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 Jane Street Group, Llc, Certified Advisory Corp, Proactive Wealth Strategies LLC, Creative Planning, Twin Peaks Wealth Advisors, LLC, e Family Legacy Financial Solutions, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21.947 | 6,24 | 1.747 | 22,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6.355 | 7,26 | 506 | 22,87 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.532 | 202 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.521 | 678 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27.091 | 26,30 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 11.114 | 48,31 | 884 | 71,65 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 254.884 | 2,84 | 20.284 | 18,95 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10.245 | 13,52 | 815 | 31,45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7.376 | 587 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2.583 | 206 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19.476 | 1.550 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 92 | 7 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36.606 | 6,08 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3.286 | 262 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20.463 | 0,92 | 1.632 | 16,74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 23.000 | 1.830 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.081 | 17,83 | 3.110 | 36,28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 191.383 | 23,53 | 15.230 | 42,88 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4.581 | 4,57 | 313 | -3,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 17.133 | 208,04 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17.133 | 208,04 | 1.363 | 256,81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 246.143 | 92,76 | 19.588 | 122,97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.956 | 54,66 | 1.031 | 78,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.214 | 10,75 | 335 | 28,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18.804 | 61,41 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 5.179 | 29,64 | 412 | 50,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 90.998 | 4,31 | 7.242 | 20,66 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 71.129 | 0,04 | 5.660 | 14,37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8.163 | 2,33 | 650 | 18,43 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7.352 | 4,88 | 585 | 21,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 818 | 68 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 10.203 | 2,03 | 812 | 17,88 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 254.884 | 2,84 | 20.284 | 18,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58.012 | 8,88 | 4.617 | 25,95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.104 | 484,65 | 406 | 576,67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 143.687 | 5,76 | 11.434 | 22,33 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9.464 | 1 | ||||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 7.878 | 7,73 | 627 | 24,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10.710 | 110,08 | 847 | 138,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671.362 | 13,40 | 53.427 | 31,17 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8.131 | 4,15 | 647 | 20,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4.030 | 8,19 | 321 | 25,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.848 | 147 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 136.207 | 103,76 | 10.840 | 135,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.193 | 33,83 | 334 | 54,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.244 | 20,65 | 179 | 40,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 484 | 3,64 | 39 | 18,75 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 28.100 | 2.236 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131.813 | 0,89 | 10.490 | 16,71 |
