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 Nilsine Partners, LLC, Ethos Financial Group, LLC, Element Wealth, LLC, Global View Capital Management LLC, CI Private Wealth, LLC, XTX Topco Ltd, Merkkuri Wealth Advisors LLC, Western Wealth Management, LLC, Mosley Wealth Management, och BlackRock, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Element Wealth, LLC | 44 718 | 1 004 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 35 366 | 0,34 | 582 | 0,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 604 478 | 41,07 | 36 037 | 92,39 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 107 345 | 5,28 | 2 411 | 43,54 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 241 040 | 600,13 | 10 191 | 1 697,18 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 7 559 | 0,37 | 170 | 36,29 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 649 026 | 3 541,92 | 14 577 | 4 875,09 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 34 154 | 3,09 | 767 | 40,73 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 564 138 | 39,02 | 12 671 | 89,59 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 154 367 | 3 467 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12 034 | 0,02 | 270 | 36,36 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 111 291 | 2 220,98 | 2 500 | 3 103,85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 009 | 23 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 60 | 1 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 29 596 | 665 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 640 | 306 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12 072 | 19,79 | 271 | 64,24 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 621 | 0,32 | 14 | 30,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 15 800 | 355 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 43 383 | 0,37 | 974 | 36,99 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13 872 | 312 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 9 991 | 224 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8 486 | 0,30 | 191 | 36,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 841 391 | 58,73 | 63 818 | 116,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 107 794 | 37,83 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 194 113 | 109,47 | 4 360 | 185,65 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 94 707 | 2 127 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 285 046 | 67,09 | 6 402 | 127,91 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 49 595 | 1 114 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 30 | 1 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 977 | 0,41 | 22 | 31,25 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 80 | 2 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 251 057 | 2 201,16 | 5 639 | 3 049,72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 563 276 | 46,64 | 12 651 | 99,98 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 30 862 | 693 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 518 | 0,33 | 34 | 41,67 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 26 463 | 594 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3 852 | 87 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 32 616 | 733 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 102 925 | 0,18 | 2 312 | 36,58 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 19 832 | 458,81 | 445 | 667,24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 48 486 | 20,94 | 1 089 | 64,85 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 600 | 10 | ||||||
| 2026-04-06 | 13F | CX Institutional | 441 | 0,23 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 206 | 88,04 | 72 | 157,14 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 11 217 | 252 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 19 955 | 448 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 59 354 | 228 184,62 | 1 333 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 46 018 | 1,86 | 1 034 | 38,84 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 640 121 | 69,44 | 14 377 | 131,07 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 44 704 | 974 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 325 290 | 131,24 | 7 306 | 215,46 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 64 682 | 1 453 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 29 058 | 14,94 | 674 | 61,78 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 209 | 5 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 38 107 | 2,15 | 856 | 39,25 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 | 0 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 45 104 | 949,17 | 1 013 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 660 279 | 14 830 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 350 990 | 300,66 | 8 | 600,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 110 027 | 105,73 | 2 471 | 180,80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2 618 | 0,08 | 59 | 34,88 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 939 896 | 20 198 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 89 713 | 148,33 | 2 015 | 239,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 11 211 | 264,23 | 255 | 410,00 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 58 397 | 1 312 | ||||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 28 487 | 640 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 51 123 | 5,53 | 1 148 | 44,04 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 145 | 4 733,33 | 3 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 375 | 8 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 429 176 | 14,70 | 32 099 | 56,42 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5 789 | 0,07 | 130 | 36,84 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 357 491 | 8 140 | ||||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 0 | 0 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 24 705 | 25 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 112 966 | 11,89 | 2 537 | 52,65 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 10 900 | 3,81 | 245 | 41,86 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 28 974 | 100,69 | 651 | 174,26 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 223 025 | 5 009 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4 625 | 104 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 64 674 | 78,15 | 1 453 | 143,22 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 29 937 777 | 672 402 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 101 | 2 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 28 426 | 4,25 | 1 | |||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2 377 | 0,38 | 53 | 35,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3 575 | 53,37 | 78 | 97,44 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14 802 | 4,44 | 332 | 42,49 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 39 542 | 888 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 6 309 | 0,25 | 142 | 36,89 |
