Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Ex-Technology Sector Index Fund inkluderar
First Trust Advisors Lp,
FV - First Trust Dorsey Wright Focus 5 ETF,
O'Dell Group, LLC,
DALI - First Trust Dorsey Wright DALI 1 ETF,
Benjamin Edwards Inc,
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF,
WCG Wealth Advisors LLC,
Bnp Paribas Arbitrage, Sa,
Pensionmark Financial Group, Llc,
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I,
Proactive Wealth Strategies LLC,
Transamerica Financial Advisors, Inc.,
TriaGen Wealth Management LLC,
Tudor Financial Inc.,
Trust Co Of Oklahoma,
HFG Advisors, Inc.,
Coastal Investment Advisors, Inc.,
Harmony Asset Management Llc,
Kovack Advisors, Inc.,
och
StoneX Group 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.
Uppgradera för att låsa upp premiumdata.
Fil Datum |
Källa |
Investerare |
|
Typ |
Genomsnittligt pris (beräknat) |
Aktier |
Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
2025-08-04 |
13F |
Kovack Advisors, Inc.
|
|
|
|
2 681 |
|
265 |
|
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
7 413 411 |
|
732 445 |
|
|
2025-08-25 |
NP |
FV - First Trust Dorsey Wright Focus 5 ETF
|
|
|
|
7 136 920 |
|
705 128 |
|
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
75 589 |
247,26 |
7 468 |
265,72 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
200 |
|
20 |
|
|
2025-07-29 |
13F |
Kraft, Davis & Associates, LLC
|
|
|
|
2 166 |
|
218 |
|
|
2025-08-05 |
13F |
HFG Advisors, Inc.
|
|
|
|
7 530 |
|
744 |
|
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
3 337 |
31,74 |
330 |
38,82 |
|
2025-07-01 |
13F |
Harbor Investment Advisory, Llc
|
|
|
|
640 |
0,16 |
63 |
6,78 |
|
2025-08-26 |
NP |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I
|
|
|
|
42 732 |
|
4 222 |
|
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
13 878 |
|
1 371 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
74 802 |
5,33 |
7 390 |
10,93 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
496 480 |
571,97 |
49 052 |
607,72 |
|
2025-08-14 |
13F |
Harmony Asset Management Llc
|
|
|
|
5 296 |
|
523 |
|
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
37 185 |
25,15 |
4 |
50,00 |
|
2025-07-22 |
13F |
Coastal Investment Advisors, Inc.
|
|
|
|
6 386 |
|
631 |
|
|
2025-08-13 |
13F/A |
StoneX Group Inc.
|
|
|
|
2 584 |
|
235 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
252 824 |
796,35 |
24 979 |
844,03 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
8 235 |
291,21 |
814 |
312,69 |
|
2025-07-07 |
13F |
Nova Wealth Management, Inc.
|
|
|
|
1 522 |
0,20 |
150 |
5,63 |
|
2025-07-29 |
13F |
International Assets Investment Management, Llc
|
|
|
|
2 080 |
|
206 |
|
|
2025-08-05 |
13F |
Claro Advisors LLC
|
|
|
|
2 386 |
|
236 |
|
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
83 763 |
|
8 276 |
|
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
2 137 |
0,19 |
211 |
5,50 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
53 463 |
781,94 |
5 282 |
829,93 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
177 640 |
|
17 518 |
|
|
2025-08-13 |
13F |
Proactive Wealth Strategies LLC
|
|
|
|
23 955 |
|
2 |
|
|
2025-08-25 |
NP |
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF
|
|
|
|
95 547 |
|
9 440 |
|
|
2025-08-14 |
13F |
Transamerica Financial Advisors, Inc.
|
|
|
|
22 547 |
|
2 228 |
|
|
2025-08-04 |
13F |
Pensionmark Financial Group, Llc
|
|
|
|
44 405 |
|
4 387 |
|
|
2025-07-31 |
13F |
Nilsine Partners, LLC
|
|
|
|
123 576 |
|
12 209 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
202 813 |
20 427,63 |
20 038 |
21 679,35 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
56 003 |
79,00 |
5 533 |
88,52 |
|
2025-07-08 |
13F |
Davis Investment Partners, LLC
|
|
|
|
11 358 |
3,28 |
1 132 |
13,33 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
80 656 |
99,10 |
7 969 |
109,68 |
|
2025-07-23 |
13F |
TriaGen Wealth Management LLC
|
|
|
|
22 392 |
|
2 212 |
|
|
2025-08-26 |
NP |
DALI - First Trust Dorsey Wright DALI 1 ETF
|
|
|
|
138 212 |
|
13 655 |
|
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
2 055 |
37,92 |
202 |
44,60 |
|
2025-08-14 |
13F |
Benjamin Edwards Inc
|
|
|
|
98 306 |
|
9 713 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
370 638 |
168,85 |
36 619 |
183,12 |
|
2025-08-13 |
13F |
WCG Wealth Advisors LLC
|
|
|
|
62 909 |
|
6 215 |
|
|
2025-07-07 |
13F |
Trust Co Of Oklahoma
|
|
|
|
8 116 |
|
802 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
64 628 |
525,51 |
6 385 |
558,93 |
|
2025-07-16 |
13F |
Minichmacgregor Wealth Management, Llc
|
|
|
|
6 842 |
|
676 |
|
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
21 560 |
355,72 |
2 130 |
380,81 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
30 633 |
|
3 |
|
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
50 000 |
|
4 940 |
|
|
2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
182 |
|
18 |
|
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
19 113 |
195,82 |
2 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
48 683 |
15,83 |
4 810 |
21,96 |
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
14 234 |
0,06 |
1 |
0,00 |
|
2025-08-14 |
13F |
Tudor Financial Inc.
|
|
|
|
8 950 |
|
884 |
|
|
2025-08-06 |
13F |
O'Dell Group, LLC
|
|
|
|
216 849 |
|
21 425 |
|
|
2025-08-14 |
13F/A |
Rockefeller Capital Management L.P.
|
|
|
|
16 608 |
|
1 641 |
|
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
4 141 |
|
409 |
|
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
16 133 |
179,80 |
2 |
|
|