Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund inkluderar Forefront Wealth Partners, LLC, Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Atlantic Union Bankshares Corp, Hazlett, Burt & Watson, Inc., Harbor Asset Planning, Inc., och Private Wealth Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 483 | 236,54 | 1 657 | 81,58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 984 | 2,98 | 1 449 | −2,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 290 | 692 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 486 | 80 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 733 | 16,00 | 441 | 10,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 339 | 4,20 | 216 | −1,38 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 206 | 2,00 | 865 | 6,27 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7 076 | 8,06 | 1 142 | 2,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 767 | 1,21 | 930 | −4,02 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1 599 | 3,23 | 263 | 11,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55 052 | 37,10 | 8 882 | 30,03 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 70 | 250,00 | 11 | 266,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 001 | 56,45 | 323 | 48,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 38 091 | 29,47 | 6 145 | 22,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 416 | 4,92 | 7 327 | −0,50 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 3 115 | 507 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 677 | 18,57 | 593 | 12,52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 481 | 9,95 | 884 | 4,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 350,00 | 1 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5 897 | 11,24 | 951 | 5,55 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 28 242 | 17,24 | 4 556 | 11,18 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 1 500 | 242 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28 270 | 1,37 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 120 485 | 4,28 | 19 438 | −1,11 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 17 922 | 209,48 | 2 891 | 193,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 773 | 2,01 | 1 769 | −1,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 89 | 14 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 45 234 | 12,81 | 7 298 | 6,98 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 127 | 1,85 | 988 | −3,42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 039 | 12,86 | 1 297 | 7,02 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 537 | 1,10 | 893 | −4,08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 134 | 57,37 | 344 | 49,57 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 3 831 | 1,73 | 618 | −3,44 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 767 | 138,53 | 1 092 | 133,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 956 | 0,81 | 961 | −1,13 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 30 | 5 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 134 | 4,14 | 1 312 | −1,20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 839 | 14,93 | 135 | 11,57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 621 | 3,84 | 262 | −1,51 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 165 | 349 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 600 | 8,33 | 419 | 2,70 | |||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 546 | 67,48 | 88 | 60,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 193 773 | 5,42 | 31 261 | −0,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 275 | 5,44 | 1 335 | 3,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 993 | 19,50 | 967 | 20,15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 77 | 12 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 45 577 | 7,91 | 7 353 | 2,34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 762 | 12,55 | 1 091 | 6,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 8,21 | 57 | 1,79 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 1 276 | 0,39 | 206 | −5,09 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2 907 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 300 | 9,22 | 1 178 | 3,61 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 26 710 | 4 309 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 16 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 751 | 9,52 | 928 | 3,81 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 526 | 1 537 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 113 019 | 1,84 | 18 233 | −3,42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42 030 | 39,53 | 6 781 | 32,32 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4 468 | 3,00 | 721 | −2,31 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28 808 | 40,50 | 4 648 | 33,23 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 663 | 14,78 | 430 | 8,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 746 | 5,12 | 282 | −0,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 366 | 0,29 | 220 | −4,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18 275 | 24,91 | 2 948 | 18,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 578 | 11,32 | 900 | 5,52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0 | ||||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 781 | 2,20 | 771 | −3,02 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 5 658 | 1,89 | 943 | 9,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 051 | 8,04 | 1 299 | 2,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 725 | 116,61 | 440 | 105,14 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 473 | 22,35 | 722 | 15,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14 900 | 28,45 | 2 404 | 21,79 | |||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8 393 | 0,79 | 1 355 | −4,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48 655 | 1 551,00 | 7 850 | 1 466,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 338 | 13,77 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 90 | 5,88 | 15 | 0,00 |
