Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - FT Vest Gold Strategy Target Income ETF inkluderar Balboa Wealth Partners, GPS Wealth Strategies Group, LLC, We Are One Seven, LLC, FTBI - First Trust Balanced Income ETF, Northwestern Mutual Wealth Management Co, och Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Mutual Advisors, LLC | 99 684 | 375,36 | 2 177 | 377,41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27 829 | 102,82 | 604 | 110,45 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 68 994 | 55,60 | 1 498 | 61,14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 141 656 | 0,67 | 3 075 | 4,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 869 | 143,32 | 149 | 152,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78 065 | 52,66 | 1 695 | 58,02 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 996 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 901 | 57,33 | 324 | 63,13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 262 945 | 3,45 | 5 709 | 7,09 | ||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 1 399 684 | 190,67 | 30 387 | 221,83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30 034 | 29,03 | 652 | 33,61 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 66 337 | 39,57 | 1 440 | 44,58 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 136 401 | 6,47 | 2 961 | 10,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 520 | 12,71 | 969 | 16,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 288 146 | 9,15 | 6 256 | 13,01 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 30 120 | 2,71 | 654 | 6,35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 92 350 | 53,30 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63 204 | 63 104,00 | 1 372 | 137 100,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18 142 | 166,99 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33 198 | 2,15 | 721 | 5,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 249 143 | 82,98 | 5 409 | 89,46 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21 | 5,00 | 0 | |||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 696 823 | 8 420,70 | 15 128 | 8 746,78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 159 | 4,28 | 221 | 7,84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 152 | 0,20 | 219 | 3,30 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24 494 | 57,13 | 532 | 62,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 910 | 215 | ||||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 8 106 | 176 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 103 962 | 1,64 | 2 257 | 5,27 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 673 | 6,03 | 319 | 9,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 100 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 37 422 | 2 655,67 | 812 | 2 800,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21 | 5,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 212 | 56,67 | 482 | 62,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129 485 | 31,99 | 2 811 | 36,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 419 767 | 1 032,85 | 9 113 | 1 072,84 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 16 552 | 0,87 | 359 | 4,36 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 204 429 | 30,44 | 4 438 | 35,06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 689 | 37 | ||||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 13 250 | 0,11 | 288 | 3,61 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 420 | 9 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 74 966 | 1,55 | 1 628 | 5,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74 241 | 2,21 | 1 612 | 5,78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 168 769 | 117,30 | 25 374 | 124,98 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14 463 | 314 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 247 722 | 5 378 | ||||||
| 2025-08-13 | 13F | Crosspoint Financial, Llc | 16 462 | 0,28 | 357 | 3,78 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 26 909 | 1,84 | 584 | 5,42 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21 662 | 0,75 | 470 | 4,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109 732 | 14,81 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 697 799 | 2,09 | 15 | 7,14 |
