Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund inkluderar Grimes & Company, Inc., Park Avenue Securities Llc, Tableaux Llc, och Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 737 | 300 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 22 562 | 1 428 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 123 | 0,82 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0,78 | 16 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 255 | 0,72 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60 | 4 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 665 | 0,08 | 232 | −3,35 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 120 | 830 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 51 809 | 43,88 | 3 278 | 39,37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 68 781 | 10,30 | 4 352 | 6,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 929 | 4,21 | 565 | 1,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 038 | 12,76 | 2 787 | 9,21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 57 284 | 1,56 | 3 625 | −1,66 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 218 | 0,46 | 14 | −7,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 68 709 | 121,30 | 4 | 100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 031 | 0,05 | 129 | −3,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 679 | 86,76 | 929 | 80,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 269 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 616 | 72,11 | 735 | 67,05 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 634 | 222 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 160 | 1,27 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 844 | 5,19 | 117 | 1,75 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 895 | 0,16 | 120 | −3,25 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 95 | 6 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40 960 | 23,31 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 315 | 2,94 | 969 | −0,31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 406 | 0,75 | 1 101 | −2,39 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27 089 | 0,71 | 1 714 | −2,45 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 980 | 0,88 | 189 | −2,59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 197 464 | 12 496 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 35 746 | 217,01 | 2 262 | 207,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 592 | 12,86 | 1 873 | 9,28 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 690 | 200,00 | 234 | 191,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20 998 | 86,30 | 1 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5 408 | 51,44 | 342 | 46,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 347 | 132,89 | 22 | 133,33 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 150 | 10 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7 010 | 12,90 | 444 | 9,38 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64 243 | 19,15 | 4 065 | 15,42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 240 | 0,84 | 15 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 920 | 6,51 | 375 | 3,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 157 | 0,09 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 198 | 0,07 | 266 | −3,28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 903 | 0,83 | 500 | −2,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 725 | 426 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 137 | 325 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 26 438 | 14,83 | 1 673 | 11,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | 1 150,00 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 559 568 | 64,82 | 35 410 | 59,63 |
