Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF, omfatter Elequin Capital Lp, Foronjy Financial Llc, Raymond James Financial Inc, GWM Advisors LLC, Inspire Advisors, LLC, og Diversified Portfolios, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19.712 | 0,15 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18.662 | 351,86 | 895 | 347,50 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 27.148 | 6,68 | 1.302 | 5,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 54.231 | 33,64 | 2.601 | 32,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 787.882 | 9,82 | 37.795 | 8,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 59.653 | 40,88 | 2.862 | 39,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 48.652 | 16,82 | 2.334 | 15,44 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 4.385 | 210 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 11.345 | 3,84 | 544 | 2,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8.928 | 31,45 | 428 | 30,09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7.188 | 24,17 | 345 | 22,42 | ||||
| 2025-08-14 | 13F | Clg Llc | 7.080 | 62,83 | 340 | 60,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18.506 | 19,21 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2.911 | 7,38 | 140 | 6,11 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 35 | 2 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 40.752 | 27,78 | 1.955 | 26,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44.463 | 6,54 | 2.133 | 5,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.389 | 319,64 | 67 | 312,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 898 | 1,70 | 43 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 105.477 | 24,81 | 5.060 | 23,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 210.892 | 6,42 | 10.117 | 5,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22.790 | 2,63 | 1.093 | 1,49 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 31.808 | 7,11 | 1.526 | 5,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34.875 | 144,22 | 1.673 | 141,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.386 | 3,46 | 258 | 2,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 88.954 | 171,02 | 4.267 | 167,86 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 23.786 | 60,86 | 1.141 | 59,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4.992 | 239 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9.738 | 467 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 4.319 | 0,84 | 207 | 0,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 110.095 | 6,85 | 5.282 | 5,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4.269 | 205 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65.904 | 17,69 | 3.161 | 16,30 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 282 | 0,36 | 14 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.472 | 0,27 | 71 | -1,41 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4.889 | 0,82 | 235 | -0,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5.105 | 245 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17.265 | 828 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33.265 | 1.596 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11.875 | 570 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 32.962 | 1.581 | ||||||
| 2025-07-29 | 13F | Citizens Business Bank | 125.718 | 2,15 | 6.031 | 0,94 |
