Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund includono Independent Financial Group, Llc, Tsfg, Llc, Viawealth, Llc, Capital Square, LLC, Global View Capital Management LLC, Beto Financial Group, Llc, Morey & Quinn Wealth Partners, LLC, Carter Financial Group, INC., Savant Capital, LLC, Franklin Resources Inc, GAMMA Investing LLC, Main Street Group, LTD, Motiv8 Investments LLC, e SBI Securities Co., Ltd. .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 306.935 | 59,98 | 23.392 | 88,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2.691 | 205 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 11.404 | 1 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2.848 | 217 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 451.985 | 31,93 | 34.446 | 55,11 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 385.160 | 277,55 | 29.353 | 343,94 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6.585 | 0,46 | 502 | 18,16 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 76.220 | 5.809 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.668 | 203 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 57.591 | 1,51 | 3.733 | 124.333,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 648 | 49 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | 15 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1.430 | 21,29 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26.285 | 0,52 | 2.003 | 18,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 33.208 | 15,23 | 2.531 | 35,44 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2.978 | 227 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 14.566 | 1.171 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 208 | 0,48 | 16 | 15,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.859 | 42,95 | 218 | 68,22 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 91.310 | 6.959 | ||||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 20.759 | 1.582 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.353 | 0,24 | 256 | 18,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 261.884 | 48,75 | 19.958 | 74,89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 39.110 | 124,85 | 2.981 | 164,42 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.614 | 12,24 | 357 | 20,61 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 13.272 | 0,33 | 1.011 | 17,97 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 42.515 | 34,90 | 3.240 | 58,59 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10.433 | 3,96 | 808 | 24,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.949 | 1.215 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28.899 | 2.202 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 750 | 57 | ||||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 2.965 | 226 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7.285 | 58,34 | 555 | 86,24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 3.077 | 247 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 2.732 | 208 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 107 | 8 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 94.909 | 13,98 | 7.234 | 33,99 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 3.234 | 246 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 80 | 0 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 54.059 | 4.120 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 31.051 | 208,78 | 2.366 | 263,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 133.094 | 140,92 | 10.143 | 183,24 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 4.196 | 320 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.716 | 1,53 | 359 | 19,27 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.819 | 26,88 | 367 | 49,19 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 100.311 | 183,04 | 8 | 250,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 200 | 15 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 3.341 | 267 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 11.013 | 72,43 | 812 | 96,37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 70.138 | 26,97 | 5.345 | 49,30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 57.511 | 37,15 | 4.382 | 61,22 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 782 | 0,13 | 51 | 4,17 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 31 | 2 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15.167 | 5,99 | 1.156 | 24,60 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 7 | 0 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 75.550 | 63,89 | 5.758 | 92,67 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 144 | 0,70 | 11 | 11,11 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 92.910 | 6.870 | ||||||
| 2026-05-12 | 13F | Creative Planning | 8.810 | 0,24 | 671 | 17,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 78.814 | 18,15 | 6.006 | 38,90 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 101 | 8 | ||||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 3.100 | 236 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 271 | 21 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 12.667 | 965 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 324 | 0,62 | 25 | 20,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5.620 | 416 |
