FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund - Institutionellt ägande - Säljare

First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
US ˙ NasdaqGM ˙ US33734K1097

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-14 13F Goldman Sachs Group Inc 23 783 −5,13 2 615 1,83
2025-07-01 13F Park National Corp /oh/ 8 955 −1,97 985 5,24
2025-08-07 13F Kestra Private Wealth Services, Llc 9 746 −2,97 1 072 4,08
2025-07-24 13F Bernard Wealth Management Corp. 0 −100,00 0 −100,00
2025-08-11 13F Western Wealth Management, LLC 0 −100,00 0
2025-05-02 13F Sigma Planning Corp 0 −100,00 0
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-04-22 13F LVZ Advisors, Inc. 0 −100,00 0
2025-07-10 13F Secure Asset Management, LLC 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 14 180 −2,83 1 559 4,28
2025-08-14 13F TCG Advisory Services, LLC 0 −100,00 0
2025-04-22 13F World Equity Group, Inc. 0 −100,00 0
2025-08-08 13F Creative Planning 15 137 −40,59 1 664 −36,25
2025-08-14 13F Ancora Advisors, LLC 9 967 −1,48 1 096 5,69
2025-07-29 13F Chicago Partners Investment Group LLC 55 784 −0,61 6 303 10,71
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-11 13F Citigroup Inc 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 73 603 −3,33 8 093 3,76
2025-07-17 13F Beacon Capital Management, LLC 246 −54,70 27 −50,91
2025-08-29 13F Centaurus Financial, Inc. 11 085 −7,28 1 0,00
2025-07-09 13F Keystone Wealth Services, LLC 22 101 −0,25 2 430 7,05
2025-08-08 13F Tanglewood Legacy Advisors, LLC 2 597 −2,73 286 4,40
2025-08-14 13F Archetype Wealth Partners 6 188 −3,52 1
2025-05-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0 −100,00
2025-08-15 13F Tower Research Capital LLC (TRC) 505 −88,98 56 −88,27
2025-08-06 13F AE Wealth Management LLC 13 181 −3,56 1 449 3,50
2025-07-25 13F Atria Wealth Solutions, Inc. 2 641 −66,23 290 −63,80
2025-07-14 13F ABLE Financial Group, LLC 2 237 −4,16 246 2,51
2025-08-06 13F Prospera Financial Services Inc 5 772 −1,23 635 6,01
2025-08-14 13F Benjamin Edwards Inc 28 913 −42,96 3 179 −38,78
2025-07-22 13F Merit Financial Group, LLC 3 231 −2,03 355 5,34
2025-08-14 13F Mariner, LLC 3 895 −1,17 428 6,20
2025-08-05 13F GHP Investment Advisors, Inc. 376 −40,32 41 −35,94
2025-08-13 13F RPg Family Wealth Advisory, LLC 0 −100,00 0
2025-07-28 13F WealthPlan Investment Management, LLC 4 845 −1,26 533 5,98
2025-08-14 13F Financial Advisory Service, Inc. 3 784 −0,42 416 6,94
2025-08-12 13F PKS Advisory Services, LLC 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 4 571 −21,89 503 −16,19
2025-08-14 13F UBS Group AG 197 167 −8,21 21 680 −1,49
2025-08-18 13F Geneos Wealth Management Inc. 2 436 −3,94 268 3,09
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-12 13F Gladstone Institutional Advisory LLC 4 611 −55,00 507 −51,76
2025-08-13 13F Northwestern Mutual Wealth Management Co 66 631 −3,23 7 327 3,86
2025-07-23 13F Ignite Planners, LLC 0 −100,00 0
2025-08-04 13F Spire Wealth Management 1 089 −58,61 120 −55,76
2025-05-15 13F Mercer Global Advisors Inc /adv 0 −100,00 0
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 457 −38,11 149 −39,18
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-14 13F Modern Wealth Management, LLC 3 323 −1,48 365 5,80
2025-07-23 13F Tcfg Wealth Management, Llc 21 738 −0,27 2 390 7,03
2025-08-07 13F Rathbone Brothers plc 2 476 −7,06 272 0,00
2025-07-29 13F AssuredPartners Investment Advisors, LLC 18 922 −88,52 2 081 −87,68
2025-04-18 13F Insigneo Advisory Services, Llc 0 −100,00 0 −100,00
2025-08-14 13F Raymond James Financial Inc 279 205 −5,85 30 701 1,04
2025-08-14 13F Comerica Bank 12 842 −0,55 1 412 6,73
2025-08-13 13F/A StoneX Group Inc. 0 −100,00 0 −100,00
2025-08-06 13F Walkner Condon Financial Advisors LLC 5 273 −0,21 580 7,02
2025-08-14 13F Wells Fargo & Company/mn 507 035 −5,02 55 754 1,93
2025-05-13 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 15 917 −0,67 1 750 6,64
2025-07-28 13F ForthRight Wealth Management, LLC 2 853 −8,06 314 −1,26
2025-08-14 13F Sand Hill Global Advisors, LLC 2 450 −2,23 269 5,08
2025-08-13 13F First Trust Advisors Lp 48 613 −2,07 5 345 5,09
2025-08-08 13F Good Life Advisors, LLC 2 024 −3,11 223 3,74
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 48 402 −2,06 5 322 5,12
2025-07-21 13F DHJJ Financial Advisors, Ltd. 2 353 −2,69 259 4,45
2025-08-07 13F Resources Investment Advisors, LLC. 5 902 −0,07 649 7,11
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-05-06 13F USAdvisors Wealth Management, LLC 0 −100,00 0
2025-08-05 13F HFG Advisors, Inc. 4 799 −11,52 528 −5,05
2025-08-14 13F Potentia Wealth 12 070 −21,08 1 327 −15,26
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-07 13F RDA Financial Network 3 729 −18,92 410 −12,95
2025-08-13 13F Baird Financial Group, Inc. 22 311 −2,17 2 453 5,01
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-14 13F Transamerica Financial Advisors, Inc. 11 603 −4,48 1 276 127 400,00
2025-07-18 13F Wetzel Investment Advisors, Inc. 9 861 −22,71 1 084 −17,06
2025-07-17 13F Camelot Portfolios, LLC 3 545 −0,62 390 6,58
2025-07-28 13F Rik Saylor Financial, Inc. 9 456 −0,73 1 040 6,45
2025-07-30 13F Strategic Blueprint, LLC 103 364 −3,47 11 366 3,59
2025-08-01 13F Envestnet Asset Management Inc 56 049 −1,34 6 163 5,88
2025-08-08 13F Pnc Financial Services Group, Inc. 3 058 −9,93 336 −3,17
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-04 13F Assetmark, Inc 1 301 −9,78 143 −2,72
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F Snowden Capital Advisors LLC 2 959 −0,03 325 7,26
2025-07-11 13F SILVER OAK SECURITIES, Inc 138 979 −3,48 15 282 4,35
2025-07-11 13F Kaydan Wealth Management, Inc. 11 080 −0,57 1 218 6,75
2025-08-11 13F Tidemark, LLC 3 014 −4,07 331 3,12
2025-07-17 13F HB Wealth Management, LLC 3 477 −9,99 382 −3,29
2025-07-25 13F Apollon Financial, LLC 4 006 −4,16 441 2,80
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 88 525 −65,90 10 −65,38
2025-08-20 13F/A Coppell Advisory Solutions LLC 15 871 −50,80 1 731 −46,59
2025-07-30 13F D.a. Davidson & Co. 26 149 −1,88 2 875 5,31
2025-03-25 13F Arrow Investment Advisors, LLC 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 1 708 −70,33 188 −68,57
2025-08-14 13F Smartleaf Asset Management LLC 135 −14,56 15 −12,50
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 3 827 −54,27 421 −50,99
2025-08-15 13F Morgan Stanley 1 164 312 −1,62 128 028 5,58
2025-08-14 13F Stifel Financial Corp 13 346 −25,12 1 468 −19,66
2025-08-14 13F Mml Investors Services, Llc 8 689 −5,83 1
2025-08-14 13F Great Valley Advisor Group, Inc. 62 763 −1,06 6 902 6,19
2025-07-29 13F Stratos Wealth Partners, LTD. 9 839 −3,02 1 082 4,04
2025-07-25 13F Cwm, Llc 4 275 −1,95 0
2025-08-11 13F HighTower Advisors, LLC 18 088 −1,22 1 989 5,97
2025-07-23 13F Indiana Trust & Investment Management CO 490 −10,91 54 −5,36
2025-08-12 13F Jpmorgan Chase & Co 10 217 −4,06 1 123 2,93
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