Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF includono Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Spartan Wealth Advisory Services LLC, Signal Advisors Wealth, LLC, Fifth Third Bancorp, Kingswood Wealth Advisors, Llc, TSA Wealth Managment LLC, Hrt Financial Lp, Uniting Wealth Partners, LLC, Brookstone Capital Management, Kingsview Wealth Management, LLC, Western Wealth Management, LLC, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, True Wealth Design, LLC, Marshall Investment Management, Llc, e Mosley Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 25.965 | 16,20 | 1.245 | 17,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 58.901 | 2.800 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 37.255 | 36,55 | 1.771 | 35,50 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 12.341 | 587 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 310.410 | 1,04 | 14.757 | 0,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 24.843 | 73,51 | 1.181 | 72,16 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.046 | 50 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 980 | 81,82 | 47 | 84,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 49.647 | 5,79 | 2.360 | 4,94 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 352 | 17 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 189.842 | 1,55 | 8.999 | 0,41 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 27.588 | 1,56 | 1.312 | 0,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 84.701 | 11,54 | 4.027 | 10,60 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 7.590 | 1,42 | 361 | 0,56 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.890 | 47,26 | 423 | 46,02 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 40.205 | 6,05 | 1.911 | 5,17 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.677 | 18,54 | 272 | 19,82 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 359.142 | 29,21 | 17.074 | 28,15 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 8.975 | 0,72 | 427 | -0,23 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.775 | 84 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.083 | 0,12 | 384 | -0,52 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 344 | 1,78 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 60.305 | 3,66 | 2.867 | 2,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10.897 | 24,24 | 518 | 23,33 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 33.757 | 1.605 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.280 | 299 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.546 | 644 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 22.304 | 1.060 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 30.866 | 0,39 | 1.467 | -0,41 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 95.652 | 15,92 | 4.547 | 14,97 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 138.695 | 8,11 | 6.594 | 7,22 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 19.066 | 0,03 | 906 | -0,77 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6.182 | 3,26 | 294 | 2,45 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 6.162 | 293 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 14.772 | 57,07 | 703 | 55,65 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 65.527 | 7,27 | 3.128 | 6,80 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.750 | 12,28 | 511 | 11,57 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 89.450 | 3,33 | 4.252 | 2,48 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 116.891 | 536,97 | 5.557 | 532,08 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 993 | 0,51 | 47 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16.309 | 775 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51.664 | 2.456 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 135.471 | 1,23 | 6.440 | 0,39 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 18.863 | 21,33 | 897 | 20,27 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.546 | 1 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10.615 | 1,05 | 509 | 1,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 798.920 | 23,72 | 37.981 | 22,70 | ||||
| 2026-05-05 | 13F | UBS Group AG | 332.117 | 2,35 | 15.789 | 1,50 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 17.664 | 40,73 | 840 | 39,60 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 550 | 26 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 25.392 | 1.207 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 52.713 | 129,01 | 2.506 | 127,11 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 16.802 | 0,04 | 799 | -0,87 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.917 | 91 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 237.886 | 4,73 | 11.309 | 3,66 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.942 | 8,99 | 282 | 8,05 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10.123 | 17,44 | 481 | 16,46 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 171.195 | 56,59 | 8 | 60,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.977 | 7,65 | 379 | 6,76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 612 | 4,26 | 29 | 3,57 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42.740 | 23,53 | 2.032 | 22,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 345.682 | 28,41 | 16 | 33,33 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 78.510 | 5,43 | 3.732 | 4,57 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 542.231 | 11,03 | 25.778 | 10,12 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 325 | 15 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.416.205 | 7,14 | 67.326 | 6,26 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10.768 | 55,85 | 517 | 57,14 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 17.202 | 5,42 | 818 | 4,48 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5.561 | 15,52 | 264 | 14,78 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.160 | 1,59 | 911 | 0,66 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 21.225 | 15,48 | 1.009 | 14,53 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5.488 | 3,06 | 261 | 1,96 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 214 | 10 | ||||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 178.980 | 1,22 | 8.509 | 0,39 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 29.877 | 27,13 | 1.420 | 26,11 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37.255 | 36,55 | 1.771 | 35,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16.564 | 787 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10.574 | 9,26 | 503 | 8,42 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 34.574 | 96,54 | 2 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 22.399 | 0,39 | 1.065 | -0,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 130.226 | 0,86 | 6.191 | 0,02 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 232 | 28,18 | 11 | 37,50 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 6.540 | 311 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.414 | 162 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.009 | 2,89 | 289 | 3,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7.039 | 5,60 | 335 | 4,70 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 15.774 | 0,15 | 750 | -0,79 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18.747 | 30,41 | 899 | 31,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 51.258 | 5,65 | 2.437 | 4,77 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 9.960 | 0,65 | 473 | -0,21 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 227.982 | 7,44 | 10.838 | 6,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.423 | 38,89 | 1.209 | 37,74 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8.217 | 22,95 | 391 | 21,88 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.861 | 1,62 | 469 | 0,65 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 22.865 | 11,73 | 1.087 | 10,92 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11.928 | 2,97 | 567 | 2,16 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 201.308 | 10,96 | 9.571 | 10,06 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 146.300 | 6,88 | 6.955 | 6,01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.959 | 57,15 | 283 | 56,35 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.313 | 14,59 | 1.726 | 13,70 |
