Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund inkluderar Concurrent Investment Advisors, LLC, Milestones Private Investment Advisors LLC, Maridea Wealth Management LLC, Warren Averett Asset Management, LLC, O'shaughnessy Asset Management, Llc, Blair William & Co/il, Twin Peaks Wealth Advisors, LLC, Alerus Financial Na, Hantz Financial Services, Inc., Skopos Labs, Inc., och Paladin Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 123 | 207 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 60 083 | 2,48 | 5 845 | 10,66 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 4 682 | 94,92 | 455 | 110,65 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 14 652 | 1 425 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 752 | 2,64 | 2 700 | 10,84 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 35 223 | 3,62 | 3 426 | 11,13 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 62 227 | 4,00 | 6 053 | 12,30 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 52 221 | 358,72 | 5 080 | 395,61 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 73 | 7 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 4 390 | 0,05 | 427 | 8,10 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 94 701 | 12,43 | 9 213 | 21,40 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 12 476 | 0,01 | 1 214 | 8,01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 337 | 0,09 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15 166 | 167,67 | 1 475 | 186,96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 480 | 241 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 426 | 6,92 | 625 | 2,97 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 466 804 | 23,72 | 45 411 | 33,59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45 415 | 0,04 | 4 418 | 8,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 867 | 376 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 62 361 | 10,76 | 6 072 | 19,57 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 578 | 59 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 758 | 74 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 8 526 | 32,60 | 829 | 43,18 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 209 | 604 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 266 | 9,02 | 26 | 19,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 637 | 13,32 | 259 | 23,92 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 3 012 | 4,62 | 293 | 13,13 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 175 | 0 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 23 187 | 3,59 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 213 | 1,59 | 118 | 9,35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 321 | 2,55 | 615 | 10,63 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 650 | 1,55 | 452 | 9,71 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 33 271 | 14,46 | 3 237 | 23,61 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 2 182 | 212 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 347 | 0,04 | 228 | 8,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31 693 | 4,02 | 3 192 | 16,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 214 556 | 5,72 | 20 872 | 14,16 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 2 133 | 207 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22 680 | 457,11 | 2 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 168 836 | 182,97 | 16 424 | 205,56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 30 439 | 1,67 | 2 961 | 8,98 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 38 555 | 2,53 | 3 781 | 11,63 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 40 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 15 423 | 6,81 | 1 494 | 13,97 | ||||
| 2025-07-17 | 13F | City Holding Co | 21 223 | 14,98 | 2 064 | 24,19 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 175 | 17 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2 332 | 1,97 | 227 | 9,71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 601 | 0,34 | 934 | 8,48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16 326 | 4,58 | 1 588 | 12,94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2 427 | 236 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 623 257 | 3,38 | 60 630 | 11,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66 693 | 315,17 | 6 488 | 348,31 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 134 | 9,67 | 597 | 18,49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 080 | 3,60 | 300 | 11,99 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 70 057 | 6 815 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 301 | 127 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 253 | 25 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 638 | 7,63 | 354 | 16,12 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13 647 | 12,19 | 1 328 | 7,97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 883 | 0,03 | 280 | 7,69 |
