Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund includ Bnp Paribas Arbitrage, Sa, TCFG Investment Advisors, LLC, Belvedere Trading LLC, Novem Group, Kingswood Wealth Advisors, Llc, Custom Index Systems, Llc, Index Technologies Group LLC, Invesco Ltd., Citadel Advisors Llc, My Portfolio Guide, LLC, SJS Investment Consulting Inc., Key Capital Management, INC, și Lifetime Wealth Management P.C. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | CX Institutional | 469 | 0,21 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 2.237 | 44,14 | 207 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 50 | 35,14 | 5 | 66,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 55.397 | 0,04 | 4.772 | 3,42 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.464 | 438,22 | 595 | 477,67 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.062 | 1,83 | 283 | 6,42 | ||||
| 2026-04-10 | 13F | Novem Group | 6.164 | 569 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10.053 | 0,16 | 928 | 7,41 | ||||
| 2026-05-12 | 13F | Creative Planning | 41.710 | 4,84 | 3.852 | 12,37 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 176 | 7,36 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 9.574 | 0,68 | 884 | 7,94 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16.185 | 1.495 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4.813 | 444 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2.664 | 246 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 13.333 | 1.231 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20.473 | 5,07 | 1.891 | 12,63 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 11.848 | 0,01 | 1.094 | 7,25 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16.686 | 2.176,40 | 1.541 | 2.344,44 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 13.333 | 0,18 | 1.231 | 7,42 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2.173 | 201 | ||||||
| 2026-05-15 | 13F | Sun Financial Inc | 12.355 | 3,25 | 1.148 | 11,46 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39.710 | 3.667 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 197.337 | 1,17 | 18.224 | 8,46 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.786 | 350 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 15.178 | 1,82 | 1.402 | 9,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.070.746 | 6,88 | 98.883 | 14,57 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7.230 | 159,33 | 668 | 177,92 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 401.419 | 0,00 | 37.071 | 7,20 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 42.322 | 5,40 | 3.908 | 13,01 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.217 | 205 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 295.102 | 24,38 | 27.253 | 33,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 19.080 | 1,29 | 1.744 | 7,52 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 267 | 25 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4.821 | 50,56 | 445 | 61,82 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.864 | 16,43 | 172 | 25,55 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6.467 | 52,60 | 597 | 63,56 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7.591 | 1,46 | 701 | 8,85 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 4.256 | 48,71 | 393 | 59,76 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 104.778 | 11,11 | 9.679 | 19,11 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.130 | 17,74 | 196 | 26,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 345.175 | 0,49 | 31.877 | 7,73 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 12.365 | 1 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 3.374 | 312 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 198.478 | 1.834,67 | 18.329 | 1.975,76 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 43.883 | 4,07 | 4.053 | 11,56 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.916 | 0,03 | 269 | 7,17 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.298 | 120 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 136.144 | 36,99 | 1.987 | -76,80 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 9.380 | 866 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 69.377 | 104,48 | 6.407 | 119,23 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 12.132 | 3,15 | 1.120 | 10,67 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 12.300 | 1.136 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21.572 | 393,53 | 1.992 | 429,79 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3.283 | 20,26 | 303 | 28,94 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 16.139 | 60,51 | 1.490 | 72,06 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 19.279 | 1,11 | 1.780 | 8,40 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2.847 | 0,14 | 263 | 7,38 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 21.873 | 1,08 | 2 | 100,00 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 11.258 | 100,78 | 1.040 | 115,11 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.959 | 102,58 | 2.213 | 117,29 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.432 | -70,17 | 209 | -66,45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 358 | 20,54 | 33 | 32,00 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 3.438 | 317 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 102.371 | 21,12 | 9.454 | 29,83 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 7.596 | 110,12 | 1 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3.200 | 296 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 72.129 | 11,04 | 7 | 20,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 730 | 60,44 | 67 | 71,79 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 5.134 | 0,06 | 487 | 7,51 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 75.857 | 144,92 | 7.005 | 162,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 35.376 | 836,86 | 3.267 | 904,92 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 391.307 | 12,75 | 36.137 | 20,87 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.284 | 173,46 | 580 | 194,42 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 40.958 | 0,14 | 3.783 | 7,35 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 25.580 | 2,32 | 2.362 | 9,71 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.990 | 646 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 157 | 0,64 | 14 | 7,69 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 360 | 33 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 298.949 | 0,47 | 27.608 | 7,70 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2.313 | 0,30 | 214 | 2,88 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 17 | 229 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5.830 | 11,37 | 538 | 19,56 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5.791 | 535 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.601 | 8,62 | 0 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.833 | 0,39 | 262 | 7,41 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.655 | 0,08 | 245 | 7,46 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 4.182 | 386 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3.034 | 1,51 | 280 | 8,95 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 69.115 | 18,97 | 6.383 | 27,54 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.189 | 110 | ||||||
| 2026-05-05 | 13F | Holistic Financial Partners | 140.644 | 1,86 | 12.988 | 9,19 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.562 | 8,82 | 1.345 | 16,67 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 537 | 50 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 50.000 | 4.618 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 6.359 | 3,40 | 587 | 10,96 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 50 | 5 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 22.686 | 18,05 | 2.078 | 25,50 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 5.648 | 0,18 | 487 | 3,62 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 6.485 | 9,10 | 599 | 16,80 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.261 | 8.596,15 | 195 | 9.600,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12.745 | 0,28 | 1.208 | 6,43 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 7.267 | 4,32 | 671 | 11,83 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.298 | 3,58 | 801 | 7,09 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 9.150 | 4,93 | 845 | 12,52 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 42 | 4 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 16.806 | 0,08 | 1.552 | 7,33 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.517 | 6,08 | 417 | 13,93 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7.499 | 19,07 | 692 | 27,68 |
