Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund inkluderar Balboa Wealth Partners, Wiley Bros.-aintree Capital, Llc, Richmond Investment Services, LLC, SILVER OAK SECURITIES, Inc, Twin Peaks Wealth Advisors, LLC, Motco, och Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 710 | 0,41 | 264 | 6,45 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 9 270 | 7,37 | 520 | 13,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 039 | 0,15 | 787 | 6,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 872 | 7,94 | 666 | 14,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 680 | 206 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 583 | 201 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19 211 | 6,53 | 1 077 | 12,67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 126 | 0,80 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 694 | 10,33 | 1 048 | 16,59 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 624 | 203 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 125 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 742 | 0,13 | 42 | 5,13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 351 062 | 0,20 | 20 021 | 7,83 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 19 283 | 5,21 | 1 081 | 11,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 543 | 279,72 | 30 | 328,57 | ||||
| 2025-08-01 | 13F | Motco | 1 100 | 63 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 18 146 | 11,66 | 1 017 | 18,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 483 | 3,63 | 139 | 10,32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 858 | 15,53 | 272 | 22,52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 093 | 5,49 | 1 295 | 11,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 160 373 | 2,57 | 8 991 | 8,50 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 700 | 207 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 453 | 12,32 | 474 | 18,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 910 | 219 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21 266 | 0,43 | 1 192 | 6,24 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 162 813 | 9 127 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 995 | 56 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 242 517 | 3,28 | 14 | 8,33 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 420 | 24 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5 773 | 6,65 | 324 | 12,94 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 3 672 | 206 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 873 | 17,80 | 553 | 22,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 328 983 | 2,84 | 18 441 | 8,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 387 950 | 5,15 | 21 748 | 11,22 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 570 | 0,06 | 372 | 11,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 503 | 9,57 | 372 | 18,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 990 | 1,65 | 1 009 | 7,58 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 103 405 | 3,07 | 5 480 | 0,92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 858 | 50,82 | 272 | 60,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 877 | 1,40 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 590 | 0,03 | 538 | 5,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 211 051 | 30,72 | 11 832 | 38,28 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 61 539 | 8,85 | 3 450 | 15,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 533 | 3,73 | 478 | 9,89 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12 323 | 7,87 | 691 | 14,05 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 121 | 65 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 33 214 | 1,68 | 1 862 | 7,51 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 319 | 3,87 | 242 | 10,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7 468 | 0,13 | 419 | 5,82 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 4 516 | 3,67 | 253 | 10,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19 733 | 5,22 | 1 106 | 11,38 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 22 623 | 2,09 | 1 280 | 17,99 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 566 | 0,26 | 88 | 6,10 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5 879 | 0,34 | 330 | 6,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10 750 | 11,99 | 603 | 18,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 296 337 | 121,03 | 17 | 128,57 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 830 | 0,24 | 47 | 6,98 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 143 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 40 773 | 0,29 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 40 261 | 83,45 | 2 257 | 94,07 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 89 664 | 3,39 | 5 027 | 9,36 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 32 630 | 0,22 | 1 829 | 6,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 322 169 | 6,18 | 130 181 | 12,32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32 371 | 3,63 | 1 815 | 9,61 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 372 412 | 63,96 | 20 877 | 73,44 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 94 188 | 3,52 | 5 280 | 9,50 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 714 | 96 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 26 001 | 0,07 | 1 458 | 5,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 745 | 10,98 | 1 599 | 17,40 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 116 260 | 11,29 | 6 518 | 17,72 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 11 556 | 1,28 | 648 | 7,12 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 12 713 | 3,31 | 713 | 9,20 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 13 952 | 46,54 | 782 | 55,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 141 | 8 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 390 | 31,13 | 78 | 37,50 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 29 013 | 7,52 | 1 626 | 13,71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40 088 | 114,27 | 2 249 | 126,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 91 489 | 4,58 | 5 | 25,00 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 95 578 | 0,40 | 5 358 | 6,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 044 135 | 6,63 | 58 534 | 12,79 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 43 387 | 66,86 | 2 432 | 72,85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12 529 | 14,52 | 702 | 21,24 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 835 | 213 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64 599 | 8,15 | 3 621 | 14,41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22 581 | 8,36 | 1 266 | 14,58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 108 730 | 117,46 | 6 095 | 130,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 83 400 | 4 675 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 197 351 | 53,97 | 11 071 | 62,90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 53 845 | 98,74 | 3 019 | 110,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 391 953 | 7,36 | 21 973 | 13,56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 24 | −4,17 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4 058 | 227 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3 908 | 219 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4 200 | 20,00 | 235 | 27,03 |
