Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund includono Integrity Advisory Solutions, LLC, Pursuit Wealth Management LLC, Betterment LLC, Stratos Wealth Advisors, LLC, Fifth Third Bancorp, MGB Wealth Management, LLC, Stonebridge Financial Group, LLC / MO, TBH Global Asset Management, LLC, BAM Wealth Management, LLC, Financial Partners Group, Inc, Change Path, LLC, Mercer Global Advisors Inc /adv, Colonial Trust Co / SC, Bank Of Montreal /can/, e Lifetime Wealth Management P.C. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 8.510 | 1,25 | 825 | 2,23 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 60.864 | 40,47 | 5.903 | 41,74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 18.615 | 75,78 | 1.805 | 77,48 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 87.736 | 31,53 | 8.509 | 32,71 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 57.512 | 2,93 | 5.528 | 2,92 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 580 | 2.536,36 | 57 | 2.700,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3.751 | 9,52 | 364 | 10,33 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 538 | 52 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 700 | 115,38 | 68 | 116,13 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.123 | 19,61 | 303 | 20,80 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.660 | 96,56 | 743 | 98,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 394.547 | 34,52 | 38.263 | 35,73 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 97.707 | 9.476 | ||||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 40.525 | 0,03 | 3.930 | 0,92 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5.923 | 56,03 | 569 | 65,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6.776 | 4,54 | 657 | 5,46 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 9.217 | 13,64 | 894 | 14,63 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 2.248 | -1,32 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10.735 | 1.041 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 25 | 2 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 92.515 | 20,51 | 8.972 | 21,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.187 | 146,78 | 114 | 165,12 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 12.570 | 1.219 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20.131 | 13,68 | 1.952 | 14,69 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 9.674 | 249,24 | 956 | 245,13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 194 | 19 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 67.700 | 6.566 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 27.078 | 4,46 | 2.626 | 5,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6.077 | 589 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 44 | 69,23 | 4 | 100,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.694 | 261 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.610 | 253 | ||||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 7.753 | 3,07 | 752 | 4,02 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3.840 | 372 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 825 | 85,81 | 77 | 80,95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 185.425 | 16,55 | 17.983 | 17,60 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4.733 | 459 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 159.243 | 3,46 | 15.442 | 4,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 17.199 | 26,33 | 1.668 | 27,45 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 544.962 | 24,17 | 52.850 | 25,28 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 443.572 | 21,97 | 43.018 | 23,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.360.284 | 14,92 | 131.920 | 15,96 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5.234 | 16,57 | 511 | 17,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 289.684 | 13,60 | 28.094 | 14,62 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 3.468 | 336 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 3.045 | 7,79 | 295 | 8,86 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 2.560 | 0,39 | 248 | 1,22 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 17.972 | 105,30 | 1.743 | 107,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 644 | 10,09 | 62 | 10,71 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 35.891 | 152,38 | 3.484 | 154,98 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.932 | 284 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 21.809 | 99,99 | 2.115 | 101,81 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.642 | 256 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27.465 | 2.664 | ||||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 24.013 | 2.308 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.987 | 387 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 53.085 | 17,87 | 5 | 25,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.946 | 18,11 | 383 | 19,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37.326 | 80,84 | 3.620 | 82,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 146.944 | 2,70 | 14.252 | 3,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6.766 | 656 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 49.509 | 3,71 | 4.801 | 4,64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12.711 | 1.233 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15.019 | 1.457 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.122 | 1,14 | 206 | 1,99 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 244.266 | 21,22 | 23.689 | 22,30 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 72.917 | 301,48 | 7.071 | 305,21 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 20.549 | 41,77 | 1.993 | 43,00 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 23.128 | 1,30 | 2.243 | 2,19 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 19.637 | 2,31 | 1.904 | 3,25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 174.614 | 107,24 | 16.934 | 109,11 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 91.307 | 11,56 | 9 | 14,29 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 31 | 497 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.147 | 596 | ||||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 5.495 | 52,01 | 533 | 53,31 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.368 | 230 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 8.226 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 51.188 | 73,38 | 4.842 | 70,67 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 11.694 | 36,56 | 1.134 | 37,79 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 2.411 | 234 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 4.614 | 39,10 | 447 | 40,57 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3.343 | 5,32 | 324 | 6,23 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5.050 | 485 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 196.613 | 858,20 | 19.068 | 866,89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 102.487 | 10,04 | 9.939 | 11,03 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 185 | 825,00 | 18 | 1.600,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11.665 | 1.131 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 171.140 | 4,38 | 16.597 | 5,32 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 77.173 | 3,67 | 7.484 | 4,60 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 128 | 12 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.080 | 202 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.492 | 4,65 | 1.114 | 5,59 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 13.888 | 41,89 | 1.347 | 43,19 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 2.275 | 3,41 | 221 | 4,27 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 196 | 18 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 99.281 | 0,65 | 9.543 | 6,65 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 19.069 | 62,90 | 1.849 | 64,36 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2.420 | 235 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.091 | 4,44 | 397 | 5,32 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 192 | 19 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.702 | 22,46 | 2.493 | 23,55 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8.379 | 813 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.188 | 212 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.425 | 184,29 | 0 |
