FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF - Institutionellt ägande - Säljare

First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-05-21 13F Main Line Retirement Advisors, LLC 0 −100,00 0
2025-08-11 13F Core Wealth Partners LLC 25 630 −30,81 510 −30,71
2025-07-09 13F GSG Advisors LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 13 641 −20,85 272 −20,76
2025-07-16 13F PFS Partners, LLC 718 763 −4,49 14 307 −4,33
2025-08-06 13F Golden State Wealth Management, LLC 12 557 −27,17 250 −27,19
2025-04-23 13F Walkner Condon Financial Advisors LLC 0 −100,00 0
2025-07-09 13F Inspirion Wealth Advisors, Llc 34 295 −3,38 683 −3,26
2025-08-04 13F Arbor Capital Management Inc /adv 36 436 −0,96 726 −0,68
2025-08-08 13F Hedeker Wealth, LLC 11 146 −79,66 222 −79,69
2025-08-14 13F Stifel Financial Corp 199 372 −4,55 3 969 −4,39
2025-08-08 13F Larson Financial Group LLC 1 630 −13,25 32 −13,51
2025-07-15 13F LVZ Advisors, Inc. 10 053 −0,15 200 0,00
2025-07-07 13F Vishria Bird Financial Group, LLC 89 701 −0,69 1 785 −0,50
2025-08-04 13F Atria Investments Llc 0 −100,00 0
2025-07-28 13F Naviter Wealth, LLC 0 −100,00 0
2025-07-14 13F Iams Wealth Management, Llc 0 −100,00 0
2025-08-08 13F TD Capital Management LLC 0 −100,00 0
2025-08-12 13F Journey Strategic Wealth Llc 12 445 −19,95 248 −19,81
2025-08-01 13F GoalVest Advisory LLC 0 −100,00 0
2025-04-21 13F SILVER OAK SECURITIES, Inc 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 2 722 −0,73 54 0,00
2025-08-06 13F Commonwealth Equity Services, Llc 87 045 −3,62 2 0,00
2025-04-16 13F Farmers & Merchants Investments Inc 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 17 895 −0,40 356 −0,28
2025-08-14 13F Snowden Capital Advisors LLC 12 337 −26,99 246 −26,87
2025-08-08 13F Condor Capital Management 232 580 −0,11 4 630 0,06
2025-08-14 13F Mml Investors Services, Llc 147 036 −33,98 3 −50,00
2025-08-11 13F Tidemark, LLC 831 −10,74 17 −11,11
2025-08-07 13F Kestra Private Wealth Services, Llc 11 689 −22,15 233 −22,15
2025-08-08 13F Francis Financial, Inc. 133 797 −1,48 2 663 −1,30
2025-08-14 13F Visionary Wealth Advisors 143 757 −4,01 2 861 −3,83
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-04-23 13F Western Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-15 13F Kestra Advisory Services, LLC 97 068 −40,93 1 932 −40,83
2025-08-13 13F BlackDiamond Wealth Management Inc. 10 635 −4,51 212 −4,09
2025-05-05 13F Lunt Capital Management, Inc. 0 −100,00 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-18 13F Truist Financial Corp 75 748 −10,09 1 508 −9,98
2025-08-01 13F Envestnet Asset Management Inc 340 535 −16,06 6 778 −15,91
2025-05-15 13F Integrated Wealth Concepts LLC 0 −100,00 0
2025-08-14 13F Modern Wealth Management, LLC 26 572 −15,56 529 −15,52
2025-08-14 13F Integrity Wealth Advisors, Inc. 10 904 −8,61 217 −8,44
2025-08-15 13F Fsb Premier Wealth Management, Inc. 50 104 −7,58 997 −7,43
2025-08-14 13F Peapack Gladstone Financial Corp 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 38 812 −38,40 773 −38,34
2025-08-04 13F Pensionmark Financial Group, Llc 23 540 −0,52 469 −0,43
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-07-14 13F Occidental Asset Management, LLC 45 536 −2,15 906 −1,95
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-08-01 13F Howard Capital Management Inc. 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 416 195 −2,92 8 284 −2,75
2025-05-15 13F/A Orion Portfolio Solutions, LLC 132 804 −12,04 2 639 −11,92
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 34 113 −9,82 680 −9,59
2025-07-31 13F Hobart Private Capital, LLC 37 031 −44,60 737 −44,50
2025-07-22 13F Alta Wealth Advisors LLC 0 −100,00 0
2025-07-24 13F Insight Inv LLC 80 310 −13,23 1 599 −13,10
2025-08-01 13F Brookwood Investment Group LLC 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 59 265 −1,17 1 180 −1,01
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