Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund include Quadrature Capital Ltd, Creative Capital Management Investments LLC, GAMMA Investing LLC, Hughes Financial Services, LLC, SRS Capital Advisors, Inc., Thurston, Springer, Miller, Herd & Titak, Inc., Mpwm Advisory Solutions, Llc, and AdvisorNet Financial, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Retirement Planning Group | 10,237 | 164.86 | 649 | 191.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 924 | 59 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35,899 | 155.13 | 2,277 | 179.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 15 | 1 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 578 | 0.35 | 37 | 9.09 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | 3 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,265 | 207 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,415 | 217 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 207 | 0.49 | 13 | 18.18 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 20 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 155,176 | 474.26 | 10 | 800.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 3,869 | 245 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,809 | 63.48 | 876 | 79.51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,021 | 6.13 | 65 | 16.36 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,313 | 210 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 73 | 5 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 161 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58,988 | 171.82 | 3,742 | 197.93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,411 | 39.68 | 216 | 54.29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 4,717 | 299 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 269 | 17 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50,000 | 3,172 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,085 | 0.07 | 259 | 9.75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,717 | 21.46 | 172 | 33.33 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 27,357 | 0.48 | 1,736 | 10.09 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 21,279 | 7.84 | 1,232 | -3.45 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 400 | 25 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 3,632 | 238 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42,749 | 11.30 | 2,712 | 22.00 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8,000 | 516 |
