FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund - Institutionellt ägande - Säljare

First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
US ˙ NasdaqGM ˙ US33735J1016

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
(%)
2025-07-08 13F Nbc Securities, Inc. 2 364 −74,63 0
2025-08-15 13F Tower Research Capital LLC (TRC) 7 −99,92 1 −100,00
2025-08-13 13F Transce3nd, LLC 117 −12,03 9 −10,00
2025-07-10 13F Secure Asset Management, LLC 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 153 141 −2,87 12 0,00
2025-08-14 13F Goldman Sachs Group Inc 100 072 −5,34 7 869 −2,98
2025-08-14 13F Raymond James Financial Inc 285 318 −4,81 22 435 −2,44
2025-08-08 13F Creative Planning 43 332 −54,33 3 407 −53,19
2025-08-05 13F American Institute for Advanced Investment Management, LLP 6 260 −12,39 492 −10,22
2025-08-27 13F/A Brinker Capital Investments, LLC 23 537 −4,69 1 851 −2,32
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2 666 −0,60 210 2,96
2025-08-08 13F WealthTrust Asset Management, LLC 2 849 −32,73 224 −30,86
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 14 916 −3,36 1 215 6,95
2025-07-30 13F D.a. Davidson & Co. 38 126 −1,71 2 998 0,74
2025-08-08 13F Kingsview Wealth Management, LLC 199 588 −1,85 15 694 0,59
2025-08-11 13F Principal Securities, Inc. 3 911 −7,10 308 −4,36
2025-07-22 13F DAVENPORT & Co LLC 5 328 −22,99 419 −21,13
2025-08-07 13F PFG Advisors 16 518 −29,41 1 299 −27,69
2025-08-12 13F Global Retirement Partners, LLC 9 824 −15,24 772 −12,87
2025-07-28 13F RFG Advisory, LLC 8 183 −0,94 643 1,58
2025-05-15 13F/A Orion Portfolio Solutions, LLC 24 695 −0,94 1 895 −0,63
2025-07-24 13F Blair William & Co/il 4 127 −61,18 324 −60,25
2025-08-14 13F Citadel Advisors Llc 3 774 −85,40 297 −85,07
2025-08-12 13F Clearwater Capital Advisors, LLC 6 578 −0,12 517 2,38
2025-08-08 13F Cetera Investment Advisers 292 810 −2,32 23 024 0,11
2025-07-18 13F Truist Financial Corp 83 435 −4,85 6 560 −2,48
2025-07-09 13F Key Client Fiduciary Advisors, LLC 2 800 −22,22 220 −20,29
2025-07-14 13F ABLE Financial Group, LLC 3 688 −35,61 290 −34,17
2025-08-15 13F Fsb Premier Wealth Management, Inc. 23 274 −13,69 1 830 −11,51
2025-07-25 13F Atria Wealth Solutions, Inc. 2 766 −87,09 217 −86,80
2025-04-24 13F Transcend Wealth Collective, Llc 0 −100,00 0
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0
2025-07-28 13F RMR Capital Management, LLC 11 729 −39,63 922 −38,12
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 240 535 −18,82 18 913 −16,80
2025-07-31 13F Moloney Securities Asset Management, LLC 2 563 −9,27 202 −6,94
2025-08-07 13F Blackhawk Capital Partners LLC. 9 736 −5,69 766 −3,29
2025-07-24 13F IFP Advisors, Inc 38 692 −4,08 3 042 −1,68
2025-08-13 13F StoneX Group Inc. 16 623 −11,13 1 307 −8,86
2025-07-17 13F Janney Montgomery Scott LLC 69 398 −3,52 5 0,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 7 089 −12,04 557 −9,87
2025-08-04 13F IFG Advisory, LLC 4 679 −11,62 368 −9,61
2025-08-08 13F/A Sequoia Financial Advisors, LLC 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 13 971 −0,19 1 099 2,33
2025-08-11 13F NewEdge Wealth, LLC 17 144 −2,08 1 354 0,82
2025-07-16 13F Midwest Heritage Bank, FSB 60 771 −17,64 4 778 −15,60
2025-04-29 13F Strategic Blueprint, LLC 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0 −100,00
2025-08-08 13F Avantax Advisory Services, Inc. 85 016 −18,71 6 685 −16,69
2025-08-14 13F Comerica Bank 8 832 −0,06 694 2,51
2025-08-15 13F Morgan Stanley 2 072 545 −3,19 162 964 −0,78
2025-08-18 13F Geneos Wealth Management Inc. 300 −3,54 24 0,00
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 207 122 −3,00 16 286 −0,59
2025-08-11 13F Western Wealth Management, LLC 15 003 −4,29 1 180 −1,91
2025-08-12 13F SRS Capital Advisors, Inc. 124 −39,22 10 −40,00
2025-08-14 13F LaSalle St. Investment Advisors, LLC 16 896 −3,89 1 0,00
2025-08-13 13F First Trust Advisors Lp 14 288 −2,60 1 123 −0,18
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0 −100,00
2025-05-14 13F Rockefeller Capital Management L.P. 0 −100,00 0
2025-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-01 13F Private Client Services, Llc 3 778 −3,75 297 −1,33
2025-07-14 13F AdvisorNet Financial, Inc 96 −45,45 8 −46,15
2025-08-13 13F Gateway Wealth Partners, LLC 29 702 −0,66 2 335 1,83
2025-07-14 13F GAMMA Investing LLC 563 −8,90 44 −6,38
2025-08-11 13F Private Advisor Group, LLC 172 923 −2,62 13 597 −0,20
2025-07-14 13F Park Avenue Securities Llc 21 363 −1,46 2 0,00
2025-07-31 13F Oppenheimer & Co Inc 7 741 −0,67 609 1,84
2025-08-05 13F Sigma Planning Corp 9 615 −55,83 756 −54,73
2025-08-13 13F Russell Investments Group, Ltd. 297 −1,33 23 0,00
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0 −100,00
2025-08-04 13F Arkadios Wealth Advisors 14 912 −61,71 1 173 −60,76
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 10 409 −7,21 818 −4,88
2025-08-08 13F MTM Investment Management, LLC 3 514 −17,16 276 −14,81
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-11 13F Regal Investment Advisors LLC 29 523 −3,98 2 321 −1,57
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 8 264 −6,37 650 −4,14
2025-08-05 13F Holistic Financial Partners 132 191 −1,41 10 394 1,04
2025-08-06 13F Eukles Asset Management 8 987 −1,78 707 0,71
2025-04-14 13F City Center Advisors, LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 415 281 −1,56 32 654 0,89
2025-07-07 13F Nova Wealth Management, Inc. 3 617 −39,89 284 −38,39
2025-08-14 13F Snowden Capital Advisors LLC 54 385 −1,31 4 276 1,16
2025-08-12 13F Virtu Financial LLC 9 906 −43,94 1 −100,00
2025-08-11 13F Tidemark, LLC 3 169 −7,45 249 −4,96
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 9 383 −43,13 738 −41,74
2025-07-11 13F Kaydan Wealth Management, Inc. 91 273 −66,99 7 177 −66,17
2025-07-16 13F Independent Wealth Network Inc. 5 570 −0,64 438 1,86
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 267 944 −3,88 21 067 −1,49
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 93 783 −1,34 7 374 1,11
2025-08-04 13F Spire Wealth Management 1 624 −47,60 128 −46,41
2025-07-29 13F International Assets Investment Management, Llc 3 087 −8,86 243 −6,56
2025-08-13 13F Northern Trust Corp 0 −100,00 0
2025-07-15 13F Armis Advisers, LLC 3 523 −21,85 277 −20,00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 9 698 −64,58 763 −63,71
2025-07-29 13F Cottonwood Capital Advisors, Llc 60 935 −1,65 4 791 0,80
2025-07-23 13F REAP Financial Group, LLC 3 087 −26,90 243 −25,08
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-04-23 13F Walkner Condon Financial Advisors LLC 0 −100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 2 782 −3,67 223 5,19
2025-08-01 13F Winebrenner Capital Management Llc 12 911 −0,20 1 015 2,32
2025-07-28 13F Triton Wealth Management, PLLC 23 681 −0,96 1 914 −1,69
2025-05-15 13F Advisory Services Network, LLC 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 18 587 −11,00 1 461 −8,80
2025-07-29 13F Signature Estate & Investment Advisors Llc 0 −100,00 0
2025-08-14 13F Sequent Planning LLC 2 934 −2,75 231 −0,43
2025-04-22 13F LVZ Advisors, Inc. 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 20 478 −2,86 1 610 −0,43
2025-08-20 13F/A Coppell Advisory Solutions LLC 23 998 −32,92 1 881 −28,45
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 3 562 −0,34 280 2,19
2025-08-07 13F Allworth Financial LP 9 025 −5,56 710 1,29
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