Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF, omfatter Brown Brothers Harriman & Co, IHT Wealth Management, LLC, Concurrent Investment Advisors, LLC, Aqr Capital Management Llc, Thompson Investment Management, Inc., Assetmark, Inc, Bessemer Group Inc, Dogwood Wealth Management LLC, Financial Network Wealth Advisors LLC, Crews Bank & Trust, og SBI Securities Co., Ltd. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.088 | 1,95 | 41 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 61.342 | 163,93 | 1.210 | 156,69 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 126.732 | 0,69 | 2.499 | -2,12 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 17.415 | 1,90 | 343 | -0,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 126.039 | 0,13 | 2.485 | -2,70 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84.613 | 19,00 | 1.669 | 15,67 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 15.383 | 11,90 | 303 | 8,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264.480 | 20,06 | 5.213 | 16,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.237 | 320 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.462 | 18,48 | 29 | 12,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 141.873 | 2,34 | 2.798 | -0,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.719 | 34 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 599 | 12 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 24.958 | 23,55 | 492 | 20,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8.350 | 64.130,77 | 165 | -2,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 84.895 | 4,78 | 1.674 | 1,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30.285 | 0,60 | 597 | -2,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 166.475 | 547,38 | 3.283 | 529,94 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.207 | 24 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 79.619 | 1.570 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79.454 | 2,88 | 1.567 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1.552 | 1,90 | 31 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 68.064 | 0,83 | 1.342 | -1,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 47.640 | 0,88 | 939 | -1,98 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 26.052 | 99,07 | 514 | 93,58 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21.022 | 55,94 | 415 | 51,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 61.867 | 0,41 | 1.220 | -2,40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27.435 | 3,71 | 541 | 0,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.005.342 | 0,78 | 19.825 | -2,06 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 4.575 | 90 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1.740 | 2,35 | 34 | 0,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 61.003 | 1,99 | 1.203 | -0,91 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19.763 | 390 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105.867 | 15,99 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 797 | 16 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.139 | 0,10 | 82 | -2,41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25.207 | 0,06 | 497 | -2,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 114.504 | 7,17 | 2.258 | 4,15 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 104.635 | 5,23 | 2.063 | 2,28 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14.055 | 1,95 | 277 | -0,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20.809 | 9,10 | 410 | 5,94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 642 | 3.110,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 96.967 | 0,75 | 1.912 | -2,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21.306 | 13,12 | 420 | 9,95 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 35.048 | 2,26 | 691 | -0,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.003 | 2,98 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 19.815 | 1,92 | 391 | -1,02 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 40.000 | 95,12 | 789 | 89,88 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 21.249 | 1,57 | 419 | -1,18 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 67.313 | 9,51 | 1.327 | 6,42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16.296 | 0,46 | 321 | -2,43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11.670 | 4,26 | 230 | 1,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.532 | 78,31 | 50 | 81,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.318 | 0,74 | 225 | -0,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 52.637 | 13,45 | 1 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 892.783 | 2,28 | 17.605 | -0,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18.183 | 359 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 215.874 | 0,16 | 4.257 | -2,65 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 12.937.487 | 13.399 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1.264 | 25 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 123 | 2,50 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 141.504 | 1,39 | 2.790 | -1,45 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 42.413 | 0,03 | 836 | -2,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 189.379 | 0,55 | 3.735 | -2,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.688 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.035 | 2,88 | 20 | 5,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39.344 | 2,98 | 776 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45.605 | 1,82 | 899 | -0,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11.721 | 231 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14.433 | 285 |
