Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund, omfatter Jane Street Group, Llc, Certified Advisory Corp, Proactive Wealth Strategies LLC, Creative Planning, Twin Peaks Wealth Advisors, LLC, og Family Legacy Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21.947 | 6,24 | 1.747 | 22,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6.355 | 7,26 | 506 | 22,87 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.532 | 202 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.521 | 678 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27.091 | 26,30 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 11.114 | 48,31 | 884 | 71,65 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 254.884 | 2,84 | 20.284 | 18,95 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10.245 | 13,52 | 815 | 31,45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7.376 | 587 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2.583 | 206 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19.476 | 1.550 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 92 | 7 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36.606 | 6,08 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3.286 | 262 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20.463 | 0,92 | 1.632 | 16,74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 23.000 | 1.830 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.081 | 17,83 | 3.110 | 36,28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 191.383 | 23,53 | 15.230 | 42,88 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4.581 | 4,57 | 313 | -3,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 17.133 | 208,04 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17.133 | 208,04 | 1.363 | 256,81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 246.143 | 92,76 | 19.588 | 122,97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.956 | 54,66 | 1.031 | 78,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.214 | 10,75 | 335 | 28,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18.804 | 61,41 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 5.179 | 29,64 | 412 | 50,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 90.998 | 4,31 | 7.242 | 20,66 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 71.129 | 0,04 | 5.660 | 14,37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8.163 | 2,33 | 650 | 18,43 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7.352 | 4,88 | 585 | 21,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 818 | 68 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 10.203 | 2,03 | 812 | 17,88 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 254.884 | 2,84 | 20.284 | 18,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58.012 | 8,88 | 4.617 | 25,95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.104 | 484,65 | 406 | 576,67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 143.687 | 5,76 | 11.434 | 22,33 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9.464 | 1 | ||||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 7.878 | 7,73 | 627 | 24,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10.710 | 110,08 | 847 | 138,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671.362 | 13,40 | 53.427 | 31,17 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8.131 | 4,15 | 647 | 20,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4.030 | 8,19 | 321 | 25,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.848 | 147 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 136.207 | 103,76 | 10.840 | 135,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.193 | 33,83 | 334 | 54,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.244 | 20,65 | 179 | 40,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 484 | 3,64 | 39 | 18,75 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 28.100 | 2.236 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131.813 | 0,89 | 10.490 | 16,71 |
