Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF inkluderar Vise Technologies, Inc., Daymark Wealth Partners, Llc, EWG Elevate Inc., Milestones Private Investment Advisors LLC, Invictus Private Wealth, Llc, Elequin Capital Lp, Evolution Wealth Management Inc., Rossby Financial, LCC, Northwestern Mutual Wealth Management Co, Jones Financial Companies Lllp, och Newbridge Financial Services Group, Inc. .
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 | AJ Advisors, LLC | 59 098 | 2 760 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 17 695 | 0,83 | 826 | −1,43 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 7 441 | 1,06 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47 587 | 2 222 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 32 747 | 54,48 | 1 529 | 50,94 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 223 | 49,12 | 804 | 45,65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 184 | 4,67 | 382 | 2,41 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 46 001 | 2 148 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126 231 | 20,17 | 5 895 | 17,38 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 168 173 | 1,65 | 7 854 | −0,70 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 206 049 | 6,72 | 9 623 | 4,25 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 22 145 | 0,37 | 1 034 | −1,90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 23 841 | 9,37 | 1 113 | 6,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 735 | 28,72 | 361 | 25,78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 195 | 17,67 | 243 | 14,69 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 13 740 | 642 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 397 988 | 3,72 | 18 586 | 1,32 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6 400 | 7,56 | 299 | 4,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58 243 | 20,30 | 2 720 | 17,50 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 992 | 23,15 | 467 | 20,41 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 48 416 | 139,51 | 2 261 | 134,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 77 963 | 51,43 | 3 641 | 47,91 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 83 174 | 11,64 | 3 884 | 9,07 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 9 246 | 2,35 | 432 | 0,00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4 412 | 0,46 | 206 | −1,44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 84 922 | 4 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 271 231 | 13,80 | 12 667 | 11,16 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 13 057 | 2,10 | 610 | −0,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34 174 | 2,10 | 1 572 | 1,03 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 15 390 | 2,37 | 719 | 0,00 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 257 873 | 10,64 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 20 982 | 132,23 | 980 | 127,15 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 15 321 | 3,37 | 709 | −0,28 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 5 585 | 4,18 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 497 | 1 004 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 54 388 | 31,14 | 2 540 | 28,10 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 7 637 | 0,63 | 357 | −1,66 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 138 | 614 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 655 | 383,49 | 1 245 | 373,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 112 | 5 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 95 386 | 22,03 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 828 835 | 7,28 | 38 707 | 4,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 101 612 | 1,41 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 018 | 234 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 931 | 31,46 | 370 | 28,47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 44 016 | 7,12 | 2 056 | 4,63 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 310 | 9,26 | 295 | 5,76 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 093 | 0,10 | 331 | −2,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 756 | 2,71 | 1 576 | 0,32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 130 | 6 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 398 | 2,07 | 392 | −1,26 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31 853 | 0,74 | 1 488 | −1,59 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 016 | 234 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 166 499 | 19,42 | 7 776 | 16,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70 809 | 2,25 | 3 307 | −0,12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 42 212 | 24,14 | 1 971 | 21,29 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 582 | 27 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 72 600 | 0,90 | 3 390 | −1,42 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 820 | 6,24 | 272 | 3,83 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12 129 | 2,82 | 566 | 0,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 131 035 | 888,72 | 6 119 | 866,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 103 | 52 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32 656 | 23,29 | 1 525 | 20,46 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 4 668 | 218 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 468 443 | 12,68 | 68 708 | 10,28 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 157 | 20,10 | 474 | 17,33 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 332 | 1,22 | 15 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 28 445 | 221,49 | 1 328 | 214,69 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 395 980 | 240,59 | 18 492 | 232,71 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3 500 | 163 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20 615 | 25,35 | 963 | 22,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 269 | 853 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 64 700 | 3 021 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 80 | 4 |
