Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund, omfatter Balboa Wealth Partners, Traction Financial Partners, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 1.010 | 2,23 | 49 | 4,35 | ||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 32.952 | 93,35 | 1.520 | 87,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13.555 | 16,48 | 613 | 10,67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10.059 | 455 | ||||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 88.570 | 24,68 | 3.979 | 19,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.840 | 13,69 | 128 | 8,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84.423 | 26,58 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4.936 | 10,35 | 223 | 8,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 343.667 | 4,71 | 15.537 | 2,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9.578 | 2,91 | 433 | 0,93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 422.315 | 2,43 | 19.093 | 0,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 70.037 | 48,50 | 3.166 | 45,56 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 183.998 | 31,99 | 8.241 | 29,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.173 | 94,07 | 143 | 90,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 543 | 25 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 405 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 14.755 | 8,68 | 667 | 6,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.124 | 60,57 | 51 | 56,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 16 | 77,78 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 33.971 | 5,35 | 1.536 | 3,23 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23.824 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7.912 | 8,44 | 358 | 6,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46.179 | 0,91 | 2.088 | -1,09 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 186.243 | 5,43 | 8.420 | 3,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118.949 | 389,32 | 5 | 400,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 | 3 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13.288 | 4,36 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10.098 | 100,16 | 457 | 96,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 105.626 | 4,48 | 4.775 | 2,42 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 23.262 | 8,25 | 1.090 | 9,89 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9.681 | 24,59 | 438 | 22,07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 14.671 | 7,25 | 663 | 5,24 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11.387 | 3,20 | 515 | 1,18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58.368 | 137,83 | 2.639 | 133,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28.134 | 111,30 | 1.272 | 107,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4.583 | 2,14 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 65.166 | 7,91 | 2.946 | 5,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5.544 | 251 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41.892 | 330,15 | 1.894 | 321,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.417 | 21,42 | 381 | 19,12 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11.427 | 15,03 | 517 | 12,66 |
