Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF, omfatter Elequin Capital Lp, Foronjy Financial Llc, Hilltop Holdings Inc., Bank of New York Mellon Corp, CoreCap Advisors, LLC, Evolution Wealth Management Inc., Thurston, Springer, Miller, Herd & Titak, Inc., Vermillion Wealth Management, Inc., og Tower Research Capital LLC (TRC) .
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 | 19.255 | 11,66 | 383 | 11,99 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59.446 | 5,70 | 1.183 | 5,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89.466 | 226,34 | 2 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 256.449 | 43,32 | 5.105 | 44,88 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.000 | 20 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 12.386 | 23,26 | 247 | 23,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 478.116 | 12,50 | 9.517 | 12,69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133.062 | 0,19 | 2.649 | 0,38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.941 | 39 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28.402 | 100,00 | 565 | 100,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 257.639 | 63,38 | 5.128 | 63,65 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 622.789 | 5,36 | 12.397 | 5,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39.337 | 783 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 862.168 | 6,05 | 17.161 | 6,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 834.208 | 1,43 | 16.605 | 1,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58.157 | 36,60 | 1.158 | 36,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 417.780 | 12,84 | 8.316 | 13,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.154 | 29,69 | 103 | 29,11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 245.974 | 46,80 | 4.896 | 47,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 760.580 | 7,45 | 15.139 | 7,64 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 18.248 | 55,33 | 363 | 55,79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74.399 | 0,23 | 1.479 | 1,09 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 16.500 | 43,48 | 328 | 43,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.341.616 | 8,54 | 26.705 | 8,73 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 50.772 | 21,65 | 1.011 | 21,83 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 20.308 | 404 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288.923 | 28,93 | 5.751 | 29,18 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 14.700 | 0,31 | 293 | 0,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39.899 | 32,99 | 794 | 33,22 | ||||
| 2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 51.406 | 7,48 | 1.023 | 7,68 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39.108 | 14,74 | 778 | 14,92 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28.243 | 0,54 | 563 | 1,62 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 118.889 | 0,51 | 2.366 | 0,68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 86.031 | 0,87 | 1.712 | 1,06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.751.968 | 3,15 | 34.873 | 3,33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 184.683 | 8,63 | 3.676 | 8,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5.718 | 0,78 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16.550 | 38,96 | 329 | 39,41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 117.220 | 0,38 | 2.333 | 0,56 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45.395 | 8,40 | 904 | 8,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.153.802 | 15,70 | 82.681 | 15,91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 28.264 | 2,14 | 563 | 2,37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10.687 | 213 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40.499 | 2,11 | 806 | 2,28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 838 | 17 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 44.041 | 877 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.640 | 33 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 102.208 | 6,57 | 2.034 | 6,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 190.924 | 19,91 | 3.800 | 20,14 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 381.862 | 2,00 | 7.601 | 2,16 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11.342 | 226 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226.340 | 2,52 | 4.505 | 2,71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10.342 | 206 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 16.374 | 0,12 | 326 | 0,31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 75.504 | 21,48 | 1.503 | 21,62 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 124.929 | 4,33 | 2.487 | 4,50 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23.928 | 476 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 36.178 | 11,41 | 720 | 11,63 |
