Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF, omfatter Kraft, Davis & Associates, LLC, Rossby Financial, LCC, og Hollencrest Capital Management .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Global Retirement Partners, LLC | 540 | 0,19 | 53 | 13,04 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 6.634 | 0,08 | 645 | 14,77 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 17.400 | 0,55 | 1.693 | 15,26 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.821 | 1,16 | 566 | 15,98 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 62.002 | 2,33 | 6.032 | 17,33 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1.780 | 0,28 | 173 | 15,33 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 77.071 | 7,52 | 7 | 16,67 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 12.023 | 47,50 | 1.064 | 53,84 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 84.090 | 0,24 | 8.181 | 14,92 | ||||
2025-08-12 | 13F | LPL Financial LLC | 221.242 | 1,63 | 21.525 | 16,52 | ||||
2025-08-08 | 13F | Gts Securities Llc | 12.501 | 1.216 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.302 | 1,19 | 808 | 15,95 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11.241 | 1.094 | ||||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2.159 | 209 | ||||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 260 | 0,78 | 25 | 19,05 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 183 | 18,06 | 16 | 15,38 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 651 | 200,00 | 63 | 250,00 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 9.821 | 0,02 | 956 | 14,65 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15.991 | 3,54 | 1.570 | 24,90 | ||||
2025-08-14 | 13F | Fmr Llc | 1.220 | 21,64 | 119 | 38,82 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 2.100 | 204 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1.170 | 16,88 | 114 | 34,52 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 2.414 | 235 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 97 | 9 | ||||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 181 | 0,56 | 18 | 13,33 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 400 | 39 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 75 | 2,74 | 7 | 16,67 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 73.111 | 12,45 | 7.113 | 28,91 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8.179 | 0,44 | 796 | 15,05 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 13.234 | 7,68 | 1.288 | 23,51 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.970 | 0,10 | 192 | 14,37 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 182 | 18 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 10 | 150,00 | 1 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 10.415 | 58,67 | 1.016 | 82,23 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2.156 | 210 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 38.567 | 355,77 | 4 | |||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 2.140 | 208 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2.107 | 205 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 56.645 | 5,10 | 5.511 | 20,51 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 5.043 | 6,35 | 491 | 21,89 |