Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund inkluderar Total Clarity Wealth Management, Inc., Fortis Group Advisors, LLC, och Wiley Bros.-aintree Capital, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26 605 | 0,44 | 421 | −3,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 764 | 0,38 | 317 | −1,56 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 32 851 | 47,61 | 519 | 42,98 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 234 411 | 3,95 | 3 706 | 0,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 82 555 | 0,17 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 000 | 16 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 611 174 | 2,52 | 25 473 | −0,88 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7 946 | 1,26 | 126 | −2,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 269 657 | 5,74 | 4 263 | 2,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 252 | 1,30 | 36 | −2,78 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 61 357 | 0,21 | 970 | −3,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 196 971 | 0,74 | 18 924 | −2,59 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 16 008 | 18,44 | 255 | 15,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38 941 | 19,46 | 616 | 15,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 360 401 | 12,98 | 5 698 | 9,22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 51 095 | 814 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14 134 | 17,78 | 223 | 13,78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 508 | 245 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57 839 | 1,17 | 914 | −2,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 042 | 760 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 863 071 | 0,32 | 13 645 | −3,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 56 800 | 898 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47 205 | 102,79 | 746 | 96,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 197 | 3 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 233 | 45,62 | 352 | 40,96 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 38 716 | 10,63 | 612 | 6,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151 455 | 29,37 | 2 395 | 25,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 107 125 | 1,86 | 1 694 | −1,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 344 627 | 4,17 | 5 449 | 0,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 310 | 3,56 | 274 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 328 | 1,86 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 196 | 18,79 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 483 | 11,07 | 906 | 7,35 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 10 051 | 0,14 | 159 | −3,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 441 | 1,62 | 23 | −4,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 538 244 | 147,05 | 24 348 | 139,15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 633 | 6,19 | 185 | 3,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128 401 | 3,82 | 2 030 | 0,40 |
