Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF inkluderar Legacy Financial Advisors, Inc., Merit Financial Group, LLC, MSH Capital Advisors LLC, Lake Street Financial Llc, Fifth Third Securities, Inc., COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Calton & Associates, Inc., Revisor Wealth Management LLC, Quantinno Capital Management LP, Wood Tarver Financial Group, LLC, Creekmur Asset Management LLC, Nova Wealth Management, Inc., och First Horizon Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39 513 | 105,68 | 2 619 | 112,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240 105 | 9,76 | 16 | 7,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 623 | 0,07 | 373 | 3,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 43 329 | 0,24 | 2 872 | 3,68 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9 268 | 25,68 | 614 | 30,08 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 184 682 | 18,21 | 12 250 | 22,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 494 | 578,78 | 696 | 602,02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14 297 | 37,75 | 948 | 42,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 137 971 | 0,21 | 406 825 | 3,65 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 26 483 | 15,12 | 1 755 | 19,06 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 23 242 | 12,18 | 1 540 | 16,05 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 17 268 | 3,89 | 1 145 | 7,42 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 38 141 | 6,08 | 2 528 | 9,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 054 | 8,43 | 2 920 | 12,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 728 | 0,41 | 48 | 4,35 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 040 | 201 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 625 | 505 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56 770 | 12,86 | 3 763 | 16,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 464 | 815,99 | 163 | 858,82 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41 250 | 2 734 | ||||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 13 319 | 6,28 | 883 | 9,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 363 387 | 4,56 | 156 645 | 8,15 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4 592 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 13 465 | 55,25 | 892 | 60,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 236 207 | 81,77 | 15 656 | 88,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 170 099 | 8,83 | 11 274 | 9,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 801 | 46,44 | 53 | 51,43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 265 | 126,50 | 18 | 142,86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9 927 | 9,12 | 658 | 12,89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 215 979 | 47,30 | 14 315 | 52,37 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 108 | 660,65 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 108 047 | 32,09 | 7 161 | 36,63 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11 246 | 0,74 | 745 | 4,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 418 | 19,21 | 425 | 23,19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17 782 | 297,45 | 1 179 | 311,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30 707 | 2 035 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 91 696 | 0,62 | 6 078 | 4,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 74 147 | 3,14 | 4 914 | 6,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 549 033 | 29,37 | 168 950 | 33,81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 581 | 10,18 | 237 | 13,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 626 | 4,65 | 240 | 8,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 427 431 | 1,29 | 28 330 | 4,77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 631 | 0,32 | 1 434 | 3,77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 834 | 54,90 | 122 | 61,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 340 | 5,60 | 1 680 | 9,24 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 122 878 | 0,19 | 8 144 | 3,63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 187 | 12 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 7 901 | 10,97 | 524 | 14,69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 76 501 | 9,58 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 129 | 3 125,00 | 9 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 61 952 | 3,37 | 4 106 | 6,93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 858 | 5,16 | 1 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 218 908 | 9,61 | 14 492 | 16,23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9 938 | 189,06 | 659 | 199,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 061 | 11,10 | 70 | 12,90 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 307 223 | 0,98 | 20 363 | 4,45 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 402 | 27 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22 934 | 2,75 | 1 520 | 6,29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 302 | 6,42 | 550 | 10,22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 896 | 2,97 | 788 | 6,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 579 756 | 8,55 | 38 426 | 12,28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 467 | 455,95 | 31 | 500,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12 964 | 2,34 | 859 | 5,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55 304 | 57,66 | 3 666 | 63,11 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3 190 | 211 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 75 620 | 0,14 | 5 012 | 3,60 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 64 285 | 11,24 | 4 261 | 15,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218 598 | 8,10 | 14 485 | 11,76 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36 827 | 16,82 | 2 441 | 20,79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 379 | 24,38 | 1 086 | 28,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 107 543 | 0,37 | 7 128 | 3,80 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 238 | 1,51 | 281 | 4,87 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 135 858 | 0,64 | 9 101 | 5,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 224 | 413 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45 373 | 10,60 | 3 029 | 15,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310 932 | 0,51 | 20 612 | 3,96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79 636 | 4,15 | 5 278 | 7,74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 882 | 52,58 | 854 | 57,67 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 116 591 | 29,85 | 7 699 | 35,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 334 | 11,43 | 4 529 | 15,27 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 53 577 | 204,87 | 3 551 | 215,36 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 189 | 13 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 261 966 | 10,37 | 17 363 | 14,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 134 | 0,75 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25 311 | 20,07 | 1 678 | 27,33 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4 037 | 10,09 | 268 | 14,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35 789 | 46,95 | 2 372 | 48,06 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35 349 | 21,37 | 2 343 | 22,23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 53 779 | 41,00 | 3 564 | 45,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98 714 | 28,17 | 6 543 | 32,56 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50 795 | 8,30 | 3 367 | 12,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 405 | 0,12 | 1 220 | 4,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 673 403 | 45,19 | 44 633 | 50,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 417 461 | 10,57 | 160 161 | 14,31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 20 367 | 7,71 | 1 350 | 11,40 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 5 196 | 344 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 268 | 8,56 | 813 | 12,29 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5 401 | 0,02 | 358 | 3,18 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 11 988 | 6,54 | 795 | 10,12 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 71 719 | 9,40 | 4 754 | 13,17 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7 102 | 26,37 | 471 | 30,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 411 | 11,72 | 3 474 | 15,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 915 | 157,80 | 1 254 | 166,60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29 626 | 19,69 | 1 964 | 23,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85 539 | 8,84 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22 160 | 1 469 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 957 | 0,07 | 196 | 3,70 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5 659 | 374 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 167 359 | 0,71 | 11 093 | 4,17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 407 | 22,25 | 1 087 | 26,40 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5 966 | 11,37 | 395 | 15,16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 79 182 | 1,35 | 5 248 | 4,83 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 659 | 1,69 | 508 | 5,19 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 7 500 | 497 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 25 948 | 610,13 | 1 720 | 634,62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 414 753 | 12,05 | 27 490 | 15,90 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8 496 | 563 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 192 | 344 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 16 965 | 14,21 | 1 124 | 18,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 145 | 21,04 | 76 | 25,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 087 | 6,35 | 801 | 10,03 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 16 182 | 10,59 | 1 073 | 14,41 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24 158 | 1,86 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 192 | 212 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 28 575 | 0,28 | 1 894 | 3,73 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 25 000 | 96,85 | 1 657 | 103,81 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 64 462 | 25,50 | 4 224 | 23,80 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 87 093 | 2,96 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67 929 | 8,12 | 4 502 | 11,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25 735 | 20,49 | 1 706 | 24,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 468 | 0,04 | 495 | 3,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 631 308 | 7,58 | 41 843 | 11,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 786 | 11,29 | 384 | 15,02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7 482 | 10,24 | 469 | 5,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 848 | 104,19 | 918 | 105,61 |
