Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund meliputi Beacon Harbor Wealth Advisors, Inc., WCG Wealth Advisors LLC, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Financial Management Professionals, Inc., Cyndeo Wealth Partners, LLC, Daymark Wealth Partners, Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Element Wealth, LLC, Renaissance Technologies Llc, Blue Capital, Inc., Marshall Wace, Llp, Ergawealth Advisors, Inc., Garden State Investment Advisory Services LLC, Lee Johnson Capital Management, Llc, Global View Capital Management LLC, Perennial Investment Advisors, LLC, Motco, dan Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,111 | 217 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 25,800 | 1,093 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6,395 | 7.90 | 271 | 11.52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 111 | 5 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19,708 | 120.42 | 835 | 128.14 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 14,374 | 609 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4,149 | 11.17 | 176 | 14.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 266,865 | 81.56 | 11,309 | 87.61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 223,276 | 118.81 | 9 | 125.00 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 15,126 | 46.36 | 620 | 56.17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 776,920 | 17.62 | 32,926 | 21.54 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 200 | 8 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9,697 | 40.39 | 411 | 45.23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 161,458 | 615.78 | 6,843 | 639.68 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27,376 | 36.62 | 1,160 | 41.29 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,038 | 7.71 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 541,082 | 16.20 | 22,931 | 20.09 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 15,200 | 5.64 | 644 | 9.15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141,357 | 69.24 | 5,991 | 74.89 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7,121 | 16.99 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 833 | 276.92 | 35 | 288.89 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 367,638 | 15,580 | ||||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 31,427 | 1.68 | 1,331 | 6.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 471 | 20 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 53,564 | 2,380.96 | 2,270 | 2,479.55 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 294,682 | 25.60 | 12,489 | 29.80 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 154,934 | 10.25 | 6,566 | 13.93 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 30,525 | 5.12 | 1,294 | 8.66 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 97,451 | 124.52 | 4,130 | 131.97 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 7,120 | 39.88 | 302 | 44.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 101,390 | 215.43 | 4,297 | 225.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 510,992 | 86.45 | 21,656 | 92.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,487 | 21.28 | 572 | 25.22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135,018 | 37.58 | 6 | 25.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 303,608 | 301.04 | 12,867 | 314.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,443 | 58.74 | 824 | 63.94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12,095 | 63.12 | 510 | 69.44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,778 | 97.02 | 118 | 105.26 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 263,189 | 11,154 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 270,054 | 413.38 | 11,445 | 430.55 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 124,172 | 7.59 | 5,262 | 11.18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,119 | 3.40 | 683 | 6.89 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7,421 | 315 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 24,201 | 6.53 | 1,026 | 10.10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127,120 | 46.96 | 5,388 | 51.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,620,797 | 20.00 | 68,689 | 24.01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 824,969 | 86.01 | 34,962 | 92.23 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 33,154 | 1,405 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41,939 | 4.59 | 1,777 | 8.09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22,268 | 2.39 | 944 | 5.84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,586 | 533 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,589,604 | 49.30 | 67,367 | 54.29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,306 | 0.47 | 225 | 3.70 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 12,108 | 513 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 470,272 | 1.42 | 19,930 | 4.81 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,446 | 104 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,129 | 0.10 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 29,686 | 192.53 | 1,258 | 202.40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,448 | 231 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 13,262 | 4.92 | 562 | 8.49 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,233 | 95 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 31,196 | 8.81 | 1,322 | 12.51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 71,218 | 724.66 | 3 | |||||
| 2025-08-01 | 13F | Motco | 5,000 | 222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,667 | 8.27 | 155 | 12.32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,206 | 20.00 | 51 | 24.39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38,223 | 44.15 | 1,620 | 48.94 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 112,100 | 4,751 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 81,005 | 3,433 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,417 | 230 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 14,696 | 0.29 | 623 | 3.67 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 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 | 108,238 | 2.11 | 4,587 | 5.52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 17,156 | 727 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 20,957 | 1.46 | 888 | 4.84 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2,542 | 0.47 | 108 | 3.88 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,248 | 108.00 | 53 | 136.36 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19,720 | 836 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24,674 | 47.24 | 1,046 | 52.11 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 8,766 | 372 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,359 | 4.68 | 397 | 8.20 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 346 | 15 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43,440 | 16.54 | 1,841 | 20.42 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 52,422 | 6.10 | 2,222 | 110,950.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25,350 | 155.03 | 1,074 | 163.88 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 34,356 | 1,456 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 164,098 | 24.18 | 6,954 | 28.33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25,557 | 1,125 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,537 | 4.99 | 65 | 8.33 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 79,575 | 8.21 | 3,372 | 11.84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 364 | 15 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 15,471 | 656 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 21,800 | 924 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 340,578 | 413.10 | 14 | 600.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 60 | 3 | ||||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 8,296 | 352 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 52,322 | 92.17 | 2,217 | 98.66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59,175 | 39.74 | 2,508 | 44.41 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8,897 | 0.02 | 377 | 3.57 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 21,953 | 930 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10,574 | 14.31 | 448 | 18.21 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 100,169 | 5.12 | 4,245 | 8.65 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21,058 | 6.77 | 892 | 10.40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,756 | 3.96 | 413 | 6.99 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,763 | 244 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11,875 | 503 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 4,435 | 188 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 147,893 | 6,268 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 60 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 328,906 | 40.72 | 13,939 | 45.43 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19,400 | 822 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,753,121 | 38.61 | 116,677 | 43.24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 47,520 | 45.27 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 52,843 | 2,239 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15,284 | 36.75 | 648 | 41.27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,743 | 6.56 | 413 | 10.16 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 18,126 | 1.25 | 768 | 4.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19,829 | 840 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15,739 | 35.06 | 667 | 39.83 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 76,700 | 3,251 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,877 | 0.60 | 546 | 4.01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 192,800 | 25.03 | 8,171 | 29.21 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,493 | 0.20 | 402 | 3.61 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 13,336 | 565 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,210 | 221 |
