Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund include Summit Wealth Group Llc / Co, ORG Partners LLC, Twin Peaks Wealth Advisors, LLC, Strategic Wealth Partners, Ltd., RMG Wealth Management LLC, Crews Bank & Trust, Harbor Asset Planning, Inc., Mpwm Advisory Solutions, Llc, and New Millennium Group LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13,473 | 433.58 | 1,397 | 434.87 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33,715 | 6.63 | 3,496 | 6.72 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3,273 | 9.87 | 339 | 10.06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 401 | 17.94 | 42 | 17.14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7,088 | 0.04 | 735 | 0.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,658 | 323.74 | 4,319 | 324.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 601 | 49.88 | 62 | 51.22 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 353 | 37 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6,358 | 0.02 | 659 | 0.15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30,990 | 570.78 | 3,213 | 572.18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16,944 | 81.74 | 1,757 | 83.30 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 526 | 62.85 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,877 | 7.21 | 3,409 | 7.30 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 802 | 0.12 | 83 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,438 | 150 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 943 | 396.32 | 98 | 410.53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,865 | 55.42 | 193 | 55.65 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,979 | 9.31 | 413 | 9.28 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,245 | 0.18 | 233 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 839 | 1.08 | 87 | 1.18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 40 | 11.11 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 677 | 68 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13,479 | 10,268.46 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,648 | 171 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5,675 | 0.05 | 588 | 0.17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2,417 | 251 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 151,419 | 15,699 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,006 | 4.24 | 5 | 0.00 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2,833 | 0.04 | 294 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6,724 | 6.66 | 697 | 6.74 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,757 | 182 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 846 | 1,822.73 | 87 | 2,075.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,660 | 0.03 | 379 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,247 | 3.35 | 544 | 3.62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,204 | 59.12 | 434 | 59.56 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | 6 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,230 | 16.27 | 439 | 16.49 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9,286 | 0.69 | 963 | 0.73 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124,184 | 109.52 | 12,875 | 109.69 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 828 | 3.24 | 86 | 3.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32,875 | 44.52 | 3,408 | 44.65 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,260 | 0.06 | 338 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,723 | 9.93 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,949 | 0.02 | 513 | 0.20 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 121 | 163.04 | 13 | 200.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,897 | 64.29 | 404 | 64.90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,191 | 8.48 | 1,471 | 8.56 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,111 | 114 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,960 | 15.57 | 203 | 21.56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 16 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 934 | 97 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,309 | 2.80 | 654 | 2.99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,290 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,069 | 129.48 | 940 | 129.83 |
