Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF inkluderar XML Financial, LLC, Farther Finance Advisors, LLC, Us Bancorp \de\, Meridian Wealth Management, LLC, StoneX Group Inc., Newbridge Financial Services Group, Inc., CoreCap Advisors, LLC, och Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 9 952 | 200 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 30 011 | 92,53 | 603 | 92,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 276 645 | 13,11 | 5 561 | 13,12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 763 | 2,20 | 35 | 2,94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39 703 | 62,60 | 798 | 62,86 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 919 | 340 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 29 321 | 7,36 | 589 | 7,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13 915 | 47,16 | 280 | 46,84 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 41 926 | 7,71 | 843 | 7,67 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 14 036 | 2,84 | 282 | 2,92 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 481 549 | 9 679 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 23 926 | 0,75 | 481 | 0,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 268 | 25 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 68 512 | 266,67 | 1 377 | 267,20 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 436 | 29 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10 348 | 208 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75 838 | 130,52 | 2 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 152 687 | 4,17 | 3 069 | 4,21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 963 | 514,35 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 191 751 | 0,20 | 3 854 | 0,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56 807 | 11,46 | 1 131 | 10,45 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10 913 | 5,61 | 219 | 5,80 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21 735 | 437 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 231 | 5 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 802 439 | 15,23 | 16 129 | 15,26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 460 | 371 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 143 | 83 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 375 | 3,08 | 289 | 2,86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12 401 | 249 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 72 008 | 12,88 | 1 447 | 12,96 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13 548 | 0,73 | 272 | 0,74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 119 557 | 636,10 | 2 403 | 637,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 588 734 | 2,90 | 11 834 | 2,93 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 284 590 | 1,09 | 5 734 | 1,38 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22 500 | 452 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 41 000 | 41,38 | 823 | 41,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 222 217 | 0,67 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149 331 | 4,50 | 3 002 | 4,53 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 20 700 | 10,70 | 416 | 10,93 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 588 | 1,40 | 32 | 0,00 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 129 995 | 15,61 | 2 613 | 15,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 46 097 | 439,15 | 927 | 441,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 352 704 | 6,46 | 7 089 | 6,47 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 000 | 241 |
