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 43.387 | 66,86 | 2.432 | 72,85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12.529 | 14,52 | 702 | 21,24 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3.835 | 213 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64.599 | 8,15 | 3.621 | 14,41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22.581 | 8,36 | 1.266 | 14,58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 108.730 | 117,46 | 6.095 | 130,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 83.400 | 4.675 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 197.351 | 53,97 | 11.071 | 62,90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 53.845 | 98,74 | 3.019 | 110,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 391.953 | 7,36 | 21.973 | 13,56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 24 | -4,17 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4.058 | 227 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3.908 | 219 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4.200 | 20,00 | 235 | 27,03 |
