Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund inkluderar Jane Street Group, Llc, Certified Advisory Corp, Proactive Wealth Strategies LLC, Creative Planning, Twin Peaks Wealth Advisors, LLC, och Family Legacy Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21 947 | 6,24 | 1 747 | 22,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 355 | 7,26 | 506 | 22,87 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 532 | 202 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 521 | 678 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 091 | 26,30 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 11 114 | 48,31 | 884 | 71,65 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 254 884 | 2,84 | 20 284 | 18,95 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10 245 | 13,52 | 815 | 31,45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 376 | 587 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2 583 | 206 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19 476 | 1 550 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 92 | 7 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36 606 | 6,08 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 286 | 262 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20 463 | 0,92 | 1 632 | 16,74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 23 000 | 1 830 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 081 | 17,83 | 3 110 | 36,28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 191 383 | 23,53 | 15 230 | 42,88 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 581 | 4,57 | 313 | −3,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 17 133 | 208,04 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17 133 | 208,04 | 1 363 | 256,81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 246 143 | 92,76 | 19 588 | 122,97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 956 | 54,66 | 1 031 | 78,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 214 | 10,75 | 335 | 28,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 804 | 61,41 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 179 | 29,64 | 412 | 50,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 90 998 | 4,31 | 7 242 | 20,66 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 71 129 | 0,04 | 5 660 | 14,37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8 163 | 2,33 | 650 | 18,43 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7 352 | 4,88 | 585 | 21,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 818 | 68 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 10 203 | 2,03 | 812 | 17,88 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF 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 | 254 884 | 2,84 | 20 284 | 18,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58 012 | 8,88 | 4 617 | 25,95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 104 | 484,65 | 406 | 576,67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 143 687 | 5,76 | 11 434 | 22,33 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9 464 | 1 | ||||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 7 878 | 7,73 | 627 | 24,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 710 | 110,08 | 847 | 138,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671 362 | 13,40 | 53 427 | 31,17 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 131 | 4,15 | 647 | 20,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 030 | 8,19 | 321 | 25,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 848 | 147 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 136 207 | 103,76 | 10 840 | 135,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 193 | 33,83 | 334 | 54,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 244 | 20,65 | 179 | 40,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 484 | 3,64 | 39 | 18,75 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 28 100 | 2 236 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131 813 | 0,89 | 10 490 | 16,71 |
