Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund inkluderar Kingstone Capital Partners Texas, LLC, Twin Peaks Wealth Advisors, LLC, och Garde Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 165 790 | 12,16 | 5 420 | 28,11 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 752 | 25 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 310 | 8,83 | 402 | 24,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 861 | 7,74 | 649 | 23,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 323 | 4,09 | 43 | 19,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 518 | 4,48 | 115 | 19,79 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 35 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 839 | 21,24 | 27 | 42,11 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7 643 | 5,29 | 250 | 20,29 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 150 | 5 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 249 | 237 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22 035 | 8,86 | 720 | 24,35 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 89 | 53,45 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35 402 | 107,72 | 1 157 | 137,58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 398 | 50 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 104 096 | 136,24 | 3 403 | 169,79 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 571 522 | 72 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 398 | 0,25 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 6 284 | 35,64 | 205 | 55,30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 824 | 2,90 | 340 | 24,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 814 | 15,38 | 679 | 31,08 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 620 | 20 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20 848 | 2,07 | 682 | 16,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 16,67 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 084 | 149,88 | 68 | 183,33 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 792 | 0,06 | 59 | 16,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 122 | 4 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 11 609 | 1,31 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 4 870 | 1,59 | 159 | 16,06 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 20 599 | 1,43 | 673 | 15,83 |
