Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF, omfatter Almanack Investment Partners, LLC., Coastal Investment Advisors, Inc., Perigon Wealth Management, LLC, Milestones Private Investment Advisors LLC, Elequin Capital Lp, og Transce3nd, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24.413 | 705 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44.417 | 108,76 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 13.586 | 1,28 | 392 | 8,89 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.932 | 1.680,51 | 142 | 1.928,57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.836 | 0,03 | 111 | 6,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 783.696 | 144,71 | 22.633 | 162,84 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43.344 | 3,15 | 1.203 | 7,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116.650 | 81,27 | 3.368 | 92,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 32.657 | 943 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 43.439 | 9,48 | 1.255 | 17,64 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 167.068 | 4.825 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 | 900,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 404 | 184,51 | 12 | 266,67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.519 | 44 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 517 | 1,97 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8.642 | 250 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137.952 | 1.318,24 | 3.984 | 1.426,44 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1.054 | 80,17 | 30 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 44.897 | 30.863,45 | 1 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8.431 | 243 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 8.214 | 237 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 72.667 | 466,60 | 2.099 | 509,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22.759 | 4.293,63 | 657 | 4.953,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34.931 | 364,88 | 1.009 | 399,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.202 | 121 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 217.192 | 399,23 | 6.273 | 436,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | 6 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 52.480 | 1.516 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24.954 | 100,68 | 721 | 115,57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 21 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 12.749 | 6,59 | 368 | 14,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58.302 | 22,97 | 1.684 | 32,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 512 | 15 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 292.703 | 14,58 | 8.453 | 23,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9.654 | 2,95 | 283 | 11,90 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 291 | 1,39 | 8 | 14,29 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9.855 | 285 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6.096 | 176 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109.196 | 242,88 | 3.154 | 268,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 75.538 | 21,81 | 2.182 | 30,83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.101 | 9,66 | 32 | 19,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.255.522 | 115,13 | 36.260 | 131,05 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9.848 | 284 |
