Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund comprennent Traction Financial Partners, LLC, Daymark Wealth Partners, Llc, J.w. Cole Advisors, Inc., Atomi Financial Group, Inc., O'shaughnessy Asset Management, Llc, Hantz Financial Services, Inc., Skopos Labs, Inc., Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 381 | 196,99 | 109 | 208,57 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2 558 | 201 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 301 | 2,43 | 338 | 4,97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 819 | 368,10 | 693 | 381,25 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 695 | 212 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 9 633 | 1 249,16 | 757 | 1 301,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 489 | 6,23 | 1 611 | 8,92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 35 387 | 5,15 | 2 783 | 7,79 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 027 | 0,12 | 395 | 2,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 020 | 211,63 | 2 439 | 219,66 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 39 090 | 4,99 | 3 074 | 7,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 131 282 | 22,68 | 10 323 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 451 | 12,70 | 271 | 15,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 183 | 250 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 102 | 0,13 | 244 | 2,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 088 | 22,91 | 321 | 25,88 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 621 | 0,06 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 492 | 27,20 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 974 | 0,25 | 1 177 | 2,79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 900 | 12,01 | 228 | 15,15 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10 476 | 0,01 | 824 | 2,49 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 983 | 0,81 | 549 | 3,39 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22 354 | 5,84 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 436 | 0,57 | 604 | 11,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 962 | 0,20 | 233 | 2,65 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 783 | 455 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 784 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 845 | 3,15 | 1 482 | 6,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 003 | 0,13 | 236 | 2,61 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 | 0 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 5 633 | 0,04 | 443 | 2,31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25 983 | 2,30 | 2 043 | 4,88 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 695 | 212 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37 953 | 0,20 | 2 984 | 2,68 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 786 | 4,37 | 455 | 6,82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 769 | 107,84 | 59 | 107,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 342 742 | 13,37 | 26 950 | 16,19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 42 769 | 6,15 | 3 363 | 8,77 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7 008 | 0,01 | 551 | 2,61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80 780 | 23,85 | 6 352 | 26,94 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 792 | 0,40 | 220 | 2,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201 948 | 0,31 | 15 879 | 2,81 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 648 | 208 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 794 | 0,14 | 456 | 2,71 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 202 848 | 78,88 | 15 950 | 83,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 199 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 861 | 230 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137 099 | 22,81 | 11 | 25,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5 547 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | STAR Financial Bank | 6 801 | 121,10 | 535 | 127,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 153 411 | 4,29 | 12 057 | 6,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 077 | 2 679 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 217 | 17 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 359 | 0,07 | 107 | 7,07 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 621 | 4,17 | 363 | 6,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 714 | 31,18 | 683 | 35,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 974 046 | 2,03 | 76 589 | 4,57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 265 | 21 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 709 | 5,99 | 3 122 | 8,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 255 | 10,26 | 492 | 12,87 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 46 | 4 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13 438 | 100,09 | 1 057 | 105,05 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 774 | 297 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23 804 | 0,78 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 690 | 54 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56 462 | 5,67 | 4 440 | 8,29 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 126 | 89 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 549 | 4,02 | 358 | 6,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 037 | 0,29 | 82 | 2,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 872 484 | 0,91 | 68 603 | 3,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 40 070 | 3,48 | 3 151 | 6,06 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 322 | 13,87 | 891 | 16,80 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 782 | 0,43 | 3 443 | 2,93 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 150 | 2,76 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 660 | 1,47 | 1 153 | 3,97 |
