Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Ex-Technology Sector Index Fund, omfatter
First Trust Advisors Lp,
FV - First Trust Dorsey Wright Focus 5 ETF,
O'Dell Group, LLC,
DALI - First Trust Dorsey Wright DALI 1 ETF,
Benjamin Edwards Inc,
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF,
WCG Wealth Advisors LLC,
Bnp Paribas Arbitrage, Sa,
Pensionmark Financial Group, Llc,
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I,
Proactive Wealth Strategies LLC,
Transamerica Financial Advisors, Inc.,
TriaGen Wealth Management LLC,
Tudor Financial Inc.,
Trust Co Of Oklahoma,
HFG Advisors, Inc.,
Coastal Investment Advisors, Inc.,
Harmony Asset Management Llc,
Kovack Advisors, Inc.,
og
StoneX Group Inc.
.
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 (%) |
2025-08-04 |
13F |
Kovack Advisors, Inc.
|
|
|
|
2.681 |
|
265 |
|
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
7.413.411 |
|
732.445 |
|
|
2025-08-25 |
NP |
FV - First Trust Dorsey Wright Focus 5 ETF
|
|
|
|
7.136.920 |
|
705.128 |
|
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
75.589 |
247,26 |
7.468 |
265,72 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
200 |
|
20 |
|
|
2025-07-29 |
13F |
Kraft, Davis & Associates, LLC
|
|
|
|
2.166 |
|
218 |
|
|
2025-08-05 |
13F |
HFG Advisors, Inc.
|
|
|
|
7.530 |
|
744 |
|
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
3.337 |
31,74 |
330 |
38,82 |
|
2025-07-01 |
13F |
Harbor Investment Advisory, Llc
|
|
|
|
640 |
0,16 |
63 |
6,78 |
|
2025-08-26 |
NP |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I
|
|
|
|
42.732 |
|
4.222 |
|
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
13.878 |
|
1.371 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
74.802 |
5,33 |
7.390 |
10,93 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
496.480 |
571,97 |
49.052 |
607,72 |
|
2025-08-14 |
13F |
Harmony Asset Management Llc
|
|
|
|
5.296 |
|
523 |
|
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
37.185 |
25,15 |
4 |
50,00 |
|
2025-07-22 |
13F |
Coastal Investment Advisors, Inc.
|
|
|
|
6.386 |
|
631 |
|
|
2025-08-13 |
13F/A |
StoneX Group Inc.
|
|
|
|
2.584 |
|
235 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
252.824 |
796,35 |
24.979 |
844,03 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
8.235 |
291,21 |
814 |
312,69 |
|
2025-07-07 |
13F |
Nova Wealth Management, Inc.
|
|
|
|
1.522 |
0,20 |
150 |
5,63 |
|
2025-07-29 |
13F |
International Assets Investment Management, Llc
|
|
|
|
2.080 |
|
206 |
|
|
2025-08-05 |
13F |
Claro Advisors LLC
|
|
|
|
2.386 |
|
236 |
|
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
83.763 |
|
8.276 |
|
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
2.137 |
0,19 |
211 |
5,50 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
53.463 |
781,94 |
5.282 |
829,93 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
177.640 |
|
17.518 |
|
|
2025-08-13 |
13F |
Proactive Wealth Strategies LLC
|
|
|
|
23.955 |
|
2 |
|
|
2025-08-25 |
NP |
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF
|
|
|
|
95.547 |
|
9.440 |
|
|
2025-08-14 |
13F |
Transamerica Financial Advisors, Inc.
|
|
|
|
22.547 |
|
2.228 |
|
|
2025-08-04 |
13F |
Pensionmark Financial Group, Llc
|
|
|
|
44.405 |
|
4.387 |
|
|
2025-07-31 |
13F |
Nilsine Partners, LLC
|
|
|
|
123.576 |
|
12.209 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
202.813 |
20.427,63 |
20.038 |
21.679,35 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
56.003 |
79,00 |
5.533 |
88,52 |
|
2025-07-08 |
13F |
Davis Investment Partners, LLC
|
|
|
|
11.358 |
3,28 |
1.132 |
13,33 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
80.656 |
99,10 |
7.969 |
109,68 |
|
2025-07-23 |
13F |
TriaGen Wealth Management LLC
|
|
|
|
22.392 |
|
2.212 |
|
|
2025-08-26 |
NP |
DALI - First Trust Dorsey Wright DALI 1 ETF
|
|
|
|
138.212 |
|
13.655 |
|
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
2.055 |
37,92 |
202 |
44,60 |
|
2025-08-14 |
13F |
Benjamin Edwards Inc
|
|
|
|
98.306 |
|
9.713 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
370.638 |
168,85 |
36.619 |
183,12 |
|
2025-08-13 |
13F |
WCG Wealth Advisors LLC
|
|
|
|
62.909 |
|
6.215 |
|
|
2025-07-07 |
13F |
Trust Co Of Oklahoma
|
|
|
|
8.116 |
|
802 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
64.628 |
525,51 |
6.385 |
558,93 |
|
2025-07-16 |
13F |
Minichmacgregor Wealth Management, Llc
|
|
|
|
6.842 |
|
676 |
|
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
21.560 |
355,72 |
2.130 |
380,81 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
30.633 |
|
3 |
|
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
50.000 |
|
4.940 |
|
|
2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
182 |
|
18 |
|
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
19.113 |
195,82 |
2 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
48.683 |
15,83 |
4.810 |
21,96 |
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
14.234 |
0,06 |
1 |
0,00 |
|
2025-08-14 |
13F |
Tudor Financial Inc.
|
|
|
|
8.950 |
|
884 |
|
|
2025-08-06 |
13F |
O'Dell Group, LLC
|
|
|
|
216.849 |
|
21.425 |
|
|
2025-08-14 |
13F/A |
Rockefeller Capital Management L.P.
|
|
|
|
16.608 |
|
1.641 |
|
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
4.141 |
|
409 |
|
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
16.133 |
179,80 |
2 |
|
|