Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund eröffnet haben, gehören Anderson Financial Strategies, LLC, Pursuit Wealth Management LLC, Barnes Pettey Financial Advisors, Llc, Mercer Global Advisors Inc /adv, Fifth Third Bancorp, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Advisor OS, LLC, O'shaughnessy Asset Management, Llc, Bank Of Montreal /can/, Western Wealth Management, LLC, Golden State Equity Partners, Ubs Asset Management Americas Inc, und Vanguard Advisers 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 36.401 | 1,21 | 3.294 | 0,43 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 410.773 | 4,82 | 37.170 | 4,00 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 14.856 | 1.355 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.756 | 249 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 5.646 | 91,58 | 511 | 90,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5.500 | 498 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 5.370 | 4,27 | 490 | 3,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25.854 | 17,38 | 2.357 | 17,33 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 36.278 | 19,41 | 3.283 | 18,48 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 18.793 | 1,33 | 1.701 | 0,53 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6.780 | 19,35 | 614 | 18,34 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 783 | 71 | ||||||
| 2026-05-12 | 13F | Creative Planning | 6.252 | 0,11 | 566 | -0,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 8.153 | 1,89 | 738 | 1,10 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.047 | 21,93 | 276 | 21,15 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11.352 | 5,32 | 1.035 | 4,86 | ||||
| 2026-05-15 | 13F | Anderson Financial Strategies, LLC | 31.929 | 3.278 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 2.650 | 240 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16.889 | 271,11 | 1.528 | 268,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10.494 | 77,32 | 950 | 76,07 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10 | 1 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3.471 | 16,87 | 314 | 30,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11.434 | 1.035 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 135.212 | 309,85 | 12 | 300,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 6.630 | 26,58 | 600 | 25,58 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 743 | 32,68 | 67 | 31,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3.116 | 282 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 11.586 | 1.048 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 23.264 | 15,00 | 2.058 | 11,61 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.913 | 8,37 | 663 | 14,11 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 14.245 | 1.289 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.876 | 3,34 | 260 | 2,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 108.806 | 3,49 | 9.845 | 2,69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 203.124 | 208,90 | 18.380 | 206,54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 602.084 | 3,09 | 54.481 | 2,29 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 814.464 | 12,07 | 73.698 | 11,20 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 39 | 4 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 69.221 | 18,58 | 6.265 | 17,67 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 310 | 28 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5.384 | 0,73 | 487 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 50.784 | 0,82 | 4.596 | 0,04 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 177.035 | 91,00 | 16.019 | 89,53 | ||||
| 2026-04-21 | 13F | Worthington Financial Partners, LLC | 16.875 | 3,10 | 1.527 | 2,28 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 629 | 57 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.096 | 190 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.852 | 107,01 | 620 | 105,98 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 420 | 38 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 19.004 | 4,81 | 1.720 | 3,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 58 | 5 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.599 | 16,13 | 326 | 15,25 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.141 | 103 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 5.562 | 3,75 | 503 | 3,07 |
