Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund, omfatter Forefront Wealth Partners, LLC, Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Atlantic Union Bankshares Corp, Hazlett, Burt & Watson, Inc., Harbor Asset Planning, Inc., og Private Wealth Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18.483 | 236,54 | 1.657 | 81,58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.984 | 2,98 | 1.449 | -2,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.290 | 692 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 486 | 80 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.733 | 16,00 | 441 | 10,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.339 | 4,20 | 216 | -1,38 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.206 | 2,00 | 865 | 6,27 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7.076 | 8,06 | 1.142 | 2,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.767 | 1,21 | 930 | -4,02 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1.599 | 3,23 | 263 | 11,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55.052 | 37,10 | 8.882 | 30,03 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 70 | 250,00 | 11 | 266,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2.001 | 56,45 | 323 | 48,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 38.091 | 29,47 | 6.145 | 22,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45.416 | 4,92 | 7.327 | -0,50 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 3.115 | 507 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3.677 | 18,57 | 593 | 12,52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.481 | 9,95 | 884 | 4,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 350,00 | 1 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5.897 | 11,24 | 951 | 5,55 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 28.242 | 17,24 | 4.556 | 11,18 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 1.500 | 242 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28.270 | 1,37 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 120.485 | 4,28 | 19.438 | -1,11 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 17.922 | 209,48 | 2.891 | 193,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.773 | 2,01 | 1.769 | -1,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 89 | 14 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 45.234 | 12,81 | 7.298 | 6,98 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6.127 | 1,85 | 988 | -3,42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8.039 | 12,86 | 1.297 | 7,02 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5.537 | 1,10 | 893 | -4,08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2.134 | 57,37 | 344 | 49,57 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 3.831 | 1,73 | 618 | -3,44 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6.767 | 138,53 | 1.092 | 133,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.956 | 0,81 | 961 | -1,13 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 30 | 5 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.134 | 4,14 | 1.312 | -1,20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 839 | 14,93 | 135 | 11,57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1.621 | 3,84 | 262 | -1,51 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2.165 | 349 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2.600 | 8,33 | 419 | 2,70 | |||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 546 | 67,48 | 88 | 60,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 193.773 | 5,42 | 31.261 | -0,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.275 | 5,44 | 1.335 | 3,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.993 | 19,50 | 967 | 20,15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 77 | 12 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 45.577 | 7,91 | 7.353 | 2,34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.762 | 12,55 | 1.091 | 6,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 8,21 | 57 | 1,79 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 1.276 | 0,39 | 206 | -5,09 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2.907 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7.300 | 9,22 | 1.178 | 3,61 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 26.710 | 4.309 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 16 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5.751 | 9,52 | 928 | 3,81 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9.526 | 1.537 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 113.019 | 1,84 | 18.233 | -3,42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42.030 | 39,53 | 6.781 | 32,32 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4.468 | 3,00 | 721 | -2,31 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28.808 | 40,50 | 4.648 | 33,23 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2.663 | 14,78 | 430 | 8,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1.746 | 5,12 | 282 | -0,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.366 | 0,29 | 220 | -4,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18.275 | 24,91 | 2.948 | 18,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5.578 | 11,32 | 900 | 5,52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0 | ||||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4.781 | 2,20 | 771 | -3,02 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 5.658 | 1,89 | 943 | 9,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8.051 | 8,04 | 1.299 | 2,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2.725 | 116,61 | 440 | 105,14 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.473 | 22,35 | 722 | 15,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14.900 | 28,45 | 2.404 | 21,79 | |||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8.393 | 0,79 | 1.355 | -4,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48.655 | 1.551,00 | 7.850 | 1.466,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35.338 | 13,77 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 90 | 5,88 | 15 | 0,00 |
