Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund comprennent Daymark Wealth Partners, Llc, Element Wealth, LLC, Rsm Us Wealth Management Llc, Motco, SILVER OAK SECURITIES, Inc, Trust Co Of Toledo Na /oh/, Twin Peaks Wealth Advisors, LLC, Mpwm Advisory Solutions, Llc, et Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 492 | 34,43 | 37 | 33,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41 209 | 319,22 | 3 059 | 347,08 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 425 | 0,24 | 32 | 6,90 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 291 | 22 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 20 226 | 1 501 | ||||||
| 2025-08-01 | 13F | Motco | 900 | 69 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 111 | 71 857,14 | 1 122 | 112 000,00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 553 | 0,04 | 338 | 6,65 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1 091 | 83 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 596 | 794,70 | 1 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 446 | 33 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 036 | 0,04 | 374 | 6,57 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 398 | 30 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19 531 | 1 450 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 009 | 223 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5 096 | 4,62 | 378 | 11,50 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 107 | 5,60 | 379 | 12,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 315 712 | 4,58 | 23 432 | 11,46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 33 978 | 2 522 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 30 926 | 1,02 | 2 295 | 114 650,00 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15 119 | 0,73 | 1 122 | 7,37 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7 960 | 1,27 | 591 | 7,86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 385 | 0,12 | 697 | 6,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 39 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 18 763 | 5,99 | 1 307 | -1,36 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 780 | 58 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 9 427 | 2,80 | 1 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33 688 | 4,61 | 2 500 | 11,51 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 100 381 | 3,65 | 7 450 | 10,47 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 46 309 | 8,89 | 3 437 | 16,08 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 42 364 | 334,06 | 3 144 | 363,03 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 760 | 9,26 | 724 | 16,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 725 | 69,15 | 202 | 80,36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 174 212 | 2,80 | 12 930 | 9,56 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 3 888 | 0,41 | 289 | 7,06 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 17 703 | 1,68 | 1 340 | 16,43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 835 | 62 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 130 | 232 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 796 | 207 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 002 | 15,30 | 74 | 23,33 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 30 180 | 85,62 | 2 240 | 97,79 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 24 984 | 2,84 | 1 854 | 9,64 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 007 | 208,80 | 1 042 | 230,48 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 867 | 64 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 182 | 35,78 | 162 | 45,05 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 9 634 | 2,20 | 715 | 8,99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 583 | 0,17 | 43 | 7,50 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10 524 | 28,92 | 781 | 37,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 755 | 5,75 | 501 | 12,84 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 87 760 | 4,03 | 6 513 | 10,86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 116 487 | 44,83 | 8 646 | 54,35 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 182 305 | 2,35 | 13 531 | 9,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 444 | 19,88 | 774 | 28,15 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 4 302 | 9,86 | 319 | 17,28 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 65 259 | 1,28 | 4 844 | 7,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 47 725 | 5,13 | 3 542 | 12,05 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 4 322 | 0,02 | 321 | 6,67 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 45 844 | 80,02 | 3 403 | 91,88 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 4 683 | 0,09 | 348 | 6,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 916 | 3,48 | 588 | 2,62 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 21 | 2 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 800 | 8,06 | 1 989 | 15,17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 289 | 92,67 | 22 | 120,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52 454 | 18,93 | 3 893 | 26,77 |
