Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF include Tradewinds, LLC., Kestra Private Wealth Services, Llc, Atlantic Union Bankshares Corp, Summit Wealth Partners, LLC, CIBC World Markets Inc., CoreCap Advisors, LLC, Spire Wealth Management, and Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 123,747 | 190.77 | 7,421 | 212.73 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 72,238 | 10.46 | 4,332 | 18.82 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,482 | 98.83 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4,048 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 70 | 4 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,153 | 69 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11,822 | 0.84 | 709 | 8.42 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 13,887 | 5.35 | 833 | 13.20 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 32,434 | 1,945 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 25,194 | 7.78 | 1,511 | 15.89 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8,466 | 0.24 | 508 | 7.87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103,517 | 27.28 | 6,208 | 36.90 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10,009 | 179.58 | 603 | 190.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,041 | 11.82 | 62 | 21.57 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,465 | 388 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 224,895 | 4.39 | 13,487 | 12.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26,031 | 83.18 | 1,561 | 97.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32,098 | 0.02 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 23,146 | 24.52 | 1,389 | 33.98 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 12 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 175,327 | 3.88 | 10,514 | 11.73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,627 | 15.27 | 158 | 23.62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,650 | 399 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20,488 | 1,229 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32,239 | 1,933 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 342 | 21 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 24,000 | 1,121.37 | 1,439 | 1,208.18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,255 | 12.96 | 75 | 22.95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 | 1 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3,413 | 205 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 143,475 | 4.38 | 8,604 | 12.27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 73,205 | 348.15 | 4,390 | 382.42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16,124 | 134.67 | 967 | 152.22 |
