Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund comprennent FSM Wealth Advisors, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., Warren Averett Asset Management, LLC, Truefg, Llc, Bensler, LLC, Hrt Financial Lp, Trueblood Wealth Management, LLC, Mpwm Advisory Solutions, Llc, O'shaughnessy Asset Management, Llc, Blair William & Co/il, Atlantic Union Bankshares Corp, Alerus Financial Na, MTM Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, et Paladin Advisory 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 663 | 765 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 51 000 | 51 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 716 | 1,48 | 1 690 | 6,96 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10 919 | 0,83 | 1 254 | 6,27 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 645 | 1,25 | 419 | 6,63 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79 719 | 6,39 | 9 156 | 12,12 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 468 | 5,73 | 398 | 11,48 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36 555 | 4,21 | 4 198 | 9,84 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 186 | 0,08 | 825 | 5,50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 044 | 0,19 | 120 | 5,31 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 228 | 0,50 | 256 | 5,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 128 | 1,58 | 3 001 | 7,03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 555 | 179 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 2 315 | 266 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 827 | 325 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 921 | 37,73 | 565 | 45,24 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 16 275 | 0,75 | 1 869 | 6,19 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1 758 | 202 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 807 | 29,23 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 66,67 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 516 | 98,50 | 1 667 | 110,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 075 | 1 785,96 | 123 | 1 950,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 176 257 | 7,28 | 20 243 | 13,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 956 | 0,31 | 110 | -0,91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 365 | 0,18 | 387 | 5,46 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 243 | 28 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 131 | 245 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 289 | 0,35 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 16 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 275 693 | 18,52 | 31 663 | 24,90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 417 | 278 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 776 | 12,33 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 854 | 902 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 409 | 47 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 105 | 2,09 | 242 | 7,59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 896 | 218 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 815 | 208 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 21 279 | 2 488 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 457 | 101,93 | 397 | 113,44 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 053 | 580 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 1 778 | 204 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12 226 | 0,23 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 377 | 0,09 | 2 289 | 8,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 031 | 0,06 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 553 | 18,44 | 6 495 | 24,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 988 | 285,15 | 4 707 | 306,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 161 | 13,48 | 1 281 | 20,30 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 904 | 0,21 | 219 | 2,35 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 1 942 | 7,53 | 223 | 13,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 223 675 | 11,43 | 25 689 | 17,44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 077 | 0,05 | 239 | 9,68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 684 | 6,13 | 1 457 | 11,83 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 31 | 4 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 22 404 | 4,93 | 2 573 | 10,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 409 | 7,47 | 4 756 | 13,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 42 671 | 6,86 | 4 901 | 12,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 782 117 | 14,99 | 89 826 | 21,18 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 189 | 251 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 007 | 15,08 | 690 | 21,30 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 116 858 | 4,97 | 13 421 | 10,62 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 856 | 0,11 | 213 | 5,45 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 178 | 100,10 | 480 | 111,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914 162 | 0,26 | 104 991 | 5,66 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 64 951 | 75,22 | 7 460 | 73,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 125 891 | 1,31 | 14 459 | 6,77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 680 | 78 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 387 | 44 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 881 | 6,47 | 790 | 12,22 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 145 | 0 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 258 | 30 |
