Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund inkluderar Biltmore Family Office, LLC, Hartland & Co., LLC, Dunhill Financial, LLC, Integrity Financial Corp /WA, Financial Advisory Service, Inc., och Mpwm Advisory Solutions, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | D.a. Davidson & Co. | 11 290 | 0,29 | 171 | −7,57 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 719 | 11 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 11 867 | 0,60 | 180 | −7,22 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 42 668 | 0,63 | 648 | −7,57 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 81 560 | 57,26 | 1 238 | 44,63 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 536 | 3,14 | 372 | −5,34 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 160 | 8,84 | 2 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 35 236 | 535 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 204 | 0,49 | 3 | 0,00 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 156 601 | 2 377 | ||||||
2025-08-13 | 13F | Quadrature Capital Ltd | 144 242 | 70,68 | 2 190 | 57,03 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 759 | 26,56 | 45 | 25,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 611 | 0,66 | 9 | −10,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 739 | 0,17 | 315 | −8,45 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 26 620 | 43,31 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 487 | 1 523,33 | 7 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 763 | 27 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 589 | 252 | ||||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 18 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 47 953 | 10,72 | 728 | 1,68 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 16 839 | 40,06 | 256 | 28,79 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 79 | 1,28 | 1 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 4 862 | 0,08 | 0 | |||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 12 361 | 0,08 | 188 | −8,33 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 167 | 0,26 | 154 | −6,67 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 961 | 0,63 | 15 | −6,67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 7 614 | 39,04 | 116 | 29,21 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 466 | 91,38 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 42 983 | 1,15 | 652 | −7,12 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 651 200 | 543,48 | 9 885 | 491,56 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 3 226 | 49 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 12 217 | 185 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 092 | 0,47 | 153 | −7,27 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 392 | 2,74 | 203 | −5,58 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 381 | 6 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 180 | 18 | ||||||
2025-08-14 | 13F | UBS Group AG | 592 430 | 8,60 | 8 993 | −0,21 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 77 631 | 1 178 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 3 557 | 4,65 | 54 | −3,64 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 610 | 61,01 | 40 | 50,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |