FYC - First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund Ações - Preço das Ações, Propriedade Institucional, Acionistas

First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
MX ˙ BMV ˙ US33737M3007
Estatísticas Básicas
Proprietários Institucionais 156 total, 156 long only, 0 short only, 0 long/short - change of -3.57% MRQ
Alocação Média no Portfólio 0.5457 % - change of 192.79% MRQ
Ações Institucionais (Longas) 6,532,200 (ex 13D/G) - change of -0.12MM shares -6.09% MRQ
Valor Institucional (Longa) $ 618,240 USD ($1000)
Propriedade Institucional e Acionistas

First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (MX:FYC) tem 156 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 6,532,200 ações. Os maiores acionistas incluem LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Morgan Stanley, Cetera Investment Advisers, Bank Of America Corp /de/, Stifel Financial Corp, Envestnet Asset Management Inc, UBS Group AG, and Royal Bank Of Canada .

First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund (BMV:FYC) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2026-04-22 13F Sylvest Advisors, LLC 8,510 1.25 825 2.23
2026-05-14 13F Cwm, Llc 1,042 -5.96 101
2026-05-07 13F Northwestern Mutual Wealth Management Co 60,864 40.47 5,903 41.74
2026-02-12 13F Brueske Advisory Services, LLC 0 -100.00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 18,615 75.78 1,805 77.48
2026-05-04 13F Mml Investors Services, Llc 87,736 31.53 8,509 32.71
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-05-07 13F MONECO Advisors, LLC 13,385 -2.32 1,298 -1.44
2026-05-15 13F Equitable Holdings, Inc. 57,512 2.93 5,528 2.92
2026-04-07 13F Farther Finance Advisors, LLC 580 2,536.36 57 2,700.00
2026-05-14 13F Rockefeller Capital Management L.P. 508 0.00 49 2.08
2026-04-23 13F Vista Investment Partners Ii, Llc 4,551 -82.47 441 -82.32
2026-04-13 13F IFP Advisors, Inc 86,846 -2.22 8,422 -1.34
2026-04-24 13F Keybank National Association/oh 2,497 0.00 242 0.83
2026-05-08 13F Resources Investment Advisors, LLC. 3,751 9.52 364 10.33
2026-05-07 13F Tidemark, LLC 538 52
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 161 0.00 16 0.00
2026-05-08 13F Blair William & Co/il 700 115.38 68 116.13
2026-04-24 13F Wagner Wealth Management, Llc 2,719 0.00 264 0.77
2026-05-11 13F Empirical Asset Management, LLC 15,276 -8.17 1,481 -7.32
2026-04-27 13F Sound Income Strategies, LLC 1,932 -0.10 190 -4.06
2026-04-30 13F Private Trust Co Na 3,123 19.61 303 20.80
2026-05-11 13F Ashton Thomas Private Wealth, LLC 7,660 96.56 743 98.40
2026-05-14 13F Us Bancorp \de\ 15,922 -21.65 1,549 -20.89
2026-05-15 13F Morgan Stanley 394,547 34.52 38,263 35.73
2026-05-11 13F Integrity Advisory Solutions, LLC 97,707 9,476
2026-04-20 13F Greenup Street Wealth Management Llc 40,525 0.03 3,930 0.92
2026-04-24 13F Key FInancial Inc 785 0.00 76 1.33
2026-04-23 13F Cornerstone Wealth Management, LLC 3,211 0.00 311 0.97
2026-04-20 13F Kestra Private Wealth Services, Llc 3,588 -7.72 348 -6.97
2026-05-11 13F Plotkin Financial Advisors, LLC 2,583 0.00 250 0.81
2026-01-29 13F Comerica Bank 5,923 56.03 569 65.41
2026-04-28 13F Golden State Wealth Management, LLC 323 0.00 31 0.00
2026-04-28 13F Stratos Wealth Partners, LTD. 6,776 4.54 657 5.46
2026-04-17 13F Willner & Heller, Llc 9,217 13.64 894 14.63
2026-04-22 13F StoryOne LLC 0 2,248 -1.32
2026-05-05 13F D.a. Davidson & Co. 10,735 1,041
2026-05-08 13F Marshall Investment Management, Llc 25 2
2026-05-08 13F Pnc Financial Services Group, Inc. 92,515 20.51 8,972 21.60
2026-02-06 13F Global Retirement Partners, LLC 1,187 146.78 114 165.12
2026-05-12 13F Jane Street Group, Llc 6,605 -81.21 641 -81.05
2026-05-15 13F Summit Financial, LLC 12,570 1,219
2026-04-03 13F Global Wealth Strategies & Associates 0 -100.00 0
2026-05-06 13F World Equity Group, Inc. 5,973 -3.07 579 -2.20
2026-04-30 13F Kestra Advisory Services, LLC 20,131 13.68 1,952 14.69
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 9,674 249.24 956 245.13
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 0 -100.00 0
2026-02-04 13F 49 Wealth Management, Llc 0 -100.00 0
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 194 19
2026-05-15 13F Two Sigma Investments, Lp 67,700 6,566
2026-04-24 13F Private Advisor Group, LLC 27,078 4.46 2,626 5.42
2026-05-12 13F Independent Advisor Alliance 6,077 589
2026-05-13 13F SRS Capital Advisors, Inc. 44 69.23 4 100.00
2026-04-28 13F Paller Financial Services Inc 31,793 -2.36 3,083 -1.47
2026-05-15 13F Ameriprise Financial Inc 2,694 261
2026-05-18 13F Arkadios Wealth Advisors 2,610 253
2026-05-11 13F Citigroup Inc 65 0.00 6 0.00
2026-04-07 13F Signaturefd, Llc 12 0.00 1 0.00
2026-04-29 13F Clear Point Advisors Inc. 7,753 3.07 752 4.02
2026-05-15 13F Transamerica Financial Advisors, Inc. 68 -26.09 7 -25.00
2026-04-17 13F Stonebridge Financial Group, LLC / MO 3,840 372
2026-05-13 13F/A Jpmorgan Chase & Co 825 85.81 77 80.95
2026-05-04 13F Envestnet Asset Management Inc 185,425 16.55 17,983 17.60
2026-05-15 13F Millennium Management Llc 4,733 459
2026-04-08 13F Eclectic Associates Inc /adv 159,243 3.46 15,442 4.38
2026-04-27 13F Truist Financial Corp 17,199 26.33 1,668 27.45
2026-05-06 13F MTM Investment Management, LLC 15,753 0.00 1,528 0.86
2026-05-14 13F Raymond James Financial Inc 544,962 24.17 52,850 25.28
2026-04-20 13F Independent Wealth Network Inc. 4,896 -47.59 475 -47.16
2026-05-11 13F Wells Fargo & Company/mn 443,572 21.97 43,018 23.06
2026-05-06 13F LPL Financial LLC 1,360,284 14.92 131,920 15.96
2026-05-12 13F Benjamin Edwards Inc 5,234 16.57 511 17.47
2026-05-13 13F Cetera Investment Advisers 289,684 13.60 28,094 14.62
2026-04-22 13F TBH Global Asset Management, LLC 3,468 336
2026-05-06 13F Dunhill Financial, LLC 7,056 0.00 684 0.88
2026-05-08 13F Private Advisory Group LLC 0 -100.00 0
2026-05-13 13F Mariner, LLC 3,045 7.79 295 8.86
2026-04-21 13F Wealth Effects Llc 2,560 0.39 248 1.22
2026-05-13 13F Brinker Capital Investments, LLC 0 -100.00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 2,826 0.00 274 1.11
2026-04-14 13F Prospera Financial Services Inc 4,816 -2.11 467 -1.06
2026-05-15 13F Gateway Wealth Partners, LLC 17,972 105.30 1,743 107.13
2026-05-15 13F Fmr Llc 644 10.09 62 10.71
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 35,891 152.38 3,484 154.98
2026-01-05 13F Chesapeake Asset Management Llc 0 -100.00 0 -100.00
2026-05-12 13F Kingsview Wealth Management, LLC 43,468 -2.34 4,215 -1.47
2026-05-01 13F Mutual Advisors, LLC 0 -100.00 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 258 0.00 25 4.17
2026-04-20 13F Hilton Head Capital Partners, LLC 1 0.00 0
2026-04-17 13F BAM Wealth Management, LLC 2,932 284
2026-04-29 13F Proactive Wealth Strategies LLC 21,809 99.99 2,115 101.81
2026-04-10 13F Financial Partners Group, Inc 2,642 256
2026-05-15 13F Susquehanna International Group, Llp 27,465 2,664
2026-01-26 13F Pursuit Wealth Management LLC 24,013 2,308
2026-04-23 13F Ferguson Shapiro LLC 0 -100.00 0
2026-04-13 13F LexAurum Advisors, LLC 3,987 387
2026-04-22 13F Janney Montgomery Scott LLC 53,085 17.87 5 25.00
2026-04-28 13F Stephens Inc /ar/ 3,946 18.11 383 19.00
2026-05-08 13F Steward Partners Investment Advisory, Llc 37,326 80.84 3,620 82.50
2026-04-29 13F Richmond Investment Services, LLC 146,944 2.70 14,252 3.61
2026-05-11 13F Great Valley Advisor Group, Inc. 2,593 -0.19 251 0.80
2026-04-28 13F Stratos Wealth Advisors, LLC 6,766 656
2026-05-08 13F Russell Investments Group, Ltd. 130 0.00 13 0.00
2026-05-15 13F Integrated Wealth Concepts LLC 49,509 3.71 4,801 4.64
2026-04-29 13F Index Technologies Group LLC 7,968 -1.33 773 -0.52
2026-05-13 13F O'shaughnessy Asset Management, Llc 2,302 0.00 223 0.90
2026-05-15 13F Citadel Advisors Llc 12,711 1,233
2026-05-15 13F Goldman Sachs Group Inc 15,019 1,457
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-05-15 13F Advisory Services Network, LLC 2,122 1.14 206 1.99
2026-05-15 13F Bank Of America Corp /de/ 244,266 21.22 23,689 22.30
2026-02-12 13F Principal Securities, Inc. 0 -100.00 0 -100.00
2026-04-21 13F Echo Wealth Management, LLC 3,440 -23.37 334 -22.74
2026-05-14 13F Baird Financial Group, Inc. 72,917 301.48 7,071 305.21
2026-05-04 13F Geneos Wealth Management Inc. 20,549 41.77 1,993 43.00
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-08 13F HFG Advisors, Inc. 23,128 1.30 2,243 2.19
2026-04-17 13F Certified Advisory Corp 19,637 2.31 1,904 3.25
2026-05-05 13F UBS Group AG 174,614 107.24 16,934 109.11
2026-05-15 13F Keating Financial Advisory Services, Inc. 1,538 0.00 149 1.36
2026-05-07 13F Pacific Sun Financial Corp 2,220 0.00 215 0.94
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 91,307 11.56 9 14.29
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1,650 0.00 0
2026-03-09 13F Lifetime Wealth Management P.C. 31 497
2026-05-01 13F Fifth Third Bancorp 6,147 596
2026-05-14 13F Rhodes Investment Advisors Inc /adv 5,495 52.01 533 53.31
2026-05-01 13F Thrivent Financial For Lutherans 3,512 -15.50 0
2026-04-16 13F XML Financial, LLC 2,400 0.00 233 0.87
2026-05-07 13F Advisor Resource Council 2,165 -53.59 210 -55.63
2026-05-01 13F/A Custom Index Systems, Llc 13,125 -1.23 1,273 -0.39
2026-04-30 13F Waterfront Wealth Inc. 3,755 0.00 364 -5.21
2026-05-15 13F Mercer Global Advisors Inc /adv 2,368 230
2026-04-02 13F Hilltop National Bank 0 -100.00 0
2026-05-14 13F Betterment LLC 8,226 1
2026-05-15 13F Jones Financial Companies Lllp 51,188 73.38 4,842 70.67
2026-04-14 13F Nova Wealth Management, Inc. 11,694 36.56 1,134 37.79
2026-05-04 13F New Wave Wealth Advisors Llc 101,463 -6.36 9,840 -5.52
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 239 0.00 23 4.55
2026-05-11 13F Aptus Capital Advisors, LLC 0 -100.00 0
2026-05-12 13F Ameritas Advisory Services, LLC 2,411 234
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 4,614 39.10 447 40.57
2026-05-05 13F PFG Advisors 3,343 5.32 324 6.23
2026-02-17 13F MGB Wealth Management, LLC 5,050 485
2026-04-07 13F CoreCap Advisors, LLC 489 -50.36 47 -50.00
2026-04-09 13F Wedmont Private Capital 7,624 0.00 781 2.63
2026-04-23 13F Oppenheimer & Co Inc 10,379 0.00 1,007 0.90
2026-05-12 13F Stifel Financial Corp 196,613 858.20 19,068 866.89
2026-05-15 13F Advisor Group Holdings, Inc. 102,487 10.04 9,939 11.03
2026-04-17 13F/A Founders Financial Securities Llc 9,795 -44.22 1,015 -39.89
2026-04-27 13F Moneywise, Inc. 11,990 -5.87 1,163 -5.07
2026-05-04 13F Archer Investment Corp 185 825.00 18 1,600.00
2026-02-02 13F Advisors Preferred, LLC 0 -100.00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 11,665 1,131
2026-05-15 13F Royal Bank Of Canada 171,140 4.38 16,597 5.32
2026-05-04 13F Bedel Financial Consulting, Inc. 77,173 3.67 7,484 4.60
2026-04-02 13F Fulcrum Equity Management 0 -100.00 0
2026-05-13 13F Bank Of Montreal /can/ 128 12
2026-05-11 13F Founders Financial Alliance, LLC 2,080 202
2026-05-19 13F Western Wealth Management, LLC 11,492 4.65 1,114 5.59
2026-05-04 13F Brookwood Investment Group LLC 13,888 41.89 1,347 43.19
2026-05-06 13F Private Wealth Asset Management, LLC 1,084 0.00 105 0.96
2026-05-15 13F IHT Wealth Management, LLC 2,275 3.41 221 4.27
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100.00 0
2026-05-12 13F Colonial Trust Co / SC 196 18
2026-01-29 13F Concurrent Investment Advisors, LLC 99,281 0.65 9,543 6.65
2026-05-13 13F First Trust Advisors Lp 0 -100.00 0
2026-04-29 13F Warner Group LLC 19,069 62.90 1,849 64.36
2026-05-15 13F Change Path, LLC 2,420 235
2026-04-28 13F Belpointe Asset Management LLC 4,091 4.44 397 5.32
2026-04-15 13F City Holding Co 211 0.00 20 0.00
2026-04-21 13F Strategic Equity Management 9,027 -3.70 875 -2.89
2026-04-13 13F Creative Financial Designs Inc /adv 192 19
2026-05-15 13F Harbour Investments, Inc. 25,702 22.46 2,493 23.55
2026-05-15 13F Tower Research Capital LLC (TRC) 8,379 813
2026-04-08 13F First Heartland Consultants, Inc. 2,188 212
2026-05-14 13F Capital Analysts, Inc. 2,425 184.29 0
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US:FYC US$ 113,17
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