Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF inkluderer Elequin Capital Lp, Foronjy Financial Llc, Raymond James Financial Inc, GWM Advisors LLC, Inspire Advisors, LLC, og Diversified Portfolios, Inc. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 712 | 0,15 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18 662 | 351,86 | 895 | 347,50 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 27 148 | 6,68 | 1 302 | 5,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 54 231 | 33,64 | 2 601 | 32,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 787 882 | 9,82 | 37 795 | 8,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 59 653 | 40,88 | 2 862 | 39,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 48 652 | 16,82 | 2 334 | 15,44 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 4 385 | 210 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 11 345 | 3,84 | 544 | 2,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 928 | 31,45 | 428 | 30,09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 188 | 24,17 | 345 | 22,42 | ||||
| 2025-08-14 | 13F | Clg Llc | 7 080 | 62,83 | 340 | 60,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 506 | 19,21 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 911 | 7,38 | 140 | 6,11 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 35 | 2 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 40 752 | 27,78 | 1 955 | 26,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44 463 | 6,54 | 2 133 | 5,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 389 | 319,64 | 67 | 312,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 898 | 1,70 | 43 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 105 477 | 24,81 | 5 060 | 23,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 210 892 | 6,42 | 10 117 | 5,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22 790 | 2,63 | 1 093 | 1,49 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 31 808 | 7,11 | 1 526 | 5,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34 875 | 144,22 | 1 673 | 141,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 386 | 3,46 | 258 | 2,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 88 954 | 171,02 | 4 267 | 167,86 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 23 786 | 60,86 | 1 141 | 59,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 992 | 239 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9 738 | 467 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 4 319 | 0,84 | 207 | 0,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 110 095 | 6,85 | 5 282 | 5,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 269 | 205 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 904 | 17,69 | 3 161 | 16,30 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 282 | 0,36 | 14 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 472 | 0,27 | 71 | −1,41 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 889 | 0,82 | 235 | −0,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 105 | 245 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17 265 | 828 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33 265 | 1 596 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11 875 | 570 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 32 962 | 1 581 | ||||||
| 2025-07-29 | 13F | Citizens Business Bank | 125 718 | 2,15 | 6 031 | 0,94 |
