Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF inkluderer Legacy Financial Advisors, Inc., Merit Financial Group, LLC, MSH Capital Advisors LLC, Lake Street Financial Llc, Fifth Third Securities, Inc., COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Calton & Associates, Inc., Revisor Wealth Management LLC, Quantinno Capital Management LP, Wood Tarver Financial Group, LLC, Creekmur Asset Management LLC, Nova Wealth Management, Inc., og First Horizon Advisors, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39 513 | 105,68 | 2 619 | 112,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240 105 | 9,76 | 16 | 7,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 623 | 0,07 | 373 | 3,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 43 329 | 0,24 | 2 872 | 3,68 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9 268 | 25,68 | 614 | 30,08 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 184 682 | 18,21 | 12 250 | 22,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 494 | 578,78 | 696 | 602,02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14 297 | 37,75 | 948 | 42,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 137 971 | 0,21 | 406 825 | 3,65 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 26 483 | 15,12 | 1 755 | 19,06 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 23 242 | 12,18 | 1 540 | 16,05 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 17 268 | 3,89 | 1 145 | 7,42 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 38 141 | 6,08 | 2 528 | 9,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 054 | 8,43 | 2 920 | 12,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 728 | 0,41 | 48 | 4,35 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 040 | 201 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 625 | 505 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56 770 | 12,86 | 3 763 | 16,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 464 | 815,99 | 163 | 858,82 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41 250 | 2 734 | ||||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 13 319 | 6,28 | 883 | 9,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 363 387 | 4,56 | 156 645 | 8,15 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4 592 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 13 465 | 55,25 | 892 | 60,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 236 207 | 81,77 | 15 656 | 88,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 170 099 | 8,83 | 11 274 | 9,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 801 | 46,44 | 53 | 51,43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 265 | 126,50 | 18 | 142,86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9 927 | 9,12 | 658 | 12,89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 215 979 | 47,30 | 14 315 | 52,37 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 108 | 660,65 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 108 047 | 32,09 | 7 161 | 36,63 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11 246 | 0,74 | 745 | 4,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 418 | 19,21 | 425 | 23,19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17 782 | 297,45 | 1 179 | 311,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30 707 | 2 035 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 91 696 | 0,62 | 6 078 | 4,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 74 147 | 3,14 | 4 914 | 6,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 549 033 | 29,37 | 168 950 | 33,81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 581 | 10,18 | 237 | 13,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 626 | 4,65 | 240 | 8,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 427 431 | 1,29 | 28 330 | 4,77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 631 | 0,32 | 1 434 | 3,77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 834 | 54,90 | 122 | 61,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 340 | 5,60 | 1 680 | 9,24 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 122 878 | 0,19 | 8 144 | 3,63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 187 | 12 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 7 901 | 10,97 | 524 | 14,69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 76 501 | 9,58 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 129 | 3 125,00 | 9 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 61 952 | 3,37 | 4 106 | 6,93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 858 | 5,16 | 1 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 218 908 | 9,61 | 14 492 | 16,23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9 938 | 189,06 | 659 | 199,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 061 | 11,10 | 70 | 12,90 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 307 223 | 0,98 | 20 363 | 4,45 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 402 | 27 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22 934 | 2,75 | 1 520 | 6,29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 302 | 6,42 | 550 | 10,22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 896 | 2,97 | 788 | 6,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 579 756 | 8,55 | 38 426 | 12,28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 467 | 455,95 | 31 | 500,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12 964 | 2,34 | 859 | 5,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55 304 | 57,66 | 3 666 | 63,11 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3 190 | 211 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 75 620 | 0,14 | 5 012 | 3,60 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 64 285 | 11,24 | 4 261 | 15,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218 598 | 8,10 | 14 485 | 11,76 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36 827 | 16,82 | 2 441 | 20,79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 379 | 24,38 | 1 086 | 28,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 107 543 | 0,37 | 7 128 | 3,80 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 238 | 1,51 | 281 | 4,87 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 135 858 | 0,64 | 9 101 | 5,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 224 | 413 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45 373 | 10,60 | 3 029 | 15,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310 932 | 0,51 | 20 612 | 3,96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79 636 | 4,15 | 5 278 | 7,74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 882 | 52,58 | 854 | 57,67 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 116 591 | 29,85 | 7 699 | 35,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 334 | 11,43 | 4 529 | 15,27 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 53 577 | 204,87 | 3 551 | 215,36 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 189 | 13 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 261 966 | 10,37 | 17 363 | 14,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 134 | 0,75 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25 311 | 20,07 | 1 678 | 27,33 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4 037 | 10,09 | 268 | 14,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35 789 | 46,95 | 2 372 | 48,06 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35 349 | 21,37 | 2 343 | 22,23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 53 779 | 41,00 | 3 564 | 45,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98 714 | 28,17 | 6 543 | 32,56 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50 795 | 8,30 | 3 367 | 12,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 405 | 0,12 | 1 220 | 4,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 673 403 | 45,19 | 44 633 | 50,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 417 461 | 10,57 | 160 161 | 14,31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 20 367 | 7,71 | 1 350 | 11,40 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 5 196 | 344 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 268 | 8,56 | 813 | 12,29 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5 401 | 0,02 | 358 | 3,18 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 11 988 | 6,54 | 795 | 10,12 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 71 719 | 9,40 | 4 754 | 13,17 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7 102 | 26,37 | 471 | 30,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 411 | 11,72 | 3 474 | 15,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 915 | 157,80 | 1 254 | 166,60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29 626 | 19,69 | 1 964 | 23,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85 539 | 8,84 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22 160 | 1 469 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 957 | 0,07 | 196 | 3,70 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5 659 | 374 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 167 359 | 0,71 | 11 093 | 4,17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 407 | 22,25 | 1 087 | 26,40 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5 966 | 11,37 | 395 | 15,16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 79 182 | 1,35 | 5 248 | 4,83 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 659 | 1,69 | 508 | 5,19 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 7 500 | 497 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 25 948 | 610,13 | 1 720 | 634,62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 414 753 | 12,05 | 27 490 | 15,90 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8 496 | 563 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 192 | 344 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 16 965 | 14,21 | 1 124 | 18,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 145 | 21,04 | 76 | 25,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 087 | 6,35 | 801 | 10,03 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 16 182 | 10,59 | 1 073 | 14,41 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24 158 | 1,86 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 192 | 212 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 28 575 | 0,28 | 1 894 | 3,73 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 25 000 | 96,85 | 1 657 | 103,81 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 64 462 | 25,50 | 4 224 | 23,80 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 87 093 | 2,96 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67 929 | 8,12 | 4 502 | 11,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25 735 | 20,49 | 1 706 | 24,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 468 | 0,04 | 495 | 3,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 631 308 | 7,58 | 41 843 | 11,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 786 | 11,29 | 384 | 15,02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7 482 | 10,24 | 469 | 5,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 848 | 104,19 | 918 | 105,61 |
