Basisstatistiken
| Institutionelle Eigentümer | 132 total, 132 long only, 0 short only, 0 long/short - change of -3,57% MRQ |
| Durchschnittliche Portfolioallokation | 0.5457 % - change of 192,79% MRQ |
| Institutionelle Aktien (Long) | 4.788.270 (ex 13D/G) - change of -0,12MM shares -6,09% MRQ |
| Institutioneller Wert (Long) | $ 428.480 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (MX:FYC) hat 132 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 4,788,270 Aktien. Die größten Aktionäre sind LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, DALI - First Trust Dorsey Wright DALI 1 ETF, Morgan Stanley, First Trust Advisors Lp, Cetera Investment Advisers, Bank Of America Corp /de/, Eclectic Associates Inc /adv, and Envestnet Asset Management Inc .
First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (BMV:FYC) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 873 | 80,37 | 79 | 107,89 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Wealth Effects Llc | 2.550 | -10,68 | 245 | -5,41 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 3.787 | 344 | ||||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 324.241 | 151,13 | 29.413 | 186,28 | ||||
| 2026-01-26 | 13F | Ferguson Shapiro LLC | 9.411 | 9,35 | 905 | 15,90 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 47.741 | 4.331 | ||||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 3.369 | 0 | ||||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 1.065 | -40,50 | 97 | -32,39 | ||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 16.384 | 52,98 | 1.479 | 74,70 | ||||
| 2025-11-14 | 13F | Cetera Investment Advisers | 224.472 | 17,29 | 20.363 | 33,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 8.732 | 7,39 | 792 | 22,41 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 271 | 0,00 | 25 | 14,29 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 4.008 | 364 | ||||||
| 2026-01-08 | 13F | Wedmont Private Capital | 7.624 | 0,00 | 761 | 9,03 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 9.788 | 941 | ||||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 3.897 | 8,85 | 375 | 15,43 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 2.677 | 1,21 | 243 | 15,24 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 1 | 0 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 2.826 | 0,00 | 272 | 5,86 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 74.442 | 1,10 | 7.155 | 7,13 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 2.499 | 227 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 22 | 0,00 | 2 | 100,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.611 | 16,35 | 251 | 23,15 | ||||
| 2025-10-31 | 13F | Brueske Advisory Services, LLC | 86.960 | -3,17 | 7.888 | 10,38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5.923 | 56,03 | 569 | 65,41 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 245.790 | -3,57 | 22.296 | 9,92 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 9.342 | 0,72 | 898 | 6,66 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 10.145 | 920 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 3.439 | 331 | ||||||
| 2025-11-12 | 13F | Stifel Financial Corp | 20.601 | -68,90 | 1.869 | -64,57 | ||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 1.223 | 107,29 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 985 | 629,63 | 95 | 683,33 | ||||
| 2025-11-05 | 13F | Key FInancial Inc | 785 | -24,30 | 71 | -13,41 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.108 | 19,91 | 0 | |||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.719 | -0,73 | 261 | 5,24 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 13.614 | 38,21 | 1.309 | 46,47 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 17.858 | 8,26 | 1.620 | 23,40 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4.581 | 4,57 | 313 | -3,99 | ||||
| 2026-01-28 | 13F | StoryOne LLC | 0 | 2.277 | ||||||
| 2026-01-22 | 13F | City Holding Co | 211 | 0,00 | 20 | 5,26 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 63.401 | 16,44 | 5.751 | 32,76 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 8.627 | 7,02 | 783 | 22,00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 10.390 | 1,42 | 943 | 15,58 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 29.406 | 56,38 | 3 | 100,00 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 48.569 | -23,60 | 4.668 | -19,04 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 4.489 | 431 | ||||||
| 2025-11-03 | 13F | Tidemark, LLC | 598 | 0,00 | 54 | 14,89 | ||||
| 2025-11-06 | 13F | Proactive Wealth Strategies LLC | 9.645 | 1,91 | 875 | |||||
| 2025-11-12 | 13F | LPL Financial LLC | 827.600 | 23,27 | 75.074 | 40,52 | ||||
| 2025-11-07 | 13F | Warner Group LLC | 2.480 | 225 | ||||||
| 2025-11-05 | 13F | Strategic Equity Management | 10.143 | -0,59 | 920 | 13,44 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 616 | 847,69 | 56 | 1.000,00 | ||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 1.098 | 100 | ||||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 10.379 | 2,25 | 998 | 8,37 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | 195.154 | -20,72 | 17.703 | -9,62 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F/A | Greenup Street Wealth Management Llc | 40.514 | 3.894 | ||||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 2.080 | 189 | ||||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 108.354 | 1,19 | 10.415 | 7,21 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 2.579 | 234 | ||||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.770 | 20,49 | 278 | 31,90 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 32.931 | 21,56 | 3 | 0,00 | ||||
| 2026-01-15 | 13F | Paller Financial Services Inc | 32.563 | 3.130 | ||||||
| 2025-11-14 | 13F | Morgan Stanley | 251.823 | -47,29 | 22.844 | -39,91 | ||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 73.948 | 89,22 | 6.453 | 107,46 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 47.142 | 28,78 | 4 | 100,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 4.490 | -12,68 | 435 | -7,45 | ||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 3.248 | 0,00 | 295 | 13,95 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 1.848 | 0,00 | 168 | 13,61 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 153.918 | 2,61 | 14.794 | 8,72 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 282.237 | -10,10 | 25.603 | 2,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | GWM Advisors LLC | 385 | -90,35 | 35 | -89,27 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 143.779 | 9,08 | 13.043 | 24,34 | ||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 19.551 | -0,36 | 1.774 | 13,58 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 47.518 | 4.311 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 3.888 | -0,33 | 374 | 5,67 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 3.079 | -6,30 | 280 | 6,90 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 130 | 12 | ||||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 6.162 | -0,63 | 592 | 5,34 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 3.274 | 315 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 258 | 0,00 | 25 | 4,35 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 7.056 | 0,00 | 678 | 5,94 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 89.369 | -1,79 | 8.107 | 11,96 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Clear Point Advisors Inc. | 7.753 | -1,29 | 703 | 12,48 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Fmr Llc | 581 | 24,68 | 53 | 40,54 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 24.013 | 2.308 | ||||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 13.850 | -1,51 | 1.256 | 12,24 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.934 | 197 | ||||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 1.000 | 0 | ||||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 19.385 | 279,80 | 1.758 | 333,00 | ||||
| 2025-11-03 | 13F | MTM Investment Management, LLC | 15.753 | 0,00 | 1.429 | 14,05 | ||||
| 2026-01-30 | 13F | Barnes Pettey Financial Advisors, Llc | 3.317 | 319 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 4.179 | 65,05 | 379 | 88,56 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 20.308 | -14,12 | 1.842 | -2,07 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.917 | 0,00 | 376 | 5,92 | ||||
| 2026-01-20 | 13F | Sylvest Advisors, LLC | 8.405 | 2,80 | 808 | 8,91 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 122 | 12 | ||||||
| 2026-01-07 | 13F | Hilltop National Bank | 98 | 0,00 | 9 | 12,50 | ||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 1.084 | 0,00 | 98 | 13,95 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Plotkin Financial Advisors, LLC | 2.583 | 0,00 | 234 | 14,15 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 59.131 | 1,93 | 5.364 | 16,18 | ||||
| 2025-11-12 | 13F | Richmond Investment Services, LLC | 139.501 | 2,42 | 12.656 | 16,74 | ||||
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 25.961 | 47,51 | 2.495 | 56,33 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 20 | 2 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 3.755 | 14,83 | 384 | 26,32 | ||||
| 2025-10-20 | 13F | XML Financial, LLC | 2.400 | 218 | ||||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 481 | 0,00 | 44 | 13,16 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 4.259 | 1,36 | 386 | 15,57 | ||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 5.794 | 0,14 | 526 | 14,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 8.111 | 8,95 | 780 | 15,41 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 19.194 | -1,43 | 1.845 | 4,42 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 2.497 | 0,00 | 240 | 6,19 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 239 | 23 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 3.174 | 4,58 | 305 | 10,91 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-15 | 13F | Private Advisory Group LLC | 9.557 | 919 | ||||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 18.099 | 15,20 | 1.642 | 31,28 | ||||
| 2025-11-14 | 13F | Transamerica Financial Advisors, Inc. | 92 | 0,00 | 8 | 14,29 | ||||
| 2025-11-13 | 13F | Pacific Sun Financial Corp | 2.220 | 201 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 6.482 | 51,66 | 623 | 60,98 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 254.884 | 2,84 | 20.284 | 18,95 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 8.563 | 97,08 | 823 | 108,88 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 65.853 | 850,12 | 5.974 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 146.356 | 137,93 | 13.276 | 171,22 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 71.338 | -3,97 | 6.471 | 9,47 | ||||
| 2025-11-12 | 13F | HFG Advisors, Inc. | 22.298 | 1,60 | 2.023 | 15,81 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 20.321 | -26,17 | 1.958 | -21,71 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 99.281 | 0,65 | 9.543 | 6,65 | ||||
| 2026-01-29 | 13F | UBS Group AG | 84.256 | 49,62 | 8.099 | 58,54 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 14.495 | 4,03 | 1.393 | 10,29 | ||||
| 2025-10-24 | 13F | Moneywise, Inc. | 25.699 | -1,87 | 2.331 | 11,85 | ||||
| 2025-10-29 | 13F | Custom Index Systems, Llc | 16.344 | 354,00 | 1.483 | 418,18 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 7.980 | -6,35 | 724 | 6,64 | ||||
| 2025-11-14 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Barnes Dennig Private Wealth Management LLC | 161 | 15 |
Other Listings
| US:FYC | 100,76 $ |
