Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund inkluderer Balboa Wealth Partners, Traction Financial Partners, LLC, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 1 010 | 2,23 | 49 | 4,35 | ||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 32 952 | 93,35 | 1 520 | 87,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 555 | 16,48 | 613 | 10,67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 059 | 455 | ||||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 88 570 | 24,68 | 3 979 | 19,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 840 | 13,69 | 128 | 8,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84 423 | 26,58 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 936 | 10,35 | 223 | 8,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 343 667 | 4,71 | 15 537 | 2,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 578 | 2,91 | 433 | 0,93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 422 315 | 2,43 | 19 093 | 0,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 70 037 | 48,50 | 3 166 | 45,56 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 183 998 | 31,99 | 8 241 | 29,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 173 | 94,07 | 143 | 90,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 543 | 25 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 405 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 14 755 | 8,68 | 667 | 6,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 124 | 60,57 | 51 | 56,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 16 | 77,78 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 33 971 | 5,35 | 1 536 | 3,23 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23 824 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 912 | 8,44 | 358 | 6,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46 179 | 0,91 | 2 088 | −1,09 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 186 243 | 5,43 | 8 420 | 3,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118 949 | 389,32 | 5 | 400,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 | 3 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13 288 | 4,36 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10 098 | 100,16 | 457 | 96,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 105 626 | 4,48 | 4 775 | 2,42 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 23 262 | 8,25 | 1 090 | 9,89 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9 681 | 24,59 | 438 | 22,07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 14 671 | 7,25 | 663 | 5,24 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11 387 | 3,20 | 515 | 1,18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58 368 | 137,83 | 2 639 | 133,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28 134 | 111,30 | 1 272 | 107,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 583 | 2,14 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 65 166 | 7,91 | 2 946 | 5,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 544 | 251 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41 892 | 330,15 | 1 894 | 321,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 417 | 21,42 | 381 | 19,12 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11 427 | 15,03 | 517 | 12,66 |
