Statistiche di base
| Proprietari istituzionali | 135 total, 135 long only, 0 short only, 0 long/short - change of -3,57% MRQ |
| Allocazione media del portafoglio | 0.5457 % - change of 192,79% MRQ |
| Azioni istituzionali (Long) | 5.467.297 (ex 13D/G) - change of -0,12MM shares -6,09% MRQ |
| Valore istituzionale (Long) | $ 512.606 USD ($1000) |
Proprietà istituzionale e azionisti
First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (MX:FYC) ha 135 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 5,467,297 azioni. I maggiori azionisti includono LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Morgan Stanley, Cetera Investment Advisers, First Trust Advisors Lp, Bank Of America Corp /de/, Royal Bank Of Canada, Envestnet Asset Management Inc, and Eclectic Associates Inc /adv .
(First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (BMV:FYC) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Wealth Effects Llc | 2.550 | -10,68 | 245 | -5,41 | ||||
| 2026-01-26 | 13F | Ferguson Shapiro LLC | 9.411 | 9,35 | 905 | 15,90 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 2.220 | 0,00 | 213 | 5,97 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 8.075 | 776 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 66.703 | 1,29 | 6.411 | 7,33 | ||||
| 2026-02-17 | 13F | Fmr Llc | 585 | 0,69 | 56 | 7,69 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 76.769 | 21,08 | 7.379 | 28,29 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 15.753 | 0,00 | 1.514 | 5,95 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 7.624 | 0,00 | 761 | 9,03 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 9.788 | 941 | ||||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 3.897 | 8,85 | 375 | 15,43 | ||||
| 2026-02-06 | 13F | Warner Group LLC | 11.706 | 372,02 | 1.125 | 402,23 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 7.522 | -2,98 | 723 | 2,70 | ||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 1 | 0 | ||||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 10.905 | 13,06 | 1.048 | 19,91 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 323 | -69,67 | 31 | -67,71 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 2.826 | 0,00 | 272 | 5,86 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 20.988 | 7,35 | 2.017 | 13,76 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 45.037 | 53,16 | 4 | 100,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 2.098 | 91,07 | 202 | 103,03 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 74.442 | 1,10 | 7.155 | 7,13 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.084 | 0,00 | 104 | 6,12 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 22 | 0,00 | 2 | 100,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.611 | 16,35 | 251 | 23,15 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5.923 | 56,03 | 569 | 65,41 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 9.342 | 0,72 | 898 | 6,66 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 3.439 | 331 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 2.302 | 221 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 985 | 629,63 | 95 | 683,33 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 3.211 | -1,14 | 309 | 4,76 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.187 | 146,78 | 114 | 165,12 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 4.920 | -15,08 | 473 | -10,10 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 915 | 137,66 | 88 | 155,88 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.108 | 19,91 | 0 | |||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.719 | -0,73 | 261 | 5,24 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 13.614 | 38,21 | 1.309 | 46,47 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.650 | 65,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Custom Index Systems, Llc | 13.289 | -18,69 | 1.277 | -13,83 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 130 | 0,00 | 12 | 9,09 | ||||
| 2026-01-28 | 13F | StoryOne LLC | 0 | 2.277 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.425 | -19,58 | 329 | -14,77 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 92 | 0,00 | 9 | 0,00 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | City Holding Co | 211 | 0,00 | 20 | 5,26 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 20.519 | -0,40 | 1.972 | 5,57 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 48.569 | -23,60 | 4.668 | -19,04 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 4.489 | 431 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 18.162 | 334,60 | 1.746 | 360,42 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 26 | 2 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 508 | -87,33 | 49 | -86,78 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 255.008 | 13,60 | 24.511 | 20,37 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 25.923 | 224,85 | 2.492 | 244,54 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 35.146 | -26,04 | 3.378 | -21,62 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 44.510 | -37,61 | 4.278 | -33,89 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 216.354 | -11,98 | 20.796 | -6,73 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 22.831 | 2,39 | 2.194 | 8,51 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 10.379 | 2,25 | 998 | 8,37 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 134 | 13 | ||||||
| 2026-01-23 | 13F/A | Greenup Street Wealth Management Llc | 40.514 | 3.894 | ||||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 108.354 | 1,19 | 10.415 | 7,21 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 4.665 | 472 | ||||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.770 | 20,49 | 278 | 31,90 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 29.523 | 80,19 | 2.838 | 91,95 | ||||
| 2026-01-15 | 13F | Paller Financial Services Inc | 32.563 | 3.130 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 4.490 | -12,68 | 435 | -7,45 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 143.085 | 2,57 | 13.754 | 8,68 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 153.918 | 2,61 | 14.794 | 8,72 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 293.292 | 16,47 | 28.191 | 23,41 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.538 | 148 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 3.888 | -0,33 | 374 | 5,67 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 4.156 | 23,36 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 3.079 | -6,30 | 280 | 6,90 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 6.162 | -0,63 | 592 | 5,34 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 3.274 | 315 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 8.754 | 1,47 | 841 | 7,54 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.183.630 | 43,02 | 113.769 | 51,54 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 258 | 0,00 | 25 | 4,35 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 7.056 | 0,00 | 678 | 5,94 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 24.013 | 2.308 | ||||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Key FInancial Inc | 785 | 0,00 | 75 | 5,63 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.934 | 197 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 4.184 | 10,48 | 402 | 17,20 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 20.640 | 14,04 | 1.984 | 20,84 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.136 | 205 | ||||||
| 2026-01-30 | 13F | Barnes Pettey Financial Advisors, Llc | 3.317 | 319 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 2.598 | -2,95 | 249 | 2,89 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.917 | 0,00 | 376 | 5,92 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 201.514 | 3,26 | 19.369 | 9,41 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 55.876 | -5,50 | 5.371 | 0,13 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 16.635 | 63,97 | 1.599 | 73,70 | ||||
| 2026-01-20 | 13F | Sylvest Advisors, LLC | 8.405 | 2,80 | 808 | 8,91 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 10.590 | 1.018 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 93.138 | 25,95 | 8.953 | 38,75 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 2.200 | 211 | ||||||
| 2026-01-23 | 13F | Optima Capital Llc | 122 | 12 | ||||||
| 2026-01-07 | 13F | Hilltop National Bank | 98 | 0,00 | 9 | 12,50 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 47.736 | -0,01 | 4.588 | 5,96 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 159.095 | 8,70 | 15.292 | 15,18 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 81.843 | 73,61 | 8 | 75,00 | ||||
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 25.961 | 47,51 | 2.495 | 56,33 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 20 | 2 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 3.341 | 29,55 | 321 | 37,77 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 3.755 | 14,83 | 384 | 26,32 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 9.374 | -7,58 | 901 | -2,07 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 12.738 | -50,43 | 1.224 | -47,49 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | XML Financial, LLC | 2.400 | 0,00 | 231 | 5,99 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 363.672 | 28,85 | 34.956 | 36,53 | ||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 8.111 | 8,95 | 780 | 15,41 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 19.194 | -1,43 | 1.845 | 4,42 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 2.497 | 0,00 | 240 | 6,19 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 17.560 | 1.688 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 438.885 | 35,36 | 42.185 | 43,43 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 239 | 23 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 3.174 | 4,58 | 305 | 10,91 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 10.981 | 25,76 | 1.055 | 33,21 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-15 | 13F | Private Advisory Group LLC | 9.557 | 919 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5.050 | 485 | ||||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 1 | 0 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 6.482 | 51,66 | 623 | 60,98 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 88.816 | -0,62 | 8.537 | 5,30 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 163.957 | 14,03 | 15.759 | 20,82 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 13.703 | -1,06 | 1.317 | 4,86 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 14.221 | 1.367 | ||||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 8.563 | 97,08 | 823 | 108,88 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 444 | -49,14 | 43 | -46,84 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 20.321 | -26,17 | 1.958 | -21,71 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 38.973 | 18,35 | 3.746 | 187.200,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 43.329 | 123,52 | 4.165 | 136,86 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 65 | -89,45 | 6 | -89,09 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 325 | 31 | ||||||
| 2025-10-22 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 99.281 | 0,65 | 9.543 | 6,65 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 853 | -30,25 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 84.256 | 49,62 | 8.099 | 58,54 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 14.495 | 4,03 | 1.393 | 10,29 | ||||
| 2025-11-14 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Barnes Dennig Private Wealth Management LLC | 161 | 15 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 2.825 | 13,05 | 272 | 19,91 |
Other Listings
| US:FYC | 99,23 USD |
