Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust Water ETF inkluderar Fortitude Financial, LLC, Modern Wealth Management, LLC, Simon Quick Advisors, Llc, Element Wealth, LLC, Hilltop Holdings Inc., Tactive Advisors, LLC, Merit Financial Group, LLC, Synergy Financial Management, LLC, Armstrong Advisory Group, Inc, Costello Asset Management, INC, Trust Co Of Toledo Na /oh/, RMG Wealth Management LLC, Duncker Streett & Co Inc, Financial Management Professionals, Inc., Mpwm Advisory Solutions, Llc, Newbridge Financial Services Group, Inc., och Rosenberg Matthew Hamilton .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 888 | 26,75 | 1 716 | 35,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 92 285 | 31,81 | 9 965 | 41,31 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 830 | 0,21 | 414 | 7,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 104 437 | 5,49 | 119 257 | 13,10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12 461 | 1,30 | 1 317 | 10,22 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 432 | 0,04 | 587 | 7,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 27 154 | 2,60 | 2 932 | 10,02 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 918 | 2,40 | 423 | 9,87 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2 166 | 0,19 | 234 | 7,37 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16 838 | 5,13 | 1 818 | 12,78 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 39 | 4 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 3 331 | 0,21 | 360 | 7,49 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 163 547 | 2,65 | 17 660 | 10,06 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 39 363 | 0,19 | 4 329 | 16,43 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 628 | 1,28 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 180 413 | 0,98 | 19 481 | 8,27 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 200 | 22 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11 796 | 33,42 | 1 274 | 43,03 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2 710 | 1,12 | 293 | 8,55 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 51 208 | 1,49 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 275 | 2,34 | 246 | 9,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 035 | 0,18 | 544 | 7,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 19 580 | 579,39 | 2 114 | 628,97 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 342 | 11,01 | 3 060 | 19,67 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 123 | 0,23 | 553 | 7,59 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 2 156 | 0,23 | 0 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 5 275 | 36,76 | 1 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 893 | 9,98 | 96 | 31,51 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 100 | 11 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2 671 | 1,14 | 288 | 8,68 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 27 824 | 1,23 | 3 004 | 8,53 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 106 541 | 0,52 | 11 504 | 7,78 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 20 782 | 37,85 | 2 244 | 47,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 872 711 | 3,29 | 94 235 | 10,74 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 19 028 | 5,27 | 2 090 | 18,56 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 886 | 81,59 | 420 | 94,88 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 663 | 2,24 | 1 259 | 9,67 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 576 | 451,05 | 170 | 507,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 421 | 31,50 | 10 526 | 40,99 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 150 | 50,00 | 15 | 50,00 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 22 590 | 0,65 | 2 439 | 7,92 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 2 037 | 0,05 | 220 | 6,83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4 819 | 56,92 | 520 | 68,28 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 16 319 | 1,03 | 1 762 | 8,36 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 200 | 22 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14 838 | 1 602 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 43 309 | 4 676 | ||||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 40 232 | 1,03 | 4 344 | 8,33 | ||||
| 2025-07-17 | 13F | KWB Wealth | 2 528 | 255 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 403 | 22,10 | 907 | 30,88 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 59 | 7,27 | 6 | 20,00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 3 797 | 1,55 | 410 | 8,78 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 705 | 19,90 | 76 | 28,81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 959 | 319 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 119 704 | 1,46 | 12 926 | 8,73 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 64 020 | 64,20 | 6 913 | 76,06 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 16 511 | 0,10 | 1 783 | 7,28 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 967 | 84,75 | 1 076 | 98,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21 613 | 29,37 | 2 334 | 38,70 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 18 007 | 0,60 | 1 978 | 12,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 032 | 2,96 | 3 783 | 10,39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 230 | 19,68 | 527 | 18,20 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 4 878 | 3,61 | 527 | 10,97 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 1 888 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 199 163 | 4,24 | 21 506 | 11,77 | ||||
| 2025-09-24 | 13F | Fortitude Financial, LLC | 47 223 | 2 457 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43 790 | 4,44 | 4 728 | 11,98 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 864 | 7,20 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 394 | 11,64 | 366 | 19,61 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 28 446 | 9,82 | 3 072 | 17,75 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3 469 | 2,75 | 377 | 10,23 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 379 | 0,15 | 149 | 7,25 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 14 | 1 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 816 | 7,20 | 736 | 14,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 603 | 1 037 | ||||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 278 | 0,03 | 362 | 14,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 067 | 47,94 | 655 | 56,70 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 621 | 11,29 | 67 | 19,64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 038 | 2,66 | 868 | 10,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 301 | 3,57 | 1 028 | 13,61 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 112 | 37,86 | 228 | 48,05 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 807 | 0,09 | 735 | 7,46 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12 070 | 4,28 | 1 303 | 11,85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 639 | 225,27 | 2 452 | 249,15 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9 870 | 1,97 | 1 066 | 9,34 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 324 | 5,16 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 19 905 | 517,78 | 2 149 | 563,27 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 9 500 | 26,67 | 1 026 | 35,76 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 447 | 0,22 | 48 | 9,09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17 794 | 0,66 | 1 921 | 7,92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 345 | 42,33 | 145 | 52,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19 880 | 3,25 | 2 147 | 10,68 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 50 | 5 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 361 | 0,15 | 147 | 7,35 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 32 762 | 0,15 | 3 538 | 7,38 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 976 | 2,87 | 1 185 | 10,34 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 200 | 22 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 119 | 0,16 | 337 | 7,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 152 | 0,09 | 124 | 7,83 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15 735 | 0,25 | 1 699 | 7,53 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 730 | 50,45 | 511 | 61,39 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 18 654 | 100,73 | 2 014 | 115,40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 750 | 53,62 | 741 | 67,27 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 10 928 | 2,10 | 1 180 | 9,47 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 232 | 0,09 | 241 | 7,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 469 117 | 5,06 | 50 655 | 12,64 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 1 916 | 207 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 211 978 | 6,39 | 22 890 | 14,07 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 914 | 2,08 | 531 | 10,42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 108 | 0,24 | 228 | 7,58 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 25 689 | 4,46 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 902 | 0,11 | 97 | 7,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 486 | 9,32 | 268 | 18,06 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 203 | 22 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 47 072 | 10,97 | 5 083 | 18,99 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 674 | 1 261 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 350 | 14,71 | 578 | 21,47 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 13 472 | 6,88 | 1 455 | 14,58 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 986 | 12,23 | 1 186 | 20,41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 539 | 35,12 | 166 | 45,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 26 254 | 0,98 | 2 835 | 8,25 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 13 072 | 1 412 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 206 | 0,49 | 22 | 10,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 616 | 69,32 | 1 578 | 81,59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 742 | 6,66 | 1 | |||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 7 526 | 0,08 | 813 | 7,27 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 39 158 | 2,81 | 4 228 | 10,25 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 48 050 | 2,43 | 5 167 | 9,38 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 13 997 | 114,09 | 1 410 | 111,24 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 27 | 3 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 25 | 3 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1 901 | 205 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 488 | 14,21 | 377 | 22,48 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 520 | 0,09 | 380 | 7,34 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 325 | 24,52 | 35 | 34,62 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 11 630 | 4,18 | 1 256 | 11,65 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 251 | 60,90 | 27 | 80,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 59 915 | 0,20 | 6 470 | 7,44 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 890 | 11,85 | 744 | 20,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 35 | 4 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 477 | 0,16 | 267 | 7,23 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 152 | 0,16 | 340 | 7,59 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 605 | 14,23 | 176 | 24,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 698 | 6,92 | 831 | 14,62 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3 485 | 376 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 701 | 4,28 | 616 | 11,82 |
