Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund, to m.in 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, i SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 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 |
