Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund, to m.in Anderson Financial Strategies, LLC, Pursuit Wealth Management LLC, Barnes Pettey Financial Advisors, Llc, Mercer Global Advisors Inc /adv, Fifth Third Bancorp, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Advisor OS, LLC, O'shaughnessy Asset Management, Llc, Bank Of Montreal /can/, Western Wealth Management, LLC, Golden State Equity Partners, Ubs Asset Management Americas Inc, i Vanguard Advisers Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 36 401 | 1,21 | 3 294 | 0,43 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 410 773 | 4,82 | 37 170 | 4,00 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 14 856 | 1 355 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 756 | 249 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 5 646 | 91,58 | 511 | 90,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5 500 | 498 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 5 370 | 4,27 | 490 | 3,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25 854 | 17,38 | 2 357 | 17,33 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 36 278 | 19,41 | 3 283 | 18,48 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 18 793 | 1,33 | 1 701 | 0,53 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6 780 | 19,35 | 614 | 18,34 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 783 | 71 | ||||||
| 2026-05-12 | 13F | Creative Planning | 6 252 | 0,11 | 566 | -0,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 8 153 | 1,89 | 738 | 1,10 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3 047 | 21,93 | 276 | 21,15 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11 352 | 5,32 | 1 035 | 4,86 | ||||
| 2026-05-15 | 13F | Anderson Financial Strategies, LLC | 31 929 | 3 278 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 2 650 | 240 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16 889 | 271,11 | 1 528 | 268,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10 494 | 77,32 | 950 | 76,07 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10 | 1 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3 471 | 16,87 | 314 | 30,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11 434 | 1 035 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 135 212 | 309,85 | 12 | 300,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 6 630 | 26,58 | 600 | 25,58 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 743 | 32,68 | 67 | 31,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3 116 | 282 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 11 586 | 1 048 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 23 264 | 15,00 | 2 058 | 11,61 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6 913 | 8,37 | 663 | 14,11 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 14 245 | 1 289 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 2 876 | 3,34 | 260 | 2,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 108 806 | 3,49 | 9 845 | 2,69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 203 124 | 208,90 | 18 380 | 206,54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 602 084 | 3,09 | 54 481 | 2,29 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 814 464 | 12,07 | 73 698 | 11,20 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 39 | 4 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 69 221 | 18,58 | 6 265 | 17,67 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 310 | 28 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5 384 | 0,73 | 487 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 50 784 | 0,82 | 4 596 | 0,04 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 177 035 | 91,00 | 16 019 | 89,53 | ||||
| 2026-04-21 | 13F | Worthington Financial Partners, LLC | 16 875 | 3,10 | 1 527 | 2,28 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 629 | 57 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 096 | 190 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6 852 | 107,01 | 620 | 105,98 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 420 | 38 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 19 004 | 4,81 | 1 720 | 3,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 58 | 5 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 599 | 16,13 | 326 | 15,25 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 141 | 103 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 5 562 | 3,75 | 503 | 3,07 |
