Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund inkluderar Independent Financial Group, Llc, Tsfg, Llc, Viawealth, Llc, Capital Square, LLC, Global View Capital Management LLC, Beto Financial Group, Llc, Morey & Quinn Wealth Partners, LLC, Carter Financial Group, INC., Savant Capital, LLC, Franklin Resources Inc, GAMMA Investing LLC, Main Street Group, LTD, Motiv8 Investments LLC, och SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 306 935 | 59,98 | 23 392 | 88,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2 691 | 205 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 11 404 | 1 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2 848 | 217 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 451 985 | 31,93 | 34 446 | 55,11 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 385 160 | 277,55 | 29 353 | 343,94 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6 585 | 0,46 | 502 | 18,16 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 76 220 | 5 809 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2 668 | 203 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 57 591 | 1,51 | 3 733 | 124 333,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 648 | 49 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | 15 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1 430 | 21,29 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26 285 | 0,52 | 2 003 | 18,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 33 208 | 15,23 | 2 531 | 35,44 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2 978 | 227 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 14 566 | 1 171 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 208 | 0,48 | 16 | 15,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 859 | 42,95 | 218 | 68,22 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 91 310 | 6 959 | ||||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 20 759 | 1 582 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 353 | 0,24 | 256 | 18,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 261 884 | 48,75 | 19 958 | 74,89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 39 110 | 124,85 | 2 981 | 164,42 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 614 | 12,24 | 357 | 20,61 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 13 272 | 0,33 | 1 011 | 17,97 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 42 515 | 34,90 | 3 240 | 58,59 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10 433 | 3,96 | 808 | 24,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 949 | 1 215 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28 899 | 2 202 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 750 | 57 | ||||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 2 965 | 226 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7 285 | 58,34 | 555 | 86,24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 3 077 | 247 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 2 732 | 208 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 107 | 8 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 94 909 | 13,98 | 7 234 | 33,99 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 3 234 | 246 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 80 | 0 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 54 059 | 4 120 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 31 051 | 208,78 | 2 366 | 263,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 133 094 | 140,92 | 10 143 | 183,24 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 4 196 | 320 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4 716 | 1,53 | 359 | 19,27 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4 819 | 26,88 | 367 | 49,19 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 100 311 | 183,04 | 8 | 250,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 200 | 15 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 3 341 | 267 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 11 013 | 72,43 | 812 | 96,37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 70 138 | 26,97 | 5 345 | 49,30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 57 511 | 37,15 | 4 382 | 61,22 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 782 | 0,13 | 51 | 4,17 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 31 | 2 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 167 | 5,99 | 1 156 | 24,60 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 7 | 0 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 75 550 | 63,89 | 5 758 | 92,67 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 144 | 0,70 | 11 | 11,11 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 92 910 | 6 870 | ||||||
| 2026-05-12 | 13F | Creative Planning | 8 810 | 0,24 | 671 | 17,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 78 814 | 18,15 | 6 006 | 38,90 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 101 | 8 | ||||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 3 100 | 236 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 271 | 21 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 12 667 | 965 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 324 | 0,62 | 25 | 20,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5 620 | 416 |
