Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF inkluderar Almanack Investment Partners, LLC., Coastal Investment Advisors, Inc., Perigon Wealth Management, LLC, Elequin Capital Lp, och Transce3nd, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24 413 | 705 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44 417 | 108,76 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 13 586 | 1,28 | 392 | 8,89 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 932 | 1 680,51 | 142 | 1 928,57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 836 | 0,03 | 111 | 6,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 783 696 | 144,71 | 22 633 | 162,84 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43 344 | 3,15 | 1 203 | 7,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116 650 | 81,27 | 3 368 | 92,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 32 657 | 943 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 43 439 | 9,48 | 1 255 | 17,64 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 167 068 | 4 825 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 | 900,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 404 | 184,51 | 12 | 266,67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 519 | 44 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 517 | 1,97 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8 642 | 250 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137 952 | 1 318,24 | 3 984 | 1 426,44 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 054 | 80,17 | 30 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 44 897 | 30 863,45 | 1 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 431 | 243 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 72 667 | 466,60 | 2 099 | 509,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 759 | 4 293,63 | 657 | 4 953,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 931 | 364,88 | 1 009 | 399,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 202 | 121 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 217 192 | 399,23 | 6 273 | 436,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | 6 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 52 480 | 1 516 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 954 | 100,68 | 721 | 115,57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 21 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 749 | 6,59 | 368 | 14,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58 302 | 22,97 | 1 684 | 32,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 512 | 15 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 292 703 | 14,58 | 8 453 | 23,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 654 | 2,95 | 283 | 11,90 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 291 | 1,39 | 8 | 14,29 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9 855 | 285 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6 096 | 176 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109 196 | 242,88 | 3 154 | 268,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 75 538 | 21,81 | 2 182 | 30,83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 101 | 9,66 | 32 | 19,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 255 522 | 115,13 | 36 260 | 131,05 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 848 | 284 |
