Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund meliputi Jane Street Group, Llc, Certified Advisory Corp, Proactive Wealth Strategies LLC, Creative Planning, Twin Peaks Wealth Advisors, LLC, dan Family Legacy Financial Solutions, LLC .
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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21,947 | 6.24 | 1,747 | 22.87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6,355 | 7.26 | 506 | 22.87 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,532 | 202 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,521 | 678 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27,091 | 26.30 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 11,114 | 48.31 | 884 | 71.65 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 254,884 | 2.84 | 20,284 | 18.95 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10,245 | 13.52 | 815 | 31.45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7,376 | 587 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2,583 | 206 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19,476 | 1,550 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 92 | 7 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36,606 | 6.08 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3,286 | 262 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20,463 | 0.92 | 1,632 | 16.74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 23,000 | 1,830 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,081 | 17.83 | 3,110 | 36.28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 191,383 | 23.53 | 15,230 | 42.88 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4,581 | 4.57 | 313 | -3.99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 17,133 | 208.04 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17,133 | 208.04 | 1,363 | 256.81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 246,143 | 92.76 | 19,588 | 122.97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,956 | 54.66 | 1,031 | 78.99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,214 | 10.75 | 335 | 28.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,804 | 61.41 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 5,179 | 29.64 | 412 | 50.36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 90,998 | 4.31 | 7,242 | 20.66 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 71,129 | 0.04 | 5,660 | 14.37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,163 | 2.33 | 650 | 18.43 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7,352 | 4.88 | 585 | 21.37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 818 | 68 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 10,203 | 2.03 | 812 | 17.88 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58,012 | 8.88 | 4,617 | 25.95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,104 | 484.65 | 406 | 576.67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 143,687 | 5.76 | 11,434 | 22.33 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9,464 | 1 | ||||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 7,878 | 7.73 | 627 | 24.45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,710 | 110.08 | 847 | 138.98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671,362 | 13.40 | 53,427 | 31.17 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,131 | 4.15 | 647 | 20.48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,030 | 8.19 | 321 | 25.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,848 | 147 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 136,207 | 103.76 | 10,840 | 135.70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,193 | 33.83 | 334 | 54.88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,244 | 20.65 | 179 | 40.16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 484 | 3.64 | 39 | 18.75 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 28,100 | 2,236 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131,813 | 0.89 | 10,490 | 16.71 |
