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 Balboa Wealth Partners, Traction Financial Partners, LLC, och Mpwm Advisory Solutions, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 1 010 | 2,23 | 49 | 4,35 | ||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 32 952 | 93,35 | 1 520 | 87,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 555 | 16,48 | 613 | 10,67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 059 | 455 | ||||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 88 570 | 24,68 | 3 979 | 19,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 840 | 13,69 | 128 | 8,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84 423 | 26,58 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 936 | 10,35 | 223 | 8,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 343 667 | 4,71 | 15 537 | 2,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 578 | 2,91 | 433 | 0,93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 422 315 | 2,43 | 19 093 | 0,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 70 037 | 48,50 | 3 166 | 45,56 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 183 998 | 31,99 | 8 241 | 29,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 173 | 94,07 | 143 | 90,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 543 | 25 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 405 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 14 755 | 8,68 | 667 | 6,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 124 | 60,57 | 51 | 56,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 16 | 77,78 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 33 971 | 5,35 | 1 536 | 3,23 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23 824 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 912 | 8,44 | 358 | 6,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46 179 | 0,91 | 2 088 | −1,09 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 186 243 | 5,43 | 8 420 | 3,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118 949 | 389,32 | 5 | 400,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 | 3 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13 288 | 4,36 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10 098 | 100,16 | 457 | 96,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 105 626 | 4,48 | 4 775 | 2,42 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 23 262 | 8,25 | 1 090 | 9,89 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9 681 | 24,59 | 438 | 22,07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 14 671 | 7,25 | 663 | 5,24 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11 387 | 3,20 | 515 | 1,18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58 368 | 137,83 | 2 639 | 133,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28 134 | 111,30 | 1 272 | 107,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 583 | 2,14 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 65 166 | 7,91 | 2 946 | 5,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 544 | 251 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41 892 | 330,15 | 1 894 | 321,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 417 | 21,42 | 381 | 19,12 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11 427 | 15,03 | 517 | 12,66 |
