Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VII - First Trust Alternative Absolute Return Strategy ETF inkluderar Balboa Wealth Partners, First Horizon Advisors, Inc., och Mpwm Advisory Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114 657 | 7,84 | 3 190 | 3,74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 170 774 | 4,68 | 4 739 | 0,45 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 96 386 | 138,36 | 2 675 | 128,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 673 | 3,24 | 491 | −0,81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 468 | 318 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 246 012 | 32,80 | 6 773 | 36,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 370 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52 995 | 8,11 | 1 471 | 3,74 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 170 | 11,46 | 226 | 7,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 911 | 69,87 | 53 | 65,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 30 | 2 900,00 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 353 806 | 1,19 | 9 818 | −2,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 287 | 202 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 012 | 1,62 | 278 | −2,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 232 | 6 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 521 | 5,60 | 181 | 1,12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21 805 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61 420 | 48,41 | 1 704 | 42,47 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23 548 | 12,26 | 1 | |||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 141 746 | 17,19 | 3 775 | 10,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 60 237 | 631,65 | 1 672 | 602,10 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 28 180 | 5,20 | 782 | 0,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 26 407 | 0,22 | 733 | −3,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 302 944 | 31,51 | 8 407 | 26,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54 917 | 5,86 | 1 524 | 1,53 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 10 112 | 16,56 | 281 | 12,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 70 852 | 11,19 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 896 | 4,48 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 231 | 34 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16 370 | 25,30 | 454 | 20,42 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 17 080 | 474 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 43 | 330,00 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 300 | 14,60 | 64 | 12,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 18 246 | 2,25 | 523 | 1,36 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 19 298 | 100,12 | 536 | 92,45 |
