Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF inkluderar Elequin Capital Lp, Foronjy Financial Llc, Hilltop Holdings Inc., Bank of New York Mellon Corp, CoreCap Advisors, LLC, Evolution Wealth Management Inc., Thurston, Springer, Miller, Herd & Titak, Inc., Vermillion Wealth Management, Inc., och Tower Research Capital LLC (TRC) .
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 | Capital Investment Advisory Services, LLC | 19 255 | 11,66 | 383 | 11,99 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59 446 | 5,70 | 1 183 | 5,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89 466 | 226,34 | 2 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 256 449 | 43,32 | 5 105 | 44,88 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 000 | 20 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 12 386 | 23,26 | 247 | 23,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 478 116 | 12,50 | 9 517 | 12,69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133 062 | 0,19 | 2 649 | 0,38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 941 | 39 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28 402 | 100,00 | 565 | 100,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 257 639 | 63,38 | 5 128 | 63,65 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 622 789 | 5,36 | 12 397 | 5,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39 337 | 783 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 862 168 | 6,05 | 17 161 | 6,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 834 208 | 1,43 | 16 605 | 1,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58 157 | 36,60 | 1 158 | 36,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 417 780 | 12,84 | 8 316 | 13,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 154 | 29,69 | 103 | 29,11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 245 974 | 46,80 | 4 896 | 47,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 760 580 | 7,45 | 15 139 | 7,64 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 18 248 | 55,33 | 363 | 55,79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74 399 | 0,23 | 1 479 | 1,09 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 16 500 | 43,48 | 328 | 43,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 341 616 | 8,54 | 26 705 | 8,73 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 50 772 | 21,65 | 1 011 | 21,83 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 20 308 | 404 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288 923 | 28,93 | 5 751 | 29,18 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 14 700 | 0,31 | 293 | 0,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39 899 | 32,99 | 794 | 33,22 | ||||
| 2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 51 406 | 7,48 | 1 023 | 7,68 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39 108 | 14,74 | 778 | 14,92 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28 243 | 0,54 | 563 | 1,62 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 118 889 | 0,51 | 2 366 | 0,68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 86 031 | 0,87 | 1 712 | 1,06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 751 968 | 3,15 | 34 873 | 3,33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 184 683 | 8,63 | 3 676 | 8,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 718 | 0,78 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 550 | 38,96 | 329 | 39,41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 117 220 | 0,38 | 2 333 | 0,56 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45 395 | 8,40 | 904 | 8,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 153 802 | 15,70 | 82 681 | 15,91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 28 264 | 2,14 | 563 | 2,37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 687 | 213 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40 499 | 2,11 | 806 | 2,28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 838 | 17 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 44 041 | 877 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 640 | 33 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 102 208 | 6,57 | 2 034 | 6,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 190 924 | 19,91 | 3 800 | 20,14 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 381 862 | 2,00 | 7 601 | 2,16 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 342 | 226 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226 340 | 2,52 | 4 505 | 2,71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10 342 | 206 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 16 374 | 0,12 | 326 | 0,31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 75 504 | 21,48 | 1 503 | 21,62 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 124 929 | 4,33 | 2 487 | 4,50 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23 928 | 476 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 36 178 | 11,41 | 720 | 11,63 |
