Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund inkluderar Novem Group, Pacific Excel Wealth Advisors, Inc., Golden State Equity Partners, My Portfolio Guide, LLC, Gilpin Wealth Management, Llc, Western Wealth Management, LLC, International Assets Investment Management, Llc, och Strive Financial Group ,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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 585 199 | 17,72 | 29 623 | 26,65 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 122 550 | 4,83 | 6 205 | 12,80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36 611 | 85,74 | 1 853 | 99,89 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 216 985 | 1,13 | 10 984 | 8,80 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 27 521 | 14,00 | 1 393 | 19,67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111 290 | 5,17 | 6 | 25,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3 887 | 183 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 19 241 | 3,18 | 974 | 10,95 | ||||
| 2026-04-10 | 13F | Novem Group | 7 622 | 386 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 202 365 | 30,12 | 10 244 | 39,99 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34 306 | 139,82 | 1 614 | 131,90 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11 719 | 3,29 | 593 | 11,26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 356 838 | 7,94 | 18 063 | 16,13 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 84 933 | 119,35 | 4 299 | 136,08 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 6 078 | 0,43 | 308 | 8,10 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34 955 | 31,43 | 1 769 | 41,41 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7 702 | 1,80 | 390 | 9,58 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 103 | 5 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 75 198 | 26,27 | 3 806 | 35,88 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 5 803 | 4,84 | 294 | 12,69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 150 | 8 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 54 889 | 3,37 | 2 778 | 11,21 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 21 378 | 0,05 | 1 082 | 7,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25 265 | 2,45 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 4 479 | 0,38 | 227 | 8,13 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5 160 | 2,26 | 261 | 10,13 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 850 | 38,44 | 43 | 53,57 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 12 445 | 4,38 | 630 | 12,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7 238 | 366 | ||||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 312 052 | 19,56 | 15 796 | 28,63 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 216 | 11 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 8 430 | 3,30 | 427 | 11,23 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 4 000 | 202 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 107 | 5 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4 476 | 18,07 | 227 | 27,53 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 12 562 | 4,37 | 636 | 12,19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 495 | 78,70 | 25 | 92,31 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14 746 | 5,33 | 746 | 13,37 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11 198 | 3,80 | 567 | 11,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 78 413 | 56,03 | 3 969 | 67,89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 37 397 | 4,22 | 1 893 | 12,14 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 187 574 | 2,90 | 9 495 | 10,70 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 488 | 1,67 | 25 | 9,09 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 740 | 37 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7 453 | 16,33 | 377 | 25,25 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 389 | 121 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4 876 | 247 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 60 076 | 16,59 | 3 041 | 25,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 208 142 | 20,75 | 11 | 25,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 23 031 | 0,08 | 1 166 | 7,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 177 412 | 255,24 | 8 981 | 282,29 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 916 | 47,05 | 97 | 57,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15 146 | 767 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 325 | 67 |
