Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund includono Novem Group, Pacific Excel Wealth Advisors, Inc., Golden State Equity Partners, My Portfolio Guide, LLC, Gilpin Wealth Management, Llc, Western Wealth Management, LLC, International Assets Investment Management, Llc, e Strive Financial Group ,LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 585.199 | 17,72 | 29.623 | 26,65 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 122.550 | 4,83 | 6.205 | 12,80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36.611 | 85,74 | 1.853 | 99,89 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 216.985 | 1,13 | 10.984 | 8,80 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 27.521 | 14,00 | 1.393 | 19,67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111.290 | 5,17 | 6 | 25,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.887 | 183 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 19.241 | 3,18 | 974 | 10,95 | ||||
| 2026-04-10 | 13F | Novem Group | 7.622 | 386 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 202.365 | 30,12 | 10.244 | 39,99 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34.306 | 139,82 | 1.614 | 131,90 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11.719 | 3,29 | 593 | 11,26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 356.838 | 7,94 | 18.063 | 16,13 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 84.933 | 119,35 | 4.299 | 136,08 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 6.078 | 0,43 | 308 | 8,10 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34.955 | 31,43 | 1.769 | 41,41 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7.702 | 1,80 | 390 | 9,58 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 103 | 5 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 75.198 | 26,27 | 3.806 | 35,88 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 5.803 | 4,84 | 294 | 12,69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 150 | 8 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 54.889 | 3,37 | 2.778 | 11,21 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 21.378 | 0,05 | 1.082 | 7,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.265 | 2,45 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 4.479 | 0,38 | 227 | 8,13 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.160 | 2,26 | 261 | 10,13 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 850 | 38,44 | 43 | 53,57 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 12.445 | 4,38 | 630 | 12,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7.238 | 366 | ||||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 312.052 | 19,56 | 15.796 | 28,63 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 216 | 11 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 8.430 | 3,30 | 427 | 11,23 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 4.000 | 202 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 107 | 5 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.476 | 18,07 | 227 | 27,53 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 12.562 | 4,37 | 636 | 12,19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 495 | 78,70 | 25 | 92,31 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14.746 | 5,33 | 746 | 13,37 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11.198 | 3,80 | 567 | 11,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 78.413 | 56,03 | 3.969 | 67,89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 37.397 | 4,22 | 1.893 | 12,14 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 187.574 | 2,90 | 9.495 | 10,70 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 488 | 1,67 | 25 | 9,09 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 740 | 37 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.453 | 16,33 | 377 | 25,25 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.389 | 121 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.876 | 247 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 60.076 | 16,59 | 3.041 | 25,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 208.142 | 20,75 | 11 | 25,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 23.031 | 0,08 | 1.166 | 7,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 177.412 | 255,24 | 8.981 | 282,29 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.916 | 47,05 | 97 | 57,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15.146 | 767 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.325 | 67 |
