Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund VII - First Trust Alternative Absolute Return Strategy ETF inkluderer Balboa Wealth Partners, First Horizon Advisors, Inc., og Mpwm Advisory Solutions, Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114 657 | 7,84 | 3 190 | 3,74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 170 774 | 4,68 | 4 739 | 0,45 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 96 386 | 138,36 | 2 675 | 128,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 673 | 3,24 | 491 | −0,81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 468 | 318 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 246 012 | 32,80 | 6 773 | 36,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 370 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52 995 | 8,11 | 1 471 | 3,74 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 170 | 11,46 | 226 | 7,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 911 | 69,87 | 53 | 65,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 30 | 2 900,00 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 353 806 | 1,19 | 9 818 | −2,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 287 | 202 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 012 | 1,62 | 278 | −2,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 232 | 6 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 521 | 5,60 | 181 | 1,12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21 805 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61 420 | 48,41 | 1 704 | 42,47 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23 548 | 12,26 | 1 | |||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 141 746 | 17,19 | 3 775 | 10,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 60 237 | 631,65 | 1 672 | 602,10 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 28 180 | 5,20 | 782 | 0,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 26 407 | 0,22 | 733 | −3,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 302 944 | 31,51 | 8 407 | 26,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54 917 | 5,86 | 1 524 | 1,53 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 10 112 | 16,56 | 281 | 12,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 70 852 | 11,19 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 896 | 4,48 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 231 | 34 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16 370 | 25,30 | 454 | 20,42 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 17 080 | 474 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 43 | 330,00 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 300 | 14,60 | 64 | 12,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 18 246 | 2,25 | 523 | 1,36 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 19 298 | 100,12 | 536 | 92,45 |
