Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund inkluderar Beacon Harbor Wealth Advisors, Inc., WCG Wealth Advisors LLC, Milestones Private Investment Advisors LLC, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Financial Management Professionals, Inc., Cyndeo Wealth Partners, LLC, Daymark Wealth Partners, Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Element Wealth, LLC, Renaissance Technologies Llc, Blue Capital, Inc., Marshall Wace, Llp, Ergawealth Advisors, Inc., Garden State Investment Advisory Services LLC, Lee Johnson Capital Management, Llc, Global View Capital Management LLC, Perennial Investment Advisors, LLC, och Motco .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 111 | 217 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 25 800 | 1 093 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 395 | 7,90 | 271 | 11,52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 111 | 5 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 708 | 120,42 | 835 | 128,14 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 127 120 | 5 387 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 14 374 | 609 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 149 | 11,17 | 176 | 14,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 266 865 | 81,56 | 11 309 | 87,61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 223 276 | 118,81 | 9 | 125,00 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 15 126 | 46,36 | 620 | 56,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 776 920 | 17,62 | 32 926 | 21,54 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 200 | 8 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9 697 | 40,39 | 411 | 45,23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 161 458 | 615,78 | 6 843 | 639,68 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27 376 | 36,62 | 1 160 | 41,29 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 038 | 7,71 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 541 082 | 16,20 | 22 931 | 20,09 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 15 200 | 5,64 | 644 | 9,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141 357 | 69,24 | 5 991 | 74,89 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 121 | 16,99 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 833 | 276,92 | 35 | 288,89 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 367 638 | 15 580 | ||||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 31 427 | 1,68 | 1 331 | 6,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 471 | 20 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 53 564 | 2 380,96 | 2 270 | 2 479,55 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 294 682 | 25,60 | 12 489 | 29,80 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 154 934 | 10,25 | 6 566 | 13,93 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 30 525 | 5,12 | 1 294 | 8,66 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 97 451 | 124,52 | 4 130 | 131,97 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 7 120 | 39,88 | 302 | 44,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 101 390 | 215,43 | 4 297 | 225,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 510 992 | 86,45 | 21 656 | 92,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 487 | 21,28 | 572 | 25,22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135 018 | 37,58 | 6 | 25,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 303 608 | 301,04 | 12 867 | 314,50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 443 | 58,74 | 824 | 63,94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 095 | 63,12 | 510 | 69,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 778 | 97,02 | 118 | 105,26 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 263 189 | 11 154 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 270 054 | 413,38 | 11 445 | 430,55 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 124 172 | 7,59 | 5 262 | 11,18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 119 | 3,40 | 683 | 6,89 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7 421 | 315 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 24 201 | 6,53 | 1 026 | 10,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127 120 | 46,96 | 5 388 | 51,90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 620 797 | 20,00 | 68 689 | 24,01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 824 969 | 86,01 | 34 962 | 92,23 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 33 154 | 1 405 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41 939 | 4,59 | 1 777 | 8,09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 268 | 2,39 | 944 | 5,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 586 | 533 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 589 604 | 49,30 | 67 367 | 54,29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 306 | 0,47 | 225 | 3,70 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 12 108 | 513 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 470 272 | 1,42 | 19 930 | 4,81 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 446 | 104 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 129 | 0,10 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 29 686 | 192,53 | 1 258 | 202,40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 448 | 231 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 13 262 | 4,92 | 562 | 8,49 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 233 | 95 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 31 196 | 8,81 | 1 322 | 12,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 71 218 | 724,66 | 3 | |||||
| 2025-08-01 | 13F | Motco | 5 000 | 222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 667 | 8,27 | 155 | 12,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 206 | 20,00 | 51 | 24,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 223 | 44,15 | 1 620 | 48,94 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 112 100 | 4 751 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 81 005 | 3 433 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 417 | 230 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 14 696 | 0,29 | 623 | 3,67 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 108 238 | 2,11 | 4 587 | 5,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 17 156 | 727 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 20 957 | 1,46 | 888 | 4,84 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 542 | 0,47 | 108 | 3,88 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 248 | 108,00 | 53 | 136,36 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19 720 | 836 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24 674 | 47,24 | 1 046 | 52,11 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 8 766 | 372 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 359 | 4,68 | 397 | 8,20 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 346 | 15 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43 440 | 16,54 | 1 841 | 20,42 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 52 422 | 6,10 | 2 222 | 110 950,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25 350 | 155,03 | 1 074 | 163,88 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 34 356 | 1 456 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 164 098 | 24,18 | 6 954 | 28,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25 557 | 1 125 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 537 | 4,99 | 65 | 8,33 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 79 575 | 8,21 | 3 372 | 11,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 364 | 15 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 15 471 | 656 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 21 800 | 924 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 340 578 | 413,10 | 14 | 600,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 60 | 3 | ||||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 8 296 | 352 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 52 322 | 92,17 | 2 217 | 98,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59 175 | 39,74 | 2 508 | 44,41 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8 897 | 0,02 | 377 | 3,57 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 21 953 | 930 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 574 | 14,31 | 448 | 18,21 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 100 169 | 5,12 | 4 245 | 8,65 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21 058 | 6,77 | 892 | 10,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 756 | 3,96 | 413 | 6,99 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 763 | 244 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11 875 | 503 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 4 435 | 188 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 147 893 | 6 268 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 60 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 328 906 | 40,72 | 13 939 | 45,43 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19 400 | 822 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 753 121 | 38,61 | 116 677 | 43,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 47 520 | 45,27 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 52 843 | 2 239 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 284 | 36,75 | 648 | 41,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 743 | 6,56 | 413 | 10,16 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 18 126 | 1,25 | 768 | 4,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19 829 | 840 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15 739 | 35,06 | 667 | 39,83 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 76 700 | 3 251 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 877 | 0,60 | 546 | 4,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 192 800 | 25,03 | 8 171 | 29,21 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 493 | 0,20 | 402 | 3,61 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 13 336 | 565 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 210 | 221 |
