Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF, omfatter Milestones Private Investment Advisors LLC, Pure Financial Advisors, Inc., Quadrature Capital Ltd, Gts Securities Llc, CI Private Wealth, LLC, Stonehaven Wealth & Tax Solutions, Llc, Evolution Wealth Management Inc., Rossby Financial, LCC, og Creekmur 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27.596 | 0,04 | 1.375 | -1,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5.190 | 259 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 17.431 | 868 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 75.507 | 5,37 | 3.762 | 4,10 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1.210 | 4,94 | 60 | 3,45 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 532 | 27 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 349.793 | 6,64 | 17.427 | 5,37 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 158.668 | 3,04 | 7.905 | 1,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30.995 | 0,87 | 1.544 | -0,32 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 124.613 | 0,29 | 6.212 | 0,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18.242 | 4,88 | 909 | 3,53 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 24.547 | 0,02 | 1.224 | -1,05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7.349 | 0,42 | 366 | -0,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.059.263 | 2,68 | 152.412 | 1,46 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 212.000 | 0,70 | 10.562 | -0,51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 182 | 1,11 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 92 | 5 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11.453 | 1,92 | 569 | 1,97 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 836.330 | 30,84 | 41.666 | 29,28 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4.914 | 11,33 | 245 | 9,91 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25.659 | 1,91 | 1.278 | 0,71 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 399 | 0,76 | 20 | 0,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 50.561 | 2,09 | 2.521 | 3,19 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 85.286 | 396,14 | 4.214 | 386,49 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 4.600 | 229 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 111.521 | 30,57 | 5.556 | 29,01 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 711.979 | 9,62 | 35.471 | 8,31 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 52.125 | 4,05 | 2.597 | 2,81 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 9.646 | 481 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24.272 | 1.209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 41.897 | 0,13 | 2.087 | -1,04 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 347.312 | 83,25 | 17.303 | 81,07 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 23.634 | 0,29 | 1.177 | -0,93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21.318 | 6,35 | 1.062 | 5,15 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 41.822 | 2,29 | 2.084 | 1,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.837 | 200,00 | 640 | 197,21 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 73.267 | 29,15 | 3.650 | 27,62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11.243 | 560 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 54.637 | 55,66 | 2.718 | 51,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.366 | 1.908,82 | 68 | 2.166,67 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 214.457 | 1,61 | 10.684 | 0,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.234 | 609 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 255.039 | 37,02 | 12.706 | 35,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4.139 | 0,85 | 206 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.382 | 8,51 | 717 | 7,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 371.440 | 13,56 | 18.505 | 12,21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15.830 | 0,76 | 789 | -0,51 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.911 | 0,96 | 444 | -0,45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 336.696 | 4,55 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1.041 | 1,17 | 52 | 2,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 8.798 | 438 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19.471 | 20,25 | 970 | 18,87 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 66 | 3 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 9.853 | 1,83 | 491 | 0,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6.148 | 306 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 61.466 | 0,35 | 3.063 | -0,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 108.209 | 15,74 | 5.383 | 14,34 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16.161 | 805 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 96.682 | 24,49 | 4.817 | 25,12 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 33.989 | 27,06 | 1.693 | 25,59 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 10.485 | 0,86 | 522 | -0,38 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 15.994 | 0,70 | 797 | -0,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 368.042 | 3,63 | 18.336 | 2,39 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8.943 | 2,11 | 446 | 0,91 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2.552 | 18,70 | 127 | 17,59 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 58.234 | 1,02 | 2.901 | -0,17 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 22.779 | 0,49 | 1.135 | -0,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32.259 | 5,12 | 1.607 | 3,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68.839 | 19,58 | 3.430 | 18,16 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 22.134 | 3,34 | 1.103 | 2,13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11.796 | 45,49 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 180 | 9 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.777.726 | 1,74 | 88.566 | 0,52 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 4.683 | 0,47 | 233 | -0,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 553.919 | 29,99 | 27.596 | 28,44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 38.617 | 1,24 | 1.924 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20.079 | 19,89 | 1.000 | 18,48 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 27.931 | 1,83 | 1.392 | 2,51 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 212.365 | 3,24 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 30.260 | 0,82 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78.636 | 3.918 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 89.402 | 1,84 | 4.454 | 0,63 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 56.099 | 0,75 | 2.795 | -0,46 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 106.677 | 11,21 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 10.762 | 0,75 | 537 | 1,52 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4.949 | 247 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.191.423 | 2,95 | 59.357 | 1,72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 47.335 | 69,23 | 2.358 | 67,23 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4.314 | 0,56 | 215 | -0,93 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12.644 | 10,12 | 630 | 8,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12.741 | 0,35 | 634 | -0,94 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 57.611 | 35,04 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 129.347 | 0,09 | 6.444 | -1,10 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5.383 | 0,86 | 268 | -0,37 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25.033 | 0,42 | 1.247 | -0,72 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.229 | 310 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53.979 | 9,92 | 2.689 | 8,60 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6.418 | 8,28 | 320 | 7,05 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 6.408 | 18,62 | 319 | 17,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 389.686 | 1,39 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7.549 | 376 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8.190 | 0,02 | 408 | -0,97 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.638 | 231 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11.409 | 42,33 | 568 | 42,71 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8.609 | 0,54 | 429 | -0,70 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 8.902 | 443 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22.320 | 19,65 | 1.112 | 18,19 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5.084 | 0,87 | 253 | -0,39 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4.563 | 0,55 | 227 | -0,44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45.102 | 4,62 | 2.247 | 3,41 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8.219 | 409 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 22.500 | 7,14 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19.317 | 1,44 | 962 | 0,21 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 53.888 | 4,28 | 2.685 | 3,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 468.324 | 0,61 | 23.332 | -0,58 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 66.717 | 10,49 | 3.324 | 9,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 551 | 27 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2.510 | 125 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11.293 | 563 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 87.792 | 69,81 | 4.374 | 67,81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 256.842 | 15,16 | 12.796 | 13,78 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35.150 | 5,08 | 1.751 | 3,86 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 123.313 | 5,63 | 6.143 | 4,37 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12.650 | 13,59 | 630 | 12,30 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 68.359 | 4,75 | 3.406 | 3,49 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 13.715 | 0,62 | 684 | 1,49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15.704 | 1 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 7.252 | 361 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11.803 | 41,98 | 588 | 40,33 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13.149 | 2,67 | 655 | 1,55 |
