Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund - FT Vest Gold Strategy Target Income ETF, omfatter Balboa Wealth Partners, GPS Wealth Strategies Group, LLC, We Are One Seven, LLC, FTBI - First Trust Balanced Income ETF, Northwestern Mutual Wealth Management Co, og Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Mutual Advisors, LLC | 99.684 | 375,36 | 2.177 | 377,41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27.829 | 102,82 | 604 | 110,45 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 68.994 | 55,60 | 1.498 | 61,14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 141.656 | 0,67 | 3.075 | 4,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.869 | 143,32 | 149 | 152,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78.065 | 52,66 | 1.695 | 58,02 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11.996 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14.901 | 57,33 | 324 | 63,13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 262.945 | 3,45 | 5.709 | 7,09 | ||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 1.399.684 | 190,67 | 30.387 | 221,83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30.034 | 29,03 | 652 | 33,61 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 66.337 | 39,57 | 1.440 | 44,58 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 136.401 | 6,47 | 2.961 | 10,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44.520 | 12,71 | 969 | 16,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 288.146 | 9,15 | 6.256 | 13,01 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 30.120 | 2,71 | 654 | 6,35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 92.350 | 53,30 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63.204 | 63.104,00 | 1.372 | 137.100,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18.142 | 166,99 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33.198 | 2,15 | 721 | 5,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 249.143 | 82,98 | 5.409 | 89,46 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21 | 5,00 | 0 | |||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 696.823 | 8.420,70 | 15.128 | 8.746,78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10.159 | 4,28 | 221 | 7,84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.152 | 0,20 | 219 | 3,30 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24.494 | 57,13 | 532 | 62,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.910 | 215 | ||||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 8.106 | 176 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 103.962 | 1,64 | 2.257 | 5,27 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14.673 | 6,03 | 319 | 9,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 100 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 37.422 | 2.655,67 | 812 | 2.800,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21 | 5,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22.212 | 56,67 | 482 | 62,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129.485 | 31,99 | 2.811 | 36,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 419.767 | 1.032,85 | 9.113 | 1.072,84 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 16.552 | 0,87 | 359 | 4,36 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 204.429 | 30,44 | 4.438 | 35,06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.689 | 37 | ||||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 13.250 | 0,11 | 288 | 3,61 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 420 | 9 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 74.966 | 1,55 | 1.628 | 5,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74.241 | 2,21 | 1.612 | 5,78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.168.769 | 117,30 | 25.374 | 124,98 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14.463 | 314 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 247.722 | 5.378 | ||||||
| 2025-08-13 | 13F | Crosspoint Financial, Llc | 16.462 | 0,28 | 357 | 3,78 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 26.909 | 1,84 | 584 | 5,42 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21.662 | 0,75 | 470 | 4,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109.732 | 14,81 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 697.799 | 2,09 | 15 | 7,14 |
