Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund includ Balboa Wealth Partners, Mainstay Capital Management Llc /adv, Mercer Global Advisors Inc /adv, Valued Retirements, Inc., Nations Financial Group Inc, /ia/ /adv, DAVENPORT & Co LLC, Novem Group, Calton & Associates, Inc., Harvest Investment Services, LLC, Cresset Asset Management, LLC, Stratos Wealth Advisors, LLC, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Armis Advisers, LLC, Western Wealth Management, LLC, Silver Grove Financial Group, Inc., My Portfolio Guide, LLC, Key Capital Management, INC, și Strive Financial Group ,LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7.627 | 0,58 | 663 | 10,13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.710 | 10,66 | 240 | 23,20 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 6.975 | 10,35 | 606 | 20,72 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7.519 | 22,58 | 654 | 34,09 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 43.000 | 66,47 | 3.738 | 82,12 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 81.144 | 0,17 | 7.054 | 9,60 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 568 | 7,37 | 49 | 16,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3.328 | 6,12 | 289 | 16,06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 264.936 | 30,48 | 23.031 | 42,78 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 944 | 25,53 | 82 | 38,98 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 195.482 | 16.993 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25.793 | 38,85 | 2.242 | 52,00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2.732 | 237 | ||||||
| 2026-04-10 | 13F | Novem Group | 5.140 | 447 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16.996 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 864.273 | 2,36 | 75.131 | 12,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 900.514 | 115,41 | 78.281 | 135,70 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7.235 | 1,97 | 629 | 11,55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 296.329 | 25.760 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 22.363 | 1.944 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11.212 | 28,87 | 975 | 40,96 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7.882 | 685 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 202 | 18 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 16.942 | 31,38 | 602 | -41,31 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 43.234 | 28,97 | 3.758 | 41,12 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 30 | 3 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2.319 | 203 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 283 | 25 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3.312 | 279,82 | 288 | 315,94 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 283.400 | 5,42 | 24.636 | 15,35 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39.340 | 329,43 | 3.420 | 370,29 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.540 | 308 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 50 | 11,11 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 25.609 | 138,05 | 2.226 | |||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 17.002 | 1,14 | 1.478 | 10,64 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.108 | 270 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 872 | 419,05 | 76 | 476,92 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 29.378 | 2.554 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.356 | 3.547,83 | 292 | 4.057,14 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 71.759 | 79,40 | 6.238 | 96,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6.143 | 534 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.117 | 55,79 | 97 | 73,21 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13.863 | 0,22 | 1.205 | 9,74 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 717 | 0,42 | 62 | 10,71 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 12.656 | 23,85 | 1.100 | 35,64 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 38.290 | 89,66 | 3.329 | 107,61 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42.246 | 17,00 | 3.672 | 28,03 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2.360 | 205 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3.708 | 0,82 | 322 | 10,27 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 203.985 | 23,62 | 17.951 | 29,68 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 34.174 | 0,08 | 2.971 | 9,51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3.512 | 24,14 | 305 | 36,16 | ||||
| 2026-05-05 | 13F | UBS Group AG | 641.778 | 125,37 | 55.790 | 146,60 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 11.470 | 149,62 | 997 | 173,15 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.220 | 2.957,97 | 367 | 3.560,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23.771 | 224,25 | 2.066 | 254,98 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 125.226 | 12,30 | 10.886 | 22,87 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6.902 | 24,05 | 600 | 35,52 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 258.270 | 2.056,92 | 22.451 | 2.260,78 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2.462 | 214 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 256.428 | 547,32 | 22 | 633,33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2.388 | 208 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3.150 | 274 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2.959 | 5,60 | 257 | 15,77 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 30.202 | 2.625 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 9.318 | 171,27 | 810 | 197,79 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 4.200 | 365 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10.248 | 891 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.465 | 12.972,82 | 1.171 | 14.525,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 11.525 | 2,24 | 1.002 | 11,84 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2.180 | 218 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.421 | 210 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2.360 | 205 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 12.040 | 3,45 | 957 | 9,01 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 946 | 82 | ||||||
| 2026-05-13 | 13F | Allie Family Office LLC | 32.052 | 6,80 | 2.786 | 16,86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 26.793 | 198,70 | 2.267 | 218,40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.785 | 590 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 144 | 25,22 | 13 | 33,33 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.943 | 30,23 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 1.264.068 | 14,19 | 109.885 | 24,94 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 351 | 31 | ||||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 215.975 | 20,63 | 18.774 | 31,98 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 238.100 | 14,56 | 20.697 | 25,35 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.048 | 91 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 15.348 | 1.334 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 599 | 52 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 6.038 | 118,29 | 525 | 139,27 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 134.942 | 32,59 | 11.730 | 45,08 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3.546 | 0,94 | 331 | 7,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7.214 | 39,75 | 627 | 52,93 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 21.355 | 115,08 | 1.698 | 115,48 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.191 | 0,37 | 191 | 9,83 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 6.558 | 84,42 | 570 | 102,13 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5.776 | 115,04 | 529 | 126,07 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14.403 | 1.252 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 37 | 3 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18.443 | 1.603 |
