Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund inkluderer Forefront Wealth Partners, LLC, Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Atlantic Union Bankshares Corp, Hazlett, Burt & Watson, Inc., Harbor Asset Planning, Inc., og Private Wealth Asset Management, 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.
Oppgraderfor å låse opp premiumdata.
Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 483 | 236,54 | 1 657 | 81,58 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 984 | 2,98 | 1 449 | −2,36 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 290 | 692 | ||||||
2025-07-23 | 13F | RMG Wealth Management LLC | 486 | 80 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 733 | 16,00 | 441 | 10,00 | ||||
2025-08-14 | 13F | Comerica Bank | 1 339 | 4,20 | 216 | −1,38 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 5 206 | 2,00 | 865 | 6,27 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7 076 | 8,06 | 1 142 | 2,52 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5 767 | 1,21 | 930 | −4,02 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 1 599 | 3,23 | 263 | 11,49 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 55 052 | 37,10 | 8 882 | 30,03 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 70 | 250,00 | 11 | 266,67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2 001 | 56,45 | 323 | 48,39 | ||||
2025-08-04 | 13F | Assetmark, Inc | 38 091 | 29,47 | 6 145 | 22,80 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 45 416 | 4,92 | 7 327 | −0,50 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 3 115 | 507 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 677 | 18,57 | 593 | 12,52 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5 481 | 9,95 | 884 | 4,37 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 350,00 | 1 | |||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 5 897 | 11,24 | 951 | 5,55 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 28 242 | 17,24 | 4 556 | 11,18 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 1 500 | 242 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 28 270 | 1,37 | 5 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 120 485 | 4,28 | 19 438 | −1,11 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 17 922 | 209,48 | 2 891 | 193,50 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 773 | 2,01 | 1 769 | −1,50 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 89 | 14 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 45 234 | 12,81 | 7 298 | 6,98 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 127 | 1,85 | 988 | −3,42 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8 039 | 12,86 | 1 297 | 7,02 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 537 | 1,10 | 893 | −4,08 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 2 134 | 57,37 | 344 | 49,57 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 3 831 | 1,73 | 618 | −3,44 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 767 | 138,53 | 1 092 | 133,62 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 956 | 0,81 | 961 | −1,13 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 30 | 5 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 134 | 4,14 | 1 312 | −1,20 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 839 | 14,93 | 135 | 11,57 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 621 | 3,84 | 262 | −1,51 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 165 | 349 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 600 | 8,33 | 419 | 2,70 | |||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 546 | 67,48 | 88 | 60,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193 773 | 5,42 | 31 261 | −0,03 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 8 275 | 5,44 | 1 335 | 3,17 | ||||
2025-08-07 | 13F | Allworth Financial LP | 5 993 | 19,50 | 967 | 20,15 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 77 | 12 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 45 577 | 7,91 | 7 353 | 2,34 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 762 | 12,55 | 1 091 | 6,65 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 8,21 | 57 | 1,79 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 1 276 | 0,39 | 206 | −5,09 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 2 907 | 0 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7 300 | 9,22 | 1 178 | 3,61 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 26 710 | 4 309 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 16 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 751 | 9,52 | 928 | 3,81 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9 526 | 1 537 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 113 019 | 1,84 | 18 233 | −3,42 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 42 030 | 39,53 | 6 781 | 32,32 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 4 468 | 3,00 | 721 | −2,31 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 28 808 | 40,50 | 4 648 | 33,23 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 2 663 | 14,78 | 430 | 8,88 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 746 | 5,12 | 282 | −0,35 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 366 | 0,29 | 220 | −4,76 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 18 275 | 24,91 | 2 948 | 18,49 | ||||
2025-08-04 | 13F | Atria Investments Llc | 5 578 | 11,32 | 900 | 5,52 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0 | ||||||
2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 781 | 2,20 | 771 | −3,02 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 5 658 | 1,89 | 943 | 9,03 | ||||
2025-08-12 | 13F | MAI Capital Management | 8 051 | 8,04 | 1 299 | 2,45 | ||||
2025-08-14 | 13F | Mariner, LLC | 2 725 | 116,61 | 440 | 105,14 | ||||
2025-08-08 | 13F | Creative Planning | 4 473 | 22,35 | 722 | 15,92 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14 900 | 28,45 | 2 404 | 21,79 | |||
2025-08-13 | 13F | First Trust Advisors Lp | 8 393 | 0,79 | 1 355 | −4,45 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 48 655 | 1 551,00 | 7 850 | 1 466,67 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 338 | 13,77 | 6 | 0,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 90 | 5,88 | 15 | 0,00 |