Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund inkluderar World Equity Group, Inc., Traction Financial Partners, LLC, Mpwm Advisory Solutions, Llc, Thurston, Springer, Miller, Herd & Titak, Inc., Trust Co Of Toledo Na /oh/, Twin Peaks Wealth Advisors, LLC, och Flaharty Asset Management, LLC .
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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 85 219 | 10,75 | 2 080 | 18,19 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 21 940 | 100,42 | 539 | 115,20 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 39 731 | 4,62 | 976 | 12,33 | ||||
2025-08-04 | 13F | Assetmark, Inc | 214 673 | 19,55 | 5 272 | 28,46 | ||||
2025-08-04 | 13F | Atria Investments Llc | 92 004 | 26,49 | 2 260 | 35,92 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 374 921 | 32,81 | 9 208 | 42,69 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 40 288 | 4,06 | 1 | |||||
2025-08-14 | 13F | Comerica Bank | 28 169 | 1,54 | 692 | 8,99 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 059 | 51 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 58 254 | 7,75 | 1 | 0,00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 670 | 0,12 | 41 | 10,81 | ||||
2025-07-25 | 13F | Cwm, Llc | 115 325 | 147,22 | 3 | 100,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 49 288 | 4,11 | 1 211 | 11,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 422 559 | 117,13 | 10 | 150,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 35 031 | 0,58 | 860 | 7,50 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 716 | 140 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 054 665 | 2,85 | 25 903 | 10,50 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 155 | 4 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2 322 153 | 0,06 | 57 032 | 7,51 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 930 | 26,81 | 47 | 38,24 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 38 248 | 0,65 | 974 | 11,84 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 679 | 115 | ||||||
2025-07-15 | 13F | World Equity Group, Inc. | 40 410 | 992 | ||||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 242 | 2,16 | 251 | 9,61 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 59 360 | 5,16 | 1 458 | 17,22 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 7 272 | 1,91 | 179 | 13,38 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 40 522 | 17,95 | 995 | 26,75 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 514 | 61,93 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41 931 | 0,04 | 1 030 | 7,41 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 540 | 13 | ||||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 29 042 | 0,14 | 713 | 7,70 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 63 643 | 19,50 | 1 563 | 28,43 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 13 697 | 47,14 | 333 | 55,87 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 683 | 17 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 1 113 499 | 3,02 | 27 348 | 10,69 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 275 398 | 0,68 | 6 764 | 8,17 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 9 208 | 226 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 027 | 5,96 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 38 714 | 1 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 606 409 | 5,78 | 14 893 | 13,65 | ||||
2025-08-14 | 13F | Fmr Llc | 348 | 270,21 | 9 | 300,00 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 235 | 6 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 2 369 | 1,33 | 58 | 9,43 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 11 994 | 6,04 | 295 | 13,95 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 782 | 19 | ||||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 9 953 | 4,92 | 244 | 12,96 |