Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund, omfatter Daymark Wealth Partners, Llc, Element Wealth, LLC, Rsm Us Wealth Management Llc, Motco, SILVER OAK SECURITIES, Inc, Trust Co Of Toledo Na /oh/, Twin Peaks Wealth Advisors, LLC, Mpwm Advisory Solutions, Llc, og Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 492 | 34,43 | 37 | 33,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41.209 | 319,22 | 3.059 | 347,08 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 425 | 0,24 | 32 | 6,90 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 291 | 22 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 20.226 | 1.501 | ||||||
| 2025-08-01 | 13F | Motco | 900 | 69 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15.111 | 71.857,14 | 1.122 | 112.000,00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4.553 | 0,04 | 338 | 6,65 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1.091 | 83 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7.596 | 794,70 | 1 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 446 | 33 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.036 | 0,04 | 374 | 6,57 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 398 | 30 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19.531 | 1.450 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.009 | 223 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5.096 | 4,62 | 378 | 11,50 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5.107 | 5,60 | 379 | 12,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 315.712 | 4,58 | 23.432 | 11,46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 33.978 | 2.522 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 30.926 | 1,02 | 2.295 | 114.650,00 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15.119 | 0,73 | 1.122 | 7,37 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7.960 | 1,27 | 591 | 7,86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9.385 | 0,12 | 697 | 6,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 39 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 18.763 | 5,99 | 1.307 | -1,36 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 780 | 58 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 9.427 | 2,80 | 1 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33.688 | 4,61 | 2.500 | 11,51 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 100.381 | 3,65 | 7.450 | 10,47 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 46.309 | 8,89 | 3.437 | 16,08 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 42.364 | 334,06 | 3.144 | 363,03 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9.760 | 9,26 | 724 | 16,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.725 | 69,15 | 202 | 80,36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 174.212 | 2,80 | 12.930 | 9,56 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 3.888 | 0,41 | 289 | 7,06 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 17.703 | 1,68 | 1.340 | 16,43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 835 | 62 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.130 | 232 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2.796 | 207 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.002 | 15,30 | 74 | 23,33 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 30.180 | 85,62 | 2.240 | 97,79 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 24.984 | 2,84 | 1.854 | 9,64 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14.007 | 208,80 | 1.042 | 230,48 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 867 | 64 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.182 | 35,78 | 162 | 45,05 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 9.634 | 2,20 | 715 | 8,99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 583 | 0,17 | 43 | 7,50 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10.524 | 28,92 | 781 | 37,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.755 | 5,75 | 501 | 12,84 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 87.760 | 4,03 | 6.513 | 10,86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 116.487 | 44,83 | 8.646 | 54,35 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 182.305 | 2,35 | 13.531 | 9,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10.444 | 19,88 | 774 | 28,15 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 4.302 | 9,86 | 319 | 17,28 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 65.259 | 1,28 | 4.844 | 7,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 47.725 | 5,13 | 3.542 | 12,05 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 4.322 | 0,02 | 321 | 6,67 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 45.844 | 80,02 | 3.403 | 91,88 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 4.683 | 0,09 | 348 | 6,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7.916 | 3,48 | 588 | 2,62 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 21 | 2 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26.800 | 8,06 | 1.989 | 15,17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 289 | 92,67 | 22 | 120,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52.454 | 18,93 | 3.893 | 26,77 |
