Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund comprennent Traction Financial Partners, LLC, Mpwm Advisory Solutions, Llc, TFAFX - Tactical Growth Allocation Fund Class I, Newbridge Financial Services Group, Inc., Trust Co Of Toledo Na /oh/, et CIBC Private Wealth Group, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 788 | 1,64 | 948 | 20,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 149 046 | 13,07 | 10 248 | 33,47 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 4 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 170 | 12 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 66 835 | 23,52 | 4 533 | 43,81 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 16 617 | 1,19 | 1 | |||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 29 051 | 3,55 | 1 998 | 22,22 | ||||
2025-08-14 | 13F | Comerica Bank | 21 558 | 42,24 | 1 482 | 68,03 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 58 659 | 0,66 | 4 033 | 18,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 204 862 | 81,66 | 14 | 133,33 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 661 | 1,27 | 1 077 | 18,63 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 32 282 | 15,10 | 2 220 | 35,88 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7 095 | 488 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 261 | 18 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 588 | 352,31 | 40 | 471,43 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 24 316 | 2 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 275 | 19 | ||||||
2025-08-05 | 13F | Huntington National Bank | 40 | 18,18 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 385 | 2 548,45 | 1 883 | 3 038,33 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5 734 | 10,02 | 394 | 40,21 | ||||
2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 483 | 28 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 3 148 | 216 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 6 096 | 6,82 | 419 | 26,20 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 7 339 | 73,58 | 505 | 104,88 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 3 754 | 106,49 | 256 | 141,51 | ||||
2025-08-08 | 13F | Creative Planning | 2 969 | 204 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 106 772 | 197,89 | 7 342 | 251,75 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 210 | 14 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24 537 | 1,60 | 2 | 0,00 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5 161 | 2,08 | 355 | 20,41 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 7 456 | 513 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 7 376 | 2,03 | 1 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 730 | 1,25 | 50 | 21,95 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 283 258 | 38,09 | 19 477 | 63,01 | ||||
2025-08-12 | 13F | LPL Financial LLC | 628 377 | 18,72 | 43 207 | 40,14 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 64 000 | 4 401 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 32 135 | 0,02 | 2 210 | 18,07 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8 857 | 6,69 | 609 | 26,09 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 6 928 | 476 | ||||||
2025-07-25 | 13F | Cwm, Llc | 40 521 | 111,47 | 3 | 100,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 938 | 64 | ||||||
2025-07-17 | 13F | Mainsail Financial Group, LLC | 80 716 | 0,73 | 5 524 | 18,36 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 100 953 | 181,50 | 6 941 | 232,42 |