Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund incluem Nilsine Partners, LLC, Ethos Financial Group, LLC, Element Wealth, LLC, Global View Capital Management LLC, CI Private Wealth, LLC, XTX Topco Ltd, Merkkuri Wealth Advisors LLC, Western Wealth Management, LLC, Mosley Wealth Management, e BlackRock, Inc. .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Element Wealth, LLC | 44,718 | 1,004 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 35,366 | 0.34 | 582 | 0.34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,604,478 | 41.07 | 36,037 | 92.39 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 107,345 | 5.28 | 2,411 | 43.54 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 241,040 | 600.13 | 10,191 | 1,697.18 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 7,559 | 0.37 | 170 | 36.29 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 649,026 | 3,541.92 | 14,577 | 4,875.09 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 34,154 | 3.09 | 767 | 40.73 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 564,138 | 39.02 | 12,671 | 89.59 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 154,367 | 3,467 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12,034 | 0.02 | 270 | 36.36 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 111,291 | 2,220.98 | 2,500 | 3,103.85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,009 | 23 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 60 | 1 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 29,596 | 665 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13,640 | 306 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12,072 | 19.79 | 271 | 64.24 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 621 | 0.32 | 14 | 30.00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 15,800 | 355 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 43,383 | 0.37 | 974 | 36.99 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13,872 | 312 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 9,991 | 224 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8,486 | 0.30 | 191 | 36.69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,841,391 | 58.73 | 63,818 | 116.45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 107,794 | 37.83 | 2 | 100.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 194,113 | 109.47 | 4,360 | 185.65 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 94,707 | 2,127 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 285,046 | 67.09 | 6,402 | 127.91 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 49,595 | 1,114 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 30 | 1 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 977 | 0.41 | 22 | 31.25 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 80 | 2 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 251,057 | 2,201.16 | 5,639 | 3,049.72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 563,276 | 46.64 | 12,651 | 99.98 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 30,862 | 693 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,518 | 0.33 | 34 | 41.67 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 26,463 | 594 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3,852 | 87 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 32,616 | 733 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 102,925 | 0.18 | 2,312 | 36.58 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 19,832 | 458.81 | 445 | 667.24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 48,486 | 20.94 | 1,089 | 64.85 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 600 | 10 | ||||||
| 2026-04-06 | 13F | CX Institutional | 441 | 0.23 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,206 | 88.04 | 72 | 157.14 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 11,217 | 252 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 19,955 | 448 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 59,354 | 228,184.62 | 1,333 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 46,018 | 1.86 | 1,034 | 38.84 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 640,121 | 69.44 | 14,377 | 131.07 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 44,704 | 974 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 325,290 | 131.24 | 7,306 | 215.46 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 64,682 | 1,453 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 29,058 | 14.94 | 674 | 61.78 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 209 | 5 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 38,107 | 2.15 | 856 | 39.25 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 | 0 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 45,104 | 949.17 | 1,013 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 660,279 | 14,830 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 350,990 | 300.66 | 8 | 600.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 110,027 | 105.73 | 2,471 | 180.80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2,618 | 0.08 | 59 | 34.88 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 939,896 | 20,198 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 89,713 | 148.33 | 2,015 | 239.23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 11,211 | 264.23 | 255 | 410.00 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 58,397 | 1,312 | ||||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 28,487 | 640 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 51,123 | 5.53 | 1,148 | 44.04 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 145 | 4,733.33 | 3 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 375 | 8 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,429,176 | 14.70 | 32,099 | 56.42 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5,789 | 0.07 | 130 | 36.84 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 357,491 | 8,140 | ||||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 0 | 0 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 24,705 | 25 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 112,966 | 11.89 | 2,537 | 52.65 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 10,900 | 3.81 | 245 | 41.86 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 28,974 | 100.69 | 651 | 174.26 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 223,025 | 5,009 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4,625 | 104 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 64,674 | 78.15 | 1,453 | 143.22 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 29,937,777 | 672,402 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 101 | 2 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 28,426 | 4.25 | 1 | |||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2,377 | 0.38 | 53 | 35.90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3,575 | 53.37 | 78 | 97.44 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14,802 | 4.44 | 332 | 42.49 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 39,542 | 888 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 6,309 | 0.25 | 142 | 36.89 |
