Kurumsal ve Fon Mülkiyet - Alıcılar
First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fundda yeni pozisyon açan başlıca sahipler arasında şunlar bulunmaktadır: 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, ve Vanguard Advisers Inc .
Bu sayfa, son raporlama döneminde varlıklarını artıran veya yeni pozisyon açan kurumları, fonları ve büyük hissedarları listeleyerek mülkiyet yapısındaki değişiklikleri gösterir. Yeşil satırlar yeni pozisyonları gösterir. Tam işlem geçmişini görmek için simgeye Bağlantıya tıklayınız.
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| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
