Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund eröffnet haben, gehören TCFG Investment Advisors, LLC, TRB Wealth Management, LLC, Integrity Alliance, Llc., Garden State Investment Advisory Services LLC, Aprio Wealth Management, LLC, Guidance Capital, Inc, Ubs Asset Management Americas Inc, Fairway Wealth LLC, GAMMA Investing LLC, Vanguard Advisers Inc, Dunhill Financial, LLC, Park Place Capital Corp, und Silver Grove Financial Group, Inc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.794 | 0,11 | 341 | -0,87 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.364 | 6,79 | 410 | 9,92 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 534 | 0,38 | 63 | 1,61 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.893 | 12,03 | 820 | 12,48 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 6.389 | 100,47 | 779 | 106,08 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 3.064 | 374 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11.382 | 6,11 | 1.388 | 9,04 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.647 | 12,69 | 314 | 14,60 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 6.331 | 3,35 | 1 | |||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 9.371 | 0,06 | 1.143 | 2,88 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 46.690 | 35,28 | 5.693 | 39,07 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.365 | 18,72 | 288 | 22,03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 30.711 | 3.745 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.954 | 360 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.093 | 0,09 | 133 | 3,10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4.479 | 51,32 | 531 | 53,91 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 701 | 4,16 | 86 | 7,59 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.604 | 0,08 | 439 | 2,81 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 2.490 | 0,24 | 304 | 3,06 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10.388 | 36,24 | 1.267 | 40,04 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 425 | 2,66 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.238 | 0,06 | 395 | 2,87 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 100,00 | 0 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 21.507 | 2.622 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1.091 | 133 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 511.453 | 0,86 | 62 | 3,33 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1.575 | 206 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3.550 | 3,05 | 433 | 5,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.427 | 6,73 | 296 | 9,67 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 145 | 6,62 | 18 | 6,25 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.303 | 0,17 | 281 | 2,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 16.436 | 29,96 | 2.004 | 33,53 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2.394 | 8,52 | 292 | 11,49 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.094 | 15,92 | 377 | 19,30 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1.748 | 213 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 54.982 | 1.717,59 | 6.754 | 1.725,14 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.398 | 1.756 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 262 | 32 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 350 | 43 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.883 | 1,48 | 352 | 4,15 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 13.231 | 1.613 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 203 | 25 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 16.237 | 0,16 | 1.980 | 2,97 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.313 | 160 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2.385 | 291 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.487 | 102,20 | 303 | 108,97 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 536.727 | 6,68 | 65.442 | 9,65 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1.676 | 204 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 151 | 18 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21.507 | 0,94 | 2.622 | 3,76 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9.295 | 19,20 | 1.118 | 20,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.736 | 212 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 49.089 | 5.985 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 31.436 | 696,25 | 3.833 | 718,80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.063 | 0,02 | 617 | 2,83 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 132.254 | 0,13 | 16.125 | 2,92 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1.714 | 0,18 | 209 | 2,97 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8.460 | 0,02 | 1.010 | 0,70 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 4.740 | 4,45 | 578 | 7,25 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 234.821 | 3,04 | 28.631 | 5,92 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5.114 | 0,02 | 624 | 2,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22.078 | 376,74 | 2.692 | 390,16 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 3.970 | 22,15 | 484 | 25,71 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.392 | 9,93 | 1.145 | 13,03 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 111 | 13 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 8.509 | 0,04 | 1.037 | 2,88 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 118.123 | 3,01 | 14.402 | 5,89 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11.288 | 4,00 | 1.376 | 6,92 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 673 | 82 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 56.623 | 0,20 | 6.903 | 3,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 5.801 | 0,02 | 708 | 2,76 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 17.869 | 0,03 | 2.179 | 2,83 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4.302 | 99,72 | 525 | 105,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.021 | 125 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 20.181 | 2.461 | ||||||
| 2026-05-12 | 13F | Creative Planning | 15.483 | 1,59 | 1.888 | 4,43 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 105 | 13 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3.053 | 0,26 | 372 | 3,05 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 28.653 | 0,02 | 3.494 | 2,83 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1.750 | 213 |
