Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF inkluderar Comprehensive Financial Planning, Inc./PA, Hershey Financial Advisers, LLC, October Effect Ltd, Financial Engines Advisors L.L.C., Putnam Fl Investment Management Co, Cannon Advisors, Inc., Midwest Trust Co, Moneta Group Investment Advisors Llc, Atlantic Union Bankshares Corp, Larson Financial Group LLC, Trust Co Of Toledo Na /oh/, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7 949 | 64,07 | 1 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 1 616 | 234 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 806 | 2,62 | 552 | 33,09 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 4 070 | 590 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28 684 | 1,02 | 4 157 | 31,02 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 698 | 246 | ||||||
| 2025-08-08 | 13F | Creative Planning | 7 363 | 4,54 | 1 067 | 35,45 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 091 | 0,02 | 593 | 29,54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 150 | 22 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 651 | 30,27 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 544 | 4,41 | 79 | 34,48 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 716 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 786 | 7,98 | 404 | 39,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 1 474 | 211 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3 552 | 3,35 | 515 | 33,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 313 831 | 9,35 | 45 477 | 41,81 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 2 089 | 303 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 642 | 238 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 6 849 | 993 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 809 | 196,58 | 1 132 | 284,69 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 23 961 | 297,36 | 3 472 | 415,90 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1 427 | 207 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 1 424 | 206 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 215 | 4,98 | 611 | 36,16 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 1 501 | 218 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 71 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6 834 | 0,03 | 990 | 29,75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 367 | 53 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10 457 | 6,35 | 1 515 | 37,98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 132 | 2,30 | 7 | 20,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 062 | 3,14 | 734 | 33,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 145 503 | 19,54 | 21 085 | 55,03 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 200 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 103 | 18,01 | 3 203 | 53,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30 441 | 10,37 | 4 409 | 43,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 464 | 6,94 | 1 227 | 38,69 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 300 | 43 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 470 048 | 20,49 | 68 115 | 56,26 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 6 791 | 0,30 | 984 | 30,16 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5 681 | 12,07 | 823 | 45,41 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 580 | 2,79 | 374 | 33,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 42 669 | 387,92 | 6 183 | 532,86 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 500 | 217 | |||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 7 054 | 283,16 | 268 | 30,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 263 | 42,34 | 1 197 | 84,72 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 98 905 | 0,27 | 14 332 | 30,01 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 783 | 258 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 58 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60 332 | 2,44 | 9 | 33,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1 577 | 229 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 188 | 103,40 | 4 230 | 163,82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 747 | 978 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 75 | 1,35 | 11 | 25,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 227 | 238,81 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 772 | 257 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 653 | 3,03 | 674 | 33,73 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 681 | 13,87 | 823 | 47,76 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 738 | 687 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 953 | 103,04 | 1 153 | 163,62 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 412 | 205 | ||||||
| 2025-08-11 | 13F | October Effect Ltd | 2 736 | 396 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 3 538 | 0,74 | 513 | 30,61 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 403 | 203 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 829 | 0,44 | 2 294 | 30,28 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 973 | 0,03 | 431 | 29,52 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 082 | 231,09 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 044 | 36,29 | 151 | 77,65 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 3 082 | 447 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 265 | 172,31 | 0 |
