Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF inkluderar Elequin Capital Lp, Foronjy Financial Llc, Raymond James Financial Inc, GWM Advisors LLC, Inspire Advisors, LLC, och Diversified Portfolios, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 712 | 0,15 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18 662 | 351,86 | 895 | 347,50 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 27 148 | 6,68 | 1 302 | 5,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 54 231 | 33,64 | 2 601 | 32,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 787 882 | 9,82 | 37 795 | 8,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 59 653 | 40,88 | 2 862 | 39,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 48 652 | 16,82 | 2 334 | 15,44 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 4 385 | 210 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 11 345 | 3,84 | 544 | 2,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 928 | 31,45 | 428 | 30,09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 188 | 24,17 | 345 | 22,42 | ||||
| 2025-08-14 | 13F | Clg Llc | 7 080 | 62,83 | 340 | 60,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 506 | 19,21 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 911 | 7,38 | 140 | 6,11 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 35 | 2 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 40 752 | 27,78 | 1 955 | 26,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44 463 | 6,54 | 2 133 | 5,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 389 | 319,64 | 67 | 312,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 898 | 1,70 | 43 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 105 477 | 24,81 | 5 060 | 23,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 210 892 | 6,42 | 10 117 | 5,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22 790 | 2,63 | 1 093 | 1,49 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 31 808 | 7,11 | 1 526 | 5,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34 875 | 144,22 | 1 673 | 141,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 386 | 3,46 | 258 | 2,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 88 954 | 171,02 | 4 267 | 167,86 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 23 786 | 60,86 | 1 141 | 59,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 992 | 239 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9 738 | 467 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 4 319 | 0,84 | 207 | 0,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 110 095 | 6,85 | 5 282 | 5,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 269 | 205 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 904 | 17,69 | 3 161 | 16,30 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 282 | 0,36 | 14 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 472 | 0,27 | 71 | −1,41 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 889 | 0,82 | 235 | −0,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 105 | 245 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17 265 | 828 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33 265 | 1 596 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11 875 | 570 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 32 962 | 1 581 | ||||||
| 2025-07-29 | 13F | Citizens Business Bank | 125 718 | 2,15 | 6 031 | 0,94 |
