Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust Dow 30 Equal Weight ETF inkluderar Guardian Wealth Advisors, Llc / Nc, Wealth Enhancement Advisory Services, Llc, Atlas Wealth LLC, Arete Wealth Advisors, LLC, O'shaughnessy Asset Management, Llc, och Simplex Trading, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex Trading, Llc | 150 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 794 680 | 0,83 | 30 460 | 6,70 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33 411 | 49,22 | 1 281 | 57,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 017 | 2,93 | 499 | 8,73 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 78 258 | 3 000 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 222 | 8,92 | 315 | 15,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 628 | 8,83 | 407 | 15,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 189 856 | 14,05 | 7 277 | 20,68 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 5 419 | 210 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23 982 | 249,29 | 919 | 270,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 558 824 | 78,60 | 21 420 | 88,98 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 319 | 9,95 | 396 | 16,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 164 622 | 68,01 | 6 310 | 77,77 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 227 | 3,49 | 699 | 9,40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 52 609 | 0,57 | 2 017 | 6,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 220 | 242 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 160 233 | 9,00 | 6 142 | 15,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80 651 | 4,67 | 3 091 | 10,75 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 234 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67 802 | 1,98 | 2 599 | 7,89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 540 | 2,17 | 481 | 8,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 48 671 | 1 866 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 15 946 | 0,57 | 611 | 6,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 26 807 | 140,36 | 1 028 | 154,21 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 79 091 | 1,87 | 3 002 | 9,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210 145 | 3,91 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 338 | 13 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 40 194 | 1,21 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 94 118 | 3 608 |
