Grundläggande statistik
| Institutionella ägare | 108 total, 108 long only, 0 short only, 0 long/short - change of −3,57% MRQ |
| Genomsnittlig portföljallokering | 0.5457 % - change of 192,79% MRQ |
| Institutionella aktier (lång) | 4 152 844 (ex 13D/G) - change of −0,12MM shares −6,09% MRQ |
| Institutionellt värde (lång) | $ 321 032 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (MX:FYC) har 108 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 4,152,844 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, First Trust Advisors Lp, DALI - First Trust Dorsey Wright DALI 1 ETF, Bank Of America Corp /de/, Cetera Investment Advisers, Eclectic Associates Inc /adv, Richmond Investment Services, LLC, and Royal Bank Of Canada .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (BMV:FYC) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 135 | 0,00 | 11 | 11,11 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 129 114 | −0,22 | 10 275 | 15,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 091 | 26,30 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 250 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 98 | −50,00 | 8 | −53,33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 790 | −66,59 | 142 | −61,41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 248 | 0,00 | 258 | 15,70 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 14 062 | −2,99 | 1 119 | 12,24 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 65 | 0,00 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 271 | 0,00 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 597 | −77,10 | 684 | −73,52 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2 583 | 206 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19 476 | 1 550 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 74 287 | −2,01 | 5 912 | 13,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36 606 | 6,08 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 737 | −8,86 | 218 | 5,34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 286 | 262 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-05-15 | 13F | Fischer Investment Strategies, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 662 | −72,80 | 451 | −68,58 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 214 | 10,75 | 335 | 28,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 622 | −3,18 | 1 562 | 11,98 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 786 | −3,26 | 460 | 11,92 | ||||
| 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 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 95 441 | −2,06 | 7 595 | 13,29 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 084 | 0,00 | 86 | 16,22 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 71 129 | 0,04 | 5 660 | 14,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 766 | −23,02 | 379 | −10,82 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 3 046 | −9,59 | 242 | 4,76 | ||||
| 2025-04-23 | 13F | Wealth Effects Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 700 | 0,00 | 374 | 15,79 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 7 076 | −1,39 | 563 | 14,20 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 37 449 | −2,44 | 2 980 | 12,84 | ||||
| 2025-05-13 | 13F | HighTower Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 26 188 | −10,38 | 2 084 | 3,68 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 3 600 | −1,53 | 286 | 13,94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 104 | 484,65 | 406 | 576,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 646 | −51,52 | 1 882 | −43,93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 349 | −11,26 | 267 | 2,70 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 826 | 0,00 | 225 | 15,46 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 590 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 030 | 8,19 | 321 | 25,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 313 942 | −15,12 | 24 983 | −1,82 | ||||
| 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 | Private Trust Co Na | 2 244 | 20,65 | 179 | 40,16 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 924 | −3,14 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21 947 | 6,24 | 1 747 | 22,87 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 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 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 991 | −85,92 | 238 | −83,71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 202 | −22,03 | 334 | −9,73 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 15 753 | −4,54 | 1 254 | 9,91 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 211 | 0,00 | 17 | 14,29 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16 496 | −3,91 | 1 313 | 11,09 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 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 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 061 | −14,39 | 642 | −0,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 711 | −6,79 | 1 250 | 7,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 481 | −15,76 | 38 | −13,64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 477 715 | −1,13 | 38 017 | 14,36 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 532 | −33,79 | 201 | −23,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 | −73,17 | 2 | −80,00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 92 | 7 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 466 | −74,18 | 37 | −70,16 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 54 448 | −7,64 | 4 333 | 6,83 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 990 | −9,01 | 318 | 5,32 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20 463 | 0,92 | 1 632 | 16,74 | ||||
| 2025-05-15 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 917 | 0,00 | 312 | 15,61 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 92 | 0,00 | 7 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 61 512 | −23,68 | 4 895 | −11,72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 235 | −0,96 | 7 897 | 14,57 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 89 808 | −6,62 | 7 147 | 7,99 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 598 | −16,83 | 48 | −4,08 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 624 | 0,00 | 615 | 25,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 818 | 68 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 037 | 0,00 | 83 | 15,49 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 523 | −11,21 | 280 | 2,56 | ||||
| 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 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7 854 | −0,41 | 625 | 15,31 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58 012 | 8,88 | 4 617 | 25,95 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 143 687 | 5,76 | 11 434 | 22,33 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3 270 | 0,00 | 260 | 16,07 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9 464 | 1 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 131 | 4,15 | 647 | 20,48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 931 | −12,21 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 193 | 33,83 | 334 | 54,88 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66 248 | −50,71 | 5 272 | −42,99 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 645 | −12,21 | 211 | 1,45 | ||||
| 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 |
Other Listings
| US:FYC | 88,95 US$ |
