Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VII - First Trust Alternative Absolute Return Strategy ETF, omfatter Balboa Wealth Partners, First Horizon Advisors, Inc., og Mpwm Advisory Solutions, Llc .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114.657 | 7,84 | 3.190 | 3,74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 170.774 | 4,68 | 4.739 | 0,45 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 96.386 | 138,36 | 2.675 | 128,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17.673 | 3,24 | 491 | -0,81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11.468 | 318 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 246.012 | 32,80 | 6.773 | 36,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 370 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52.995 | 8,11 | 1.471 | 3,74 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8.170 | 11,46 | 226 | 7,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.911 | 69,87 | 53 | 65,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 30 | 2.900,00 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 353.806 | 1,19 | 9.818 | -2,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7.287 | 202 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 10.012 | 1,62 | 278 | -2,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 232 | 6 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.521 | 5,60 | 181 | 1,12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21.805 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61.420 | 48,41 | 1.704 | 42,47 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23.548 | 12,26 | 1 | |||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 141.746 | 17,19 | 3.775 | 10,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 60.237 | 631,65 | 1.672 | 602,10 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 28.180 | 5,20 | 782 | 0,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 26.407 | 0,22 | 733 | -3,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 302.944 | 31,51 | 8.407 | 26,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54.917 | 5,86 | 1.524 | 1,53 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 10.112 | 16,56 | 281 | 12,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 70.852 | 11,19 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14.896 | 4,48 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.231 | 34 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16.370 | 25,30 | 454 | 20,42 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 17.080 | 474 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 43 | 330,00 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.300 | 14,60 | 64 | 12,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 18.246 | 2,25 | 523 | 1,36 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 19.298 | 100,12 | 536 | 92,45 |
