Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF inkluderar Miracle Mile Advisors, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Kingstone Capital Partners Texas, LLC, Savvy Advisors, Inc., GGM Financials LLC, Colony Group, LLC, Wsfs Capital Management, Llc, Exchange Traded Concepts, Llc, Hantz Financial Services, Inc., Lowe Brockenbrough & Co Inc, Skopos Labs, Inc., Financial Network Wealth Management LLC, Evolution Wealth Management Inc., Decker Retirement Planning Inc., Red Tortoise LLC, Dunhill Financial, LLC, och First Pacific Financial .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Red Tortoise LLC | 401 | 24 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 72 642 | 4 305 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 731 | 1,56 | 1 169 | 9,77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 913 | 0,16 | 113 | 8,65 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 759 | 0,03 | 697 | 8,07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35 385 | 11,78 | 2 097 | 12,15 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 5 674 | 336 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 779 | 0,13 | 46 | 9,52 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 182 392 | 13,68 | 10 809 | 22,80 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 15 109 | 22,17 | 895 | 32,20 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 11 074 | 7,97 | 656 | 16,73 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 933 | 102,59 | 292 | 119,55 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 350 | 82,19 | 74 | 72,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 394 | 25,89 | 0 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 850 | 110 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 568 | 0,13 | 93 | 8,24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 345 | 0,05 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 853 870 | 0,28 | 169 | 8,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 805 352 | 2,77 | 47 729 | 11,01 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 51 598 | 4,57 | 3 058 | 12,93 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 673 | 2,79 | 929 | 11,00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 49 424 | 7,92 | 2 929 | 16,56 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 523 | 0,13 | 90 | 8,43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 989 | 36,96 | 770 | 47,88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 526 860 | 2,15 | 31 | 10,71 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 133 454 | 9,05 | 7 908 | 17,80 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 389 600 | 1,68 | 23 088 | 9,83 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 42 923 | 0,25 | 2 544 | 8,30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 926 | 13,23 | 114 | 22,58 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8 578 | 0,03 | 508 | 8,09 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 262 | 16 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129 940 | 1 587,09 | 7 700 | 1 724,64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3 738 | 222 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 74 789 | 4 432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 633 | 10,35 | 393 | 19,45 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8 597 | 0,01 | 509 | 8,07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27 837 | 63,31 | 1 650 | 76,36 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 019 | 0,15 | 120 | 8,18 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 035 | 3,65 | 239 | 12,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 38 719 | 6,61 | 2 295 | 15,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58 884 | 5,64 | 3 489 | 5,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69 769 | 4 135 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 247 | 12,03 | 607 | 21,16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 107 | 6 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 53 642 | 0,37 | 3 179 | 8,43 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 607 | 0 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 72 000 | 4 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 949 | 0,10 | 293 | 8,12 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 195 858 | 7,86 | 11 607 | 16,51 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 812 251 | 2,75 | 48 139 | 10,99 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 22 763 | 10,00 | 1 349 | 18,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 281 155 | 1,93 | 17 | 6,67 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 980 | 236 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 27 259 | 1 615 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41 718 | 2,06 | 2 472 | 10,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 99 050 | 1,19 | 5 870 | 9,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84 118 | 12,73 | 4 960 | 21,36 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 240 | 14 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39 146 | 42,82 | 2 320 | 54,29 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44 068 | 1,39 | 2 611 | 9,52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 413 042 | 6,99 | 24 477 | 15,57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 17 755 | 1,99 | 1 052 | 12,51 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 343 | 6,85 | 20 | 17,65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 524 | 327 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 083 | 183 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 40 490 | 0,60 | 2 399 | 8,65 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16 046 | 0,01 | 951 | 7,95 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 895 | 44,22 | 112 | 55,56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14 321 | 0,02 | 849 | 8,03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 335 | 4,92 | 1 087 | 13,36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 247 068 | 171,46 | 14 641 | 193,23 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 175 | 10,29 | 1 495 | 19,12 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 831 | 0,95 | 1 116 | 8,99 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 460 591 | 1,10 | 27 295 | 9,21 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 376 | 11,42 | 82 | 20,90 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 453 | 56,68 | 738 | 69,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 229 406 | 23,59 | 13 595 | 33,50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 26 738 | 25,99 | 1 584 | 36,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 192 856 | 17,21 | 70 688 | 26,61 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 5 674 | 2,34 | 336 | 10,53 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 166 463 | 0,56 | 9 865 | 8,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 655 | 3,29 | 454 | 11,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 366 | 15,41 | 911 | 24,66 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 846 | 97,36 | 169 | 112,66 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 19 210 | 2,34 | 1 151 | 18,42 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13 627 | 0,11 | 808 | 8,18 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50 371 | 5 826,00 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 299 | 3,83 | 433 | 12,21 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 528 | 328 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 165 564 | 1,35 | 9 811 | 9,47 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 800 | 0 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 23 265 | 45,64 | 1 397 | 59,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 378 068 | 1,52 | 81 664 | 9,66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 48 061 | 13,46 | 2 949 | 29,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 95 203 | 0,83 | 5 642 | 8,92 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 201 | 0,50 | 12 | 10,00 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 082 | 17,56 | 301 | 27,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 576 838 | 0,39 | 34 183 | 8,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 841 | 3,63 | 465 | 11,81 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 111 965 | 3,15 | 6 635 | 11,44 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 674 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 541 755 | 2,26 | 32 104 | 10,47 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 962 | 0,16 | 303 | 10,99 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 674 | 99 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17 360 | 125,51 | 1 033 | 157,61 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 168 | 14,97 | 306 | 24,39 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 29 256 | 7,44 | 1 734 | 16,08 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 23 055 | 25,45 | 1 366 | 35,52 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 574 | 123,48 | 804 | 141,44 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 697 | 397 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 750 | 44 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 395 | 43,93 | 141 | 54,95 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | 0,00 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22 869 | 1,46 | 1 355 | 9,63 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 54 281 | 17,89 | 3 217 | 27,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 142 | 16,38 | 1 253 | 25,70 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 385 | 0,26 | 23 | 4,76 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 124 836 | 0,82 | 7 398 | 8,91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 033 | 27,29 | 2 609 | 37,53 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 314 250 | 1,50 | 19 | 12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80 084 | 15,33 | 4 746 | 24,57 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 407 | 24 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 30 350 | 10,03 | 1 799 | 18,84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 548 | 48,13 | 1 | |||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 12 822 | 0,02 | 760 | 7,97 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 921 | 0,03 | 232 | 7,91 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 34 920 | 4,46 | 2 069 | 12,88 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 14 734 | 0,16 | 873 | 8,18 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 3 759 | 223 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 31 424 | 1,63 | 1 862 | 9,79 |
