Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund inkluderar Integrity Advisory Solutions, LLC, Pursuit Wealth Management LLC, Betterment LLC, Stratos Wealth Advisors, LLC, Fifth Third Bancorp, MGB Wealth Management, LLC, Stonebridge Financial Group, LLC / MO, TBH Global Asset Management, LLC, BAM Wealth Management, LLC, Financial Partners Group, Inc, Change Path, LLC, Mercer Global Advisors Inc /adv, Colonial Trust Co / SC, Bank Of Montreal /can/, och Lifetime Wealth Management P.C. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 8 510 | 1,25 | 825 | 2,23 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 60 864 | 40,47 | 5 903 | 41,74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 18 615 | 75,78 | 1 805 | 77,48 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 87 736 | 31,53 | 8 509 | 32,71 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 57 512 | 2,93 | 5 528 | 2,92 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 580 | 2 536,36 | 57 | 2 700,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3 751 | 9,52 | 364 | 10,33 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 538 | 52 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 700 | 115,38 | 68 | 116,13 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3 123 | 19,61 | 303 | 20,80 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 660 | 96,56 | 743 | 98,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 394 547 | 34,52 | 38 263 | 35,73 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 97 707 | 9 476 | ||||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 40 525 | 0,03 | 3 930 | 0,92 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5 923 | 56,03 | 569 | 65,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6 776 | 4,54 | 657 | 5,46 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 9 217 | 13,64 | 894 | 14,63 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 2 248 | −1,32 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10 735 | 1 041 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 25 | 2 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 92 515 | 20,51 | 8 972 | 21,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 187 | 146,78 | 114 | 165,12 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 12 570 | 1 219 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20 131 | 13,68 | 1 952 | 14,69 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 9 674 | 249,24 | 956 | 245,13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 194 | 19 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 67 700 | 6 566 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 27 078 | 4,46 | 2 626 | 5,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6 077 | 589 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 44 | 69,23 | 4 | 100,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 694 | 261 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 610 | 253 | ||||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 7 753 | 3,07 | 752 | 4,02 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3 840 | 372 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 825 | 85,81 | 77 | 80,95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 185 425 | 16,55 | 17 983 | 17,60 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4 733 | 459 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 159 243 | 3,46 | 15 442 | 4,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 17 199 | 26,33 | 1 668 | 27,45 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 544 962 | 24,17 | 52 850 | 25,28 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 443 572 | 21,97 | 43 018 | 23,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 360 284 | 14,92 | 131 920 | 15,96 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5 234 | 16,57 | 511 | 17,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 289 684 | 13,60 | 28 094 | 14,62 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 3 468 | 336 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 3 045 | 7,79 | 295 | 8,86 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 2 560 | 0,39 | 248 | 1,22 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 17 972 | 105,30 | 1 743 | 107,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 644 | 10,09 | 62 | 10,71 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 35 891 | 152,38 | 3 484 | 154,98 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2 932 | 284 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 21 809 | 99,99 | 2 115 | 101,81 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2 642 | 256 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 465 | 2 664 | ||||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 24 013 | 2 308 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 987 | 387 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 53 085 | 17,87 | 5 | 25,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3 946 | 18,11 | 383 | 19,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37 326 | 80,84 | 3 620 | 82,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 146 944 | 2,70 | 14 252 | 3,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6 766 | 656 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 49 509 | 3,71 | 4 801 | 4,64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12 711 | 1 233 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15 019 | 1 457 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 122 | 1,14 | 206 | 1,99 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 244 266 | 21,22 | 23 689 | 22,30 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 72 917 | 301,48 | 7 071 | 305,21 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 20 549 | 41,77 | 1 993 | 43,00 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 23 128 | 1,30 | 2 243 | 2,19 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 19 637 | 2,31 | 1 904 | 3,25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 174 614 | 107,24 | 16 934 | 109,11 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 91 307 | 11,56 | 9 | 14,29 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 31 | 497 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6 147 | 596 | ||||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 5 495 | 52,01 | 533 | 53,31 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2 368 | 230 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 8 226 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 51 188 | 73,38 | 4 842 | 70,67 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 11 694 | 36,56 | 1 134 | 37,79 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 2 411 | 234 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 4 614 | 39,10 | 447 | 40,57 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3 343 | 5,32 | 324 | 6,23 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5 050 | 485 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 196 613 | 858,20 | 19 068 | 866,89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 102 487 | 10,04 | 9 939 | 11,03 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 185 | 825,00 | 18 | 1 600,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11 665 | 1 131 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 171 140 | 4,38 | 16 597 | 5,32 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 77 173 | 3,67 | 7 484 | 4,60 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 128 | 12 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 080 | 202 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11 492 | 4,65 | 1 114 | 5,59 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 13 888 | 41,89 | 1 347 | 43,19 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 2 275 | 3,41 | 221 | 4,27 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 196 | 18 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 99 281 | 0,65 | 9 543 | 6,65 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 19 069 | 62,90 | 1 849 | 64,36 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2 420 | 235 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 091 | 4,44 | 397 | 5,32 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 192 | 19 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 702 | 22,46 | 2 493 | 23,55 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8 379 | 813 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2 188 | 212 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 425 | 184,29 | 0 |
