Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF inkluderar Pure Financial Advisors, Inc., Quadrature Capital Ltd, Gts Securities Llc, CI Private Wealth, LLC, Stonehaven Wealth & Tax Solutions, Llc, Evolution Wealth Management Inc., Rossby Financial, LCC, och Creekmur 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27 596 | 0,04 | 1 375 | −1,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 190 | 259 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 75 507 | 5,37 | 3 762 | 4,10 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 210 | 4,94 | 60 | 3,45 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 532 | 27 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 349 793 | 6,64 | 17 427 | 5,37 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 158 668 | 3,04 | 7 905 | 1,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30 995 | 0,87 | 1 544 | −0,32 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 124 613 | 0,29 | 6 212 | 0,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18 242 | 4,88 | 909 | 3,53 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 24 547 | 0,02 | 1 224 | −1,05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 349 | 0,42 | 366 | −0,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 059 263 | 2,68 | 152 412 | 1,46 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 212 000 | 0,70 | 10 562 | −0,51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 182 | 1,11 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 92 | 5 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11 453 | 1,92 | 569 | 1,97 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 836 330 | 30,84 | 41 666 | 29,28 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4 914 | 11,33 | 245 | 9,91 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 659 | 1,91 | 1 278 | 0,71 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 399 | 0,76 | 20 | 0,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 50 561 | 2,09 | 2 521 | 3,19 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 85 286 | 396,14 | 4 214 | 386,49 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 4 600 | 229 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 111 521 | 30,57 | 5 556 | 29,01 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 711 979 | 9,62 | 35 471 | 8,31 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 52 125 | 4,05 | 2 597 | 2,81 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 9 646 | 481 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24 272 | 1 209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 41 897 | 0,13 | 2 087 | −1,04 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 347 312 | 83,25 | 17 303 | 81,07 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 23 634 | 0,29 | 1 177 | −0,93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21 318 | 6,35 | 1 062 | 5,15 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 41 822 | 2,29 | 2 084 | 1,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 837 | 200,00 | 640 | 197,21 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 73 267 | 29,15 | 3 650 | 27,62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 243 | 560 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 54 637 | 55,66 | 2 718 | 51,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 366 | 1 908,82 | 68 | 2 166,67 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 214 457 | 1,61 | 10 684 | 0,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 234 | 609 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 255 039 | 37,02 | 12 706 | 35,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4 139 | 0,85 | 206 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 382 | 8,51 | 717 | 7,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 371 440 | 13,56 | 18 505 | 12,21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 830 | 0,76 | 789 | −0,51 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 911 | 0,96 | 444 | −0,45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 336 696 | 4,55 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 041 | 1,17 | 52 | 2,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 8 798 | 438 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19 471 | 20,25 | 970 | 18,87 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 66 | 3 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 9 853 | 1,83 | 491 | 0,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 148 | 306 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 61 466 | 0,35 | 3 063 | −0,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 108 209 | 15,74 | 5 383 | 14,34 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 161 | 805 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 96 682 | 24,49 | 4 817 | 25,12 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 33 989 | 27,06 | 1 693 | 25,59 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 10 485 | 0,86 | 522 | −0,38 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 15 994 | 0,70 | 797 | −0,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 368 042 | 3,63 | 18 336 | 2,39 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8 943 | 2,11 | 446 | 0,91 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 552 | 18,70 | 127 | 17,59 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 58 234 | 1,02 | 2 901 | −0,17 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 22 779 | 0,49 | 1 135 | −0,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 259 | 5,12 | 1 607 | 3,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 839 | 19,58 | 3 430 | 18,16 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 22 134 | 3,34 | 1 103 | 2,13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 796 | 45,49 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 180 | 9 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 777 726 | 1,74 | 88 566 | 0,52 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 4 683 | 0,47 | 233 | −0,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 553 919 | 29,99 | 27 596 | 28,44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 38 617 | 1,24 | 1 924 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20 079 | 19,89 | 1 000 | 18,48 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 27 931 | 1,83 | 1 392 | 2,51 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 212 365 | 3,24 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 30 260 | 0,82 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78 636 | 3 918 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 89 402 | 1,84 | 4 454 | 0,63 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 56 099 | 0,75 | 2 795 | −0,46 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 106 677 | 11,21 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 10 762 | 0,75 | 537 | 1,52 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4 949 | 247 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 191 423 | 2,95 | 59 357 | 1,72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 47 335 | 69,23 | 2 358 | 67,23 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 314 | 0,56 | 215 | −0,93 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 644 | 10,12 | 630 | 8,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 741 | 0,35 | 634 | −0,94 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 57 611 | 35,04 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 129 347 | 0,09 | 6 444 | −1,10 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 383 | 0,86 | 268 | −0,37 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 033 | 0,42 | 1 247 | −0,72 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 229 | 310 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53 979 | 9,92 | 2 689 | 8,60 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6 418 | 8,28 | 320 | 7,05 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 6 408 | 18,62 | 319 | 17,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 389 686 | 1,39 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7 549 | 376 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 190 | 0,02 | 408 | −0,97 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 638 | 231 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11 409 | 42,33 | 568 | 42,71 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 609 | 0,54 | 429 | −0,70 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 8 902 | 443 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 320 | 19,65 | 1 112 | 18,19 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5 084 | 0,87 | 253 | −0,39 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4 563 | 0,55 | 227 | −0,44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45 102 | 4,62 | 2 247 | 3,41 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8 219 | 409 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 22 500 | 7,14 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 317 | 1,44 | 962 | 0,21 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 53 888 | 4,28 | 2 685 | 3,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 468 324 | 0,61 | 23 332 | −0,58 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 66 717 | 10,49 | 3 324 | 9,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 551 | 27 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 510 | 125 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 293 | 563 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 87 792 | 69,81 | 4 374 | 67,81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 256 842 | 15,16 | 12 796 | 13,78 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35 150 | 5,08 | 1 751 | 3,86 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 123 313 | 5,63 | 6 143 | 4,37 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12 650 | 13,59 | 630 | 12,30 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 68 359 | 4,75 | 3 406 | 3,49 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 13 715 | 0,62 | 684 | 1,49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 704 | 1 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 7 252 | 361 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 803 | 41,98 | 588 | 40,33 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13 149 | 2,67 | 655 | 1,55 |
