Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund incluem Integrity Advisory Solutions, LLC, Pursuit Wealth Management LLC, Betterment LLC, Stratos Wealth Advisors, LLC, Fifth Third Bancorp, MGB Wealth Management, LLC, Stonebridge Financial Group, LLC / MO, TBH Global Asset Management, LLC, BAM Wealth Management, LLC, Financial Partners Group, Inc, Change Path, LLC, Mercer Global Advisors Inc /adv, Colonial Trust Co / SC, Bank Of Montreal /can/, e Lifetime Wealth Management P.C. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone 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 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 60,864 | 40.47 | 5,903 | 41.74 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3,751 | 9.52 | 364 | 10.33 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 538 | 52 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 700 | 115.38 | 68 | 116.13 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5,923 | 56.03 | 569 | 65.41 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 12,570 | 1,219 | ||||||
| 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 | ||||
| 2026-05-08 | 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 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2,694 | 261 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2,610 | 253 | ||||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 7,753 | 3.07 | 752 | 4.02 | ||||
| 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 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 544,962 | 24.17 | 52,850 | 25.28 | ||||
| 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 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 3,045 | 7.79 | 295 | 8.86 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 2,560 | 0.39 | 248 | 1.22 | ||||
| 2026-05-15 | 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 | ||||
| 2026-04-17 | 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 | ||||||
| 2026-04-13 | 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 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6,766 | 656 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 49,509 | 3.71 | 4,801 | 4.64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12,711 | 1,233 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15,019 | 1,457 | ||||||
| 2026-05-15 | 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 | ||||
| 2026-05-14 | 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 | ||||
| 2026-05-08 | 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 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 91,307 | 11.56 | 9 | 14.29 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2,368 | 230 | ||||||
| 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 | ||||
| 2026-05-12 | 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 | ||||||
| 2026-05-12 | 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 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 185 | 825.00 | 18 | 1,600.00 | ||||
| 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 | ||||
| 2026-05-13 | 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 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 2,275 | 3.41 | 221 | 4.27 | ||||
| 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 | ||||
| 2026-04-29 | 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 | ||||
| 2026-04-13 | 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 |
