Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund inkluderar LexAurum Advisors, LLC, FSM Wealth Advisors, LLC, Sierra Ocean, Llc, och Hughes Financial Services, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 28 775 | 7,01 | 710 | 3,35 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 804 | 0,11 | 45 | −2,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 296 | 202,54 | 106 | 191,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 582 536 | 3,54 | 14 | 0,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 84 401 | 14,95 | 2 082 | 11,16 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 929 869 | 2,65 | 22 940 | −0,77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 519 211 | 65,19 | 12 835 | 61,79 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 541 | 3,75 | 235 | 0,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67 214 | 0,71 | 1 658 | −2,64 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22 675 | 74,83 | 559 | 69,39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 89 366 | 8,98 | 2 205 | 5,35 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 465 322 | 7,75 | 11 875 | 14,91 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 677 793 | 36,42 | 16 721 | 31,88 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9 979 | 0,21 | 246 | −3,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 320 815 | 2,62 | 7 917 | −0,78 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2 000 | 49 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18 104 | 10,10 | 447 | 6,44 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 112 759 | 11,20 | 2 782 | 7,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 51 984 | 115,07 | 1 282 | 108,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 975 708 | 5,89 | 24 071 | 2,37 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 670 056 | 0,49 | 16 088 | −1,39 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 211 | 0,96 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 601 715 | 11,33 | 14 844 | 7,62 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 240 178 | 8,44 | 5 925 | 4,83 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8 515 | 212 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 57 955 | 16,01 | 1 430 | 12,17 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 321 621 | 6,10 | 7 934 | 2,57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 273 | 0,37 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 644 831 | 38,07 | 15 908 | 33,47 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 264 993 | 6,14 | 6 537 | 2,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 64 837 | 1,55 | 1 600 | −1,84 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 930 | 98,91 | 72 | 94,59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13 240 | 12,49 | 327 | 8,67 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46 122 | 0,54 | 1 138 | −2,82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 288 206 | 5,30 | 7 111 | 1,80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 240 578 | 3,38 | 5 935 | −0,05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 209 | 147,84 | 696 | 139,66 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 27 665 | 12,33 | 682 | 8,60 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 396 177 | 52,71 | 10 110 | 71,15 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 48 450 | 1,41 | 1 195 | −1,97 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28 500 | 136,16 | 703 | 128,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 694 | 1,08 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 871 | 219 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 828 | 202,13 | 144 | 191,84 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 352 951 | 0,70 | 8 979 | 4,53 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 266 531 | 6,34 | 6 581 | 1,92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 851 | 243 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 197 | 1 895,00 | 30 | 2 800,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 73 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51 624 | 3,39 | 1 274 | −0,08 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20 203 | 142,13 | 498 | 134,91 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 24 465 | 604 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 15 006 | 383 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 775 | 0,65 | 19 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12 771 | 315 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 253 624 | 198,17 | 6 257 | 188,29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46 236 | 21,90 | 1 141 | 17,89 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 71 685 | 39,12 | 1 768 | 39,90 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 13 188 | 12,54 | 325 | 8,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 607 725 | 8,47 | 15 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 117 | 54,07 | 28 | 50,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 068 | 1 599,72 | 150 | 1 555,56 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 101 674 | 211,47 | 2 508 | 201,08 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 30 645 | 20,36 | 756 | 15,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 27 500 | 1,85 | 678 | −1,60 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 593 | 2,69 | 212 | −0,94 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 141 380 | 5,15 | 3 488 | 1,63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 322 | 62,68 | 82 | 55,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 81 198 | 2 003 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 678 | 9,52 | 214 | 5,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 232 465 | 1,14 | 30 405 | −2,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 178 | 4,91 | 522 | 1,36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 907 795 | 2,64 | 22 395 | −0,78 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 14 423 | 34,98 | 356 | 30,51 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 58 756 | 1,04 | 1 450 | −2,36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29 941 | 25,90 | 739 | 21,78 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 092 | 27 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 8 592 | 8,51 | 212 | 4,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 756 524 | 14,70 | 265 363 | 10,88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 342 | 1,28 | 551 | −1,96 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 119 459 | 3,26 | 2 947 | −0,17 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 33 004 | 85,07 | 814 | 78,90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 008 | 29,94 | 72 | 20,34 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 258 239 | 6 371 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 586 384 | 3,14 | 14 466 | −0,29 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 289 476 | 4,24 | 7 141 | 0,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104 850 | 65,78 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 379 476 | 4,47 | 9 362 | 0,99 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 317 076 | 1,36 | 7 822 | −2,02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 743 | 16,28 | 18 | 12,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 45 095 | 2,66 | 1 112 | −0,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 807 532 | 19 922 | ||||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 214 725 | 3,28 | 5 296 | −0,13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14 584 | 7,65 | 360 | 4,06 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 271 250 | 7 | ||||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 20 | 297 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 27 670 | 10,26 | 683 | 6,56 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 635 | −2,91 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 23 118 | 1,63 | 570 | −1,72 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 639 | 41,66 | 40 | 37,93 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 44 913 | 107,81 | 1 078 | 116,90 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10 023 | 0,13 | 247 | −3,14 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 299 537 | 7 390 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 392 540 | 2,83 | 9 892 | 1,54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 49 700 | 1 226 |
