Mga Batayang Estadistika
| Pemilik Institusional | 102 total, 102 long only, 0 short only, 0 long/short - change of 4.08% MRQ |
| Alokasi Portofolio Rata-rata | 0.0497 % - change of -30.85% MRQ |
| Saham Institusional (Jangka Panjang) | 3,951,019 (ex 13D/G) - change of 0.35MM shares 9.74% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 173,925 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund (US:FEP) memiliki 102 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 3,951,019 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Wealth Enhancement Advisory Services, Llc, Cetera Investment Advisers, UBS Group AG, Vontobel Holding Ltd., Assetmark, Inc, and Advisor Group Holdings, Inc. .
Struktur kepemilikan institusional First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund (NasdaqGM:FEP) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 49.45 / share. Previously, on September 9, 2024, the share price was 37.73 / share. This represents an increase of 31.07% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 16,710 | 100.53 | 799 | 134.71 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 67 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,298 | -7.49 | 205 | 23.49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,700 | 655 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49,954 | -2.28 | 2,388 | 14.37 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,872 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 71,126 | 125.65 | 3,400 | 164.31 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,000 | 150.00 | 95 | 193.75 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,594 | -10.49 | 1,319 | 4.77 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,274 | 13.88 | 156 | 52.94 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 1,463 | 0.00 | 70 | 16.95 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 949 | 0.00 | 45 | 12.50 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 137 | 0.00 | 6 | 25.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 52,435 | -1.08 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 400,245 | 14.25 | 19,132 | 33.76 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23,693 | -0.23 | 1,133 | 16.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48,075 | 3.47 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,853 | 1,296.01 | 184 | 1,572.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 86,063 | 0.10 | 4,114 | 17.18 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 112,037 | 17.48 | 5,355 | 37.55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,505 | 0.00 | 120 | 16.67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 36 | -97.31 | 2 | -98.15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,418 | 116 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 293 | 35.65 | 10 | 25.00 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,913 | -5.59 | 235 | 10.38 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 18,614 | -5.69 | 890 | 10.43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34,754 | 32.94 | 1,661 | 55.67 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 14,238 | -1.15 | 681 | 15.65 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 500 | 0.00 | 24 | 15.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 36,633 | 6.05 | 1,751 | 24.18 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 4,356 | 208 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 18,624 | -1.25 | 1 | |||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,888 | 20.53 | 137 | 38.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 322,328 | 6.24 | 15,407 | 24.38 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 10,544 | -0.14 | 504 | 16.94 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,193 | 12.72 | 296 | 32.14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,075 | 0.00 | 99 | 17.86 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 27,209 | -5.87 | 1,301 | 10.17 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 76 | -24.00 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6,377 | 305 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,477 | 4.32 | 310 | 22.13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30,827 | -1.82 | 1,259 | 11.92 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13,456 | -5.25 | 665 | 14.68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 93,189 | 33.19 | 4,424 | 54.87 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 11,478 | 15.06 | 549 | 34.64 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32,453 | -24.65 | 1,551 | -11.77 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5,994 | 287 | ||||||
| 2025-04-11 | 13F | Pitti Group Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8,647 | 0.00 | 413 | 17.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 800 | 0.00 | 38 | 18.75 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,117 | -46.71 | 1,009 | -37.79 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 6,240 | 298 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,930 | 48.46 | 92 | 73.58 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 16,830 | 687 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,413 | 0.00 | 259 | 16.74 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5,787 | -4.33 | 277 | 12.20 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5,029 | 35.48 | 240 | 58.94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,698 | -30.54 | 750 | -18.66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,670 | 0.00 | 279 | 14.88 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,348 | 1.42 | 351 | 18.98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 160,491 | 118.55 | 7,671 | 155.87 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45,674 | 4,334.37 | 2,183 | 5,097.62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,075 | 51 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 38,663 | 20.77 | 1,848 | 41.39 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 228 | -43.42 | 11 | -37.50 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 356 | 2.01 | 17 | 21.43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 314,552 | -0.27 | 15,036 | 16.76 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2,049 | 1.99 | 98 | 18.29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,477 | 310 | ||||||
| 2025-07-16 | 13F | American National Bank | 101 | 0.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 529,786 | -6.06 | 25,324 | 9.98 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 4,340 | -14.89 | 207 | -0.48 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 259 | -5.47 | 12 | 9.09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 223 | 11 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 152,705 | -0.09 | 7,299 | 16.97 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12,380 | -29.28 | 592 | -17.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,133 | 44.90 | 1,249 | 69.47 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19,391 | 0.42 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16,029 | 16.29 | 766 | 36.30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10,465 | -1.09 | 500 | 15.74 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17,860 | 1 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,017 | -68.24 | 335 | -62.86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 82,026 | 26.78 | 4 | 50.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,056 | 9.59 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,604 | 220 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48,865 | 41.61 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7,165 | -0.95 | 342 | 15.93 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 266,756 | 22.95 | 12,764 | 44.10 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 7,208 | 8.67 | 345 | 27.41 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 30,820 | 1,473 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 173,440 | 20.94 | 8,290 | 41.59 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 14,455 | -6.90 | 691 | 9.16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 25,107 | 2.77 | 1,200 | 20.36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 405 | 1,127.27 | 19 | 1,800.00 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 42,338 | -1.38 | 2,005 | 14.38 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,772 | 0.92 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,098 | 0.00 | 387 | 17.27 | ||||
| 2025-04-29 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20,552 | -18.65 | 982 | -4.75 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 203 | 0.00 | 10 | 12.50 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 114 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 45,035 | 213.09 | 2,153 | 266.61 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 63,242 | 9.77 | 3,002 | 21.05 |
Other Listings
| MX:FEP |
