Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund inkluderer FSM Wealth Advisors, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., Warren Averett Asset Management, LLC, Truefg, Llc, Bensler, LLC, Hrt Financial Lp, Trueblood Wealth Management, LLC, Mpwm Advisory Solutions, Llc, O'shaughnessy Asset Management, Llc, Blair William & Co/il, Atlantic Union Bankshares Corp, Alerus Financial Na, MTM Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, og Paladin Advisory Group, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 663 | 765 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 51 000 | 51 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 716 | 1,48 | 1 690 | 6,96 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10 919 | 0,83 | 1 254 | 6,27 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 645 | 1,25 | 419 | 6,63 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79 719 | 6,39 | 9 156 | 12,12 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 468 | 5,73 | 398 | 11,48 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36 555 | 4,21 | 4 198 | 9,84 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 186 | 0,08 | 825 | 5,50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 044 | 0,19 | 120 | 5,31 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 228 | 0,50 | 256 | 5,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 128 | 1,58 | 3 001 | 7,03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 555 | 179 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 2 315 | 266 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 827 | 325 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 921 | 37,73 | 565 | 45,24 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 16 275 | 0,75 | 1 869 | 6,19 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1 758 | 202 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 807 | 29,23 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 66,67 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 516 | 98,50 | 1 667 | 110,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 075 | 1 785,96 | 123 | 1 950,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 176 257 | 7,28 | 20 243 | 13,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 956 | 0,31 | 110 | −0,91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 365 | 0,18 | 387 | 5,46 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 243 | 28 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 131 | 245 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 289 | 0,35 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 16 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 275 693 | 18,52 | 31 663 | 24,90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 417 | 278 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 776 | 12,33 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 854 | 902 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 409 | 47 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 105 | 2,09 | 242 | 7,59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 896 | 218 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 815 | 208 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 21 279 | 2 488 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 457 | 101,93 | 397 | 113,44 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 053 | 580 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 1 778 | 204 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12 226 | 0,23 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 377 | 0,09 | 2 289 | 8,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 031 | 0,06 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 553 | 18,44 | 6 495 | 24,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 988 | 285,15 | 4 707 | 306,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 161 | 13,48 | 1 281 | 20,30 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 904 | 0,21 | 219 | 2,35 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 1 942 | 7,53 | 223 | 13,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 223 675 | 11,43 | 25 689 | 17,44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 077 | 0,05 | 239 | 9,68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 684 | 6,13 | 1 457 | 11,83 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 31 | 4 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 22 404 | 4,93 | 2 573 | 10,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 409 | 7,47 | 4 756 | 13,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 42 671 | 6,86 | 4 901 | 12,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 782 117 | 14,99 | 89 826 | 21,18 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 189 | 251 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 007 | 15,08 | 690 | 21,30 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 116 858 | 4,97 | 13 421 | 10,62 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 856 | 0,11 | 213 | 5,45 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 178 | 100,10 | 480 | 111,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914 162 | 0,26 | 104 991 | 5,66 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 64 951 | 75,22 | 7 460 | 73,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 125 891 | 1,31 | 14 459 | 6,77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 680 | 78 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 387 | 44 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 881 | 6,47 | 790 | 12,22 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 145 | 0 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 258 | 30 |
