Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund incluem Independent Financial Group, Llc, Tsfg, Llc, Viawealth, Llc, Capital Square, LLC, Global View Capital Management LLC, Beto Financial Group, Llc, Morey & Quinn Wealth Partners, LLC, Carter Financial Group, INC., Savant Capital, LLC, Franklin Resources Inc, GAMMA Investing LLC, Main Street Group, LTD, Motiv8 Investments LLC, e SBI Securities Co., Ltd. .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 306,935 | 59.98 | 23,392 | 88.08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2,691 | 205 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 11,404 | 1 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2,848 | 217 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 451,985 | 31.93 | 34,446 | 55.11 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 385,160 | 277.55 | 29,353 | 343.94 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6,585 | 0.46 | 502 | 18.16 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 76,220 | 5,809 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2,668 | 203 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 57,591 | 1.51 | 3,733 | 124,333.33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 648 | 49 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | 15 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1,430 | 21.29 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26,285 | 0.52 | 2,003 | 18.17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 33,208 | 15.23 | 2,531 | 35.44 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2,978 | 227 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 14,566 | 1,171 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 208 | 0.48 | 16 | 15.38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,859 | 42.95 | 218 | 68.22 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 91,310 | 6,959 | ||||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 20,759 | 1,582 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3,353 | 0.24 | 256 | 18.06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 261,884 | 48.75 | 19,958 | 74.89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 39,110 | 124.85 | 2,981 | 164.42 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4,614 | 12.24 | 357 | 20.61 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 13,272 | 0.33 | 1,011 | 17.97 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 42,515 | 34.90 | 3,240 | 58.59 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10,433 | 3.96 | 808 | 24.31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15,949 | 1,215 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28,899 | 2,202 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 750 | 57 | ||||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 2,965 | 226 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7,285 | 58.34 | 555 | 86.24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 3,077 | 247 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 2,732 | 208 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 107 | 8 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 94,909 | 13.98 | 7,234 | 33.99 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 3,234 | 246 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 80 | 0 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 54,059 | 4,120 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 31,051 | 208.78 | 2,366 | 263.44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 133,094 | 140.92 | 10,143 | 183.24 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 4,196 | 320 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4,716 | 1.53 | 359 | 19.27 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4,819 | 26.88 | 367 | 49.19 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 100,311 | 183.04 | 8 | 250.00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 200 | 15 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 3,341 | 267 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 11,013 | 72.43 | 812 | 96.37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 70,138 | 26.97 | 5,345 | 49.30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 57,511 | 37.15 | 4,382 | 61.22 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 782 | 0.13 | 51 | 4.17 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 31 | 2 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15,167 | 5.99 | 1,156 | 24.60 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 7 | 0 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 75,550 | 63.89 | 5,758 | 92.67 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 144 | 0.70 | 11 | 11.11 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 92,910 | 6,870 | ||||||
| 2026-05-12 | 13F | Creative Planning | 8,810 | 0.24 | 671 | 17.93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 78,814 | 18.15 | 6,006 | 38.90 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 101 | 8 | ||||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 3,100 | 236 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 271 | 21 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 12,667 | 965 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 324 | 0.62 | 25 | 20.00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5,620 | 416 |
