Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF inkluderar Annex Advisory Services, LLC, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Collaborative Wealth Managment Inc., Financial Partners Group, Inc, Brookwood Investment Group LLC, Gateway Wealth Partners, LLC, Montis Financial, LLC, Greenwood Capital Associates Llc, SRS Capital Advisors, Inc., Skopos Labs, Inc., Elequin Capital Lp, och Deutsche Bank Ag\ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182 918 | 0,34 | 3 474 | 1,91 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 13 891 | 33,54 | 264 | 35,57 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 17 978 | 0,23 | 341 | 1,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 722 611 | 4,21 | 13 702 | 5,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 894 | 0,75 | 207 | 1,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 358 113 | 30,69 | 82 760 | 32,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 795 921 | 5,12 | 15 115 | 6,75 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 951 002 | 65,65 | 18 060 | 68,23 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 192 208 | 3,96 | 3 650 | 5,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 98 297 | 16,60 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 34 922 | 49,89 | 663 | 52,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 371 048 | 3,58 | 7 046 | 5,18 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 119 647 | 3,16 | 2 272 | 4,80 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 28 238 | 536 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 720 | 1,45 | 204 | 3,05 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 125 133 | 29,05 | 2 376 | 31,05 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 48 000 | 11,15 | 912 | 13,17 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79 314 | 2,27 | 1 506 | 3,86 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 147 563 | 0,32 | 2 802 | 1,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 622 303 | 0,69 | 163 738 | 2,26 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 79 570 | 17,79 | 1 511 | 19,64 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12 545 | 4,15 | 238 | 5,78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 101 965 | 0,24 | 1 936 | 1,79 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 108 300 | 2 057 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 098 | 363 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 361 031 | 5,05 | 44 836 | 6,68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 58 534 | 9,91 | 1 112 | 11,66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 138 271 | 2,10 | 2 626 | 3,67 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 123 022 | 3,20 | 2 301 | 3,28 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 10 973 | 208 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 31 358 | 0,08 | 595 | 1,88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 262 064 | 7,89 | 4 977 | 9,56 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 265 973 | 3,58 | 5 051 | 5,19 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 75 478 | 1,74 | 1 433 | 3,32 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23 392 | 444 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 163 | 4,18 | 60 | 7,14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 37 087 | 4,00 | 704 | 5,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 006 953 | 12,44 | 38 112 | 14,18 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10 626 | 202 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 863 024 | 4,69 | 16 389 | 6,31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 172 601 | 7,01 | 3 278 | 8,65 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164 923 | 6,06 | 3 084 | 5,08 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 151 555 | 231,78 | 2 878 | 237,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 478 | 5,12 | 1 262 | 6,77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 300 449 | 9,28 | 5 706 | 10,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 176 044 | 138,77 | 3 343 | 142,60 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87 473 | 2,11 | 1 661 | 3,75 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 407 | 8 | ||||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 82 211 | 0,01 | 1 561 | 1,56 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 70 163 | 19,87 | 1 332 | 21,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 272 | 0,45 | 537 | 1,90 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 583 | 1,57 | 11 | 10,00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 247 200 | 4 694 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38 636 | 7,44 | 1 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69 558 | 0,32 | 1 321 | 1,85 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 587 075 | 37,94 | 11 149 | 40,09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 114 675 | 26,13 | 2 178 | 28,06 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 16 434 | 8,09 | 312 | 9,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 866 | 35 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 202 340 | 3 842 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 40 326 | 766 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52 664 | 17,23 | 1 000 | 19,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 49 664 | 1,39 | 943 | 3,06 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14 760 | 27,64 | 280 | 29,63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 71 759 | 14,25 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 158 831 | 6,45 | 3 016 | 8,10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 556 456 | 7,81 | 29 557 | 9,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188 336 | 14,14 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 33 739 | 7,21 | 641 | 8,84 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11 155 | 1,45 | 212 | 2,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 432 | 87,20 | 654 | 90,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 324 397 | 202,28 | 6 160 | 207,08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20 405 | 6,93 | 387 | 8,71 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 744 | 2,52 | 736 | 4,11 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65 252 | 128,23 | 1 239 | 132,02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 209 178 | 8,67 | 22 962 | 10,36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 67 214 | 87,62 | 1 276 | 90,73 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 830 | 35 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 292 114 | 2,20 | 43 527 | 3,78 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 840 952 | 15 970 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77 873 | 20,01 | 1 479 | 21,85 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 81 300 | 1 520 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 264 187 | 419,44 | 5 017 | 427,44 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 22 755 | 19,66 | 432 | 21,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 706 | 298 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17 454 | 331 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 622 | 12 |
