Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF inkluderar Two Sigma Investments, Lp, Ergawealth Advisors, Inc., Elequin Capital Lp, Tradewinds, LLC., Farther Finance Advisors, LLC, Balboa Wealth Partners, Regal Investment Advisors LLC, Main Line Retirement Advisors, LLC, Transform Wealth, LLC, FTBI - First Trust Balanced Income ETF, WCG Wealth Advisors LLC, IFG Advisory, LLC, Integrated Advisors Network LLC, Wiley Bros.-aintree Capital, Llc, Richmond Investment Services, LLC, Sachetta, LLC, Tactive Advisors, LLC, Novem Group, DAVENPORT & Co LLC, och Quadrature Capital Ltd .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 435 | 30,10 | 101 | 36,49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 113 774 | 2,39 | 2 600 | 7,04 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 34 301 | 33,58 | 784 | 39,57 | ||||
| 2025-05-27 | NP | XFLX - FundX Flexible ETF | 183 480 | 134,00 | 4 011 | 119,85 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 957 | 250 | ||||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 24 802 | 13,15 | 567 | 18,16 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 900 | 7,41 | 66 | 11,86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 473 | 3 034,74 | 469 | 3 808,33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 20 480 | 468 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 98 980 | 8,90 | 2 262 | 6,95 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 187 621 | 0,75 | 4 287 | 5,33 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34 468 | 47,14 | 788 | 53,71 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 980 | 434 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 187 | 553 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13 441 | 1,14 | 306 | 5,17 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14 004 | 146,46 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 790 859 | 3,53 | 155 171 | 8,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 51 309 | 76,29 | 1 172 | 84,28 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3 500 | 80 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 98 843 | 6,95 | 2 259 | 11,78 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 11 180 | 0,24 | 255 | 4,94 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 19 863 | 5,30 | 454 | 9,95 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27 097 | 1,30 | 619 | 5,99 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 36 915 | 8,88 | 844 | 13,77 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 201 047 | 181,99 | 4 594 | 194,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 641 994 | 10,47 | 15 | 16,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 684 255 | 25,23 | 16 | 36,36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 669 | 2,02 | 0 | |||||
| 2025-07-28 | 13F | Davidson Trust Co | 88 484 | 4,82 | 2 022 | 9,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45 886 | 1,85 | 1 049 | 6,50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14 723 | 0,59 | 336 | 5,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 353 | 10,69 | 237 | 15,69 | ||||
| 2025-07-16 | 13F | Novem Group | 11 216 | 256 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88 302 | 2,10 | 2 018 | 6,72 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 310 505 | 22,92 | 7 | 40,00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 41 631 | 910 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 133 235 | 1 216,42 | 3 044 | 1 277,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 567 850 | 23,28 | 104 375 | 28,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 141 190 | 5,71 | 3 226 | 10,52 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 98 843 | 2 259 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9 050 | 207 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 563 | 2,36 | 13 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 133 339 | 18,36 | 3 047 | 23,76 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 12 870 | 294 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 358 456 | 9,12 | 8 191 | 14,07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 766 | 35,52 | 1 411 | 41,67 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 50 685 | 8,11 | 1 158 | 13,09 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 387 576 | 17,99 | 8 856 | 23,34 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 104 531 | 10,99 | 2 389 | 16,03 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 42 281 | 4,07 | 966 | 8,78 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20 543 | 469 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 022 | 7,47 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 914 | 1,97 | 295 | 6,88 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 41 800 | 955 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 51 443 | 1 175 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14 666 | 335 | ||||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 83 551 | 178,50 | 1 826 | 161,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 94 565 | 11,80 | 2 161 | 16,88 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 786 087 | 13,44 | 18 | 13,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 71 644 | 1 637 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 691 621 | 7,90 | 15 804 | 12,79 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 58 004 | 2,47 | 1 325 | 7,11 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 31 258 | 2,58 | 714 | 7,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 386 332 | 12,25 | 8 826 | 17,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34 891 | 3,66 | 797 | 8,44 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1 370 | 31 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 111 796 | 9,46 | 2 555 | 14,43 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 61 940 | 3,60 | 1 415 | 8,35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20 047 | 17,30 | 458 | 22,79 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15 483 | 49,19 | 354 | 56,19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 37 723 | 13,54 | 862 | 18,60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25 556 | 62,41 | 584 | 69,97 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27 808 | 635 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 922 | 44 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 304 | 235 | ||||||
| 2025-07-09 | 13F | Channel Wealth Llc | 15 129 | 8,61 | 346 | 13,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 746 968 | 9,09 | 17 068 | 14,02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78 222 | 15,08 | 1 787 | 20,34 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 48 831 | 3,61 | 1 116 | 8,25 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 138 | 3,30 | 277 | 8,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 43 477 | 993 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 9 178 | 210 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 361 | 8 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 19 716 | 0,87 | 451 | 5,39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 442 | 51,91 | 536 | 58,75 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 4 259 | 16,59 | 97 | 22,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28 083 | 91,93 | 642 | 100,94 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114 610 | 29,44 | 2 619 | 35,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 486 389 | 3,34 | 56 814 | 8,02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16 326 | 2,33 | 373 | 7,18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 508 | 84,63 | 80 | 95,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81 802 | 21,96 | 1 869 | 27,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 93 363 | 17,50 | 2 133 | 22,87 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 219 632 | 0,81 | 5 019 | 5,38 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 10 552 | 241 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 37 497 | 0,87 | 857 | 5,42 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 28 653 | 34,26 | 655 | 40,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 698 676 | 0,94 | 15 965 | 5,51 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 25 929 | 592 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 28 653 | 66,76 | 655 | 61,88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 24 515 | 560 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 281 | 212 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 350 | 31 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88 795 | 22,90 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8 337 | 8,81 | 191 | 13,77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 327 | 0,08 | 236 | 4,44 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 448 600 | 10 251 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 129 684 | 5,95 | 2 963 | 10,77 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 369 549 | 8 444 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198 688 | 5,05 | 4 540 | 9,82 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 126 702 | 2 895 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49 180 | 7,50 | 1 124 | 11,85 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 9 695 | 206 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12 347 | 282 |
