Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund inkluderer Summit Wealth Group Llc / Co, ORG Partners LLC, Twin Peaks Wealth Advisors, LLC, Strategic Wealth Partners, Ltd., RMG Wealth Management LLC, Crews Bank & Trust, Harbor Asset Planning, Inc., Mpwm Advisory Solutions, Llc, og New Millennium 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13 473 | 433,58 | 1 397 | 434,87 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 33 715 | 6,63 | 3 496 | 6,72 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 273 | 9,87 | 339 | 10,06 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 401 | 17,94 | 42 | 17,14 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 7 088 | 0,04 | 735 | 0,14 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 41 658 | 323,74 | 4 319 | 324,26 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 601 | 49,88 | 62 | 51,22 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 353 | 37 | ||||||
2025-07-15 | 13F | Financial Partners Group, Inc | 6 358 | 0,02 | 659 | 0,15 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 30 990 | 570,78 | 3 213 | 572,18 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 944 | 81,74 | 1 757 | 83,30 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 526 | 62,85 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 32 877 | 7,21 | 3 409 | 7,30 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 802 | 0,12 | 83 | 0,00 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1 438 | 150 | ||||||
2025-08-11 | 13F | Citigroup Inc | 943 | 396,32 | 98 | 410,53 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 865 | 55,42 | 193 | 55,65 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 979 | 9,31 | 413 | 9,28 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 245 | 0,18 | 233 | 0,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 839 | 1,08 | 87 | 1,18 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 40 | 11,11 | 4 | 33,33 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 677 | 68 | ||||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13 479 | 10 268,46 | 0 | −100,00 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 648 | 171 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 5 675 | 0,05 | 588 | 0,17 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 417 | 251 | ||||||
2025-08-13 | 13F | Rockport Wealth LLC | 151 419 | 15 699 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 006 | 4,24 | 5 | 0,00 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2 833 | 0,04 | 294 | 0,00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 724 | 6,66 | 697 | 6,74 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 757 | 182 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 846 | 1 822,73 | 87 | 2 075,00 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3 660 | 0,03 | 379 | 0,00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5 247 | 3,35 | 544 | 3,62 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4 204 | 59,12 | 434 | 59,56 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | 6 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 4 230 | 16,27 | 439 | 16,49 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 9 286 | 0,69 | 963 | 0,73 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124 184 | 109,52 | 12 875 | 109,69 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 828 | 3,24 | 86 | 3,61 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 32 875 | 44,52 | 3 408 | 44,65 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 260 | 0,06 | 338 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14 723 | 9,93 | 2 | 0,00 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4 949 | 0,02 | 513 | 0,20 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 121 | 163,04 | 13 | 200,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 897 | 64,29 | 404 | 64,90 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 191 | 8,48 | 1 471 | 8,56 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 111 | 114 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1 960 | 15,57 | 203 | 21,56 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 16 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 934 | 97 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 309 | 2,80 | 654 | 2,99 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 3 290 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 069 | 129,48 | 940 | 129,83 |