Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund includono LexAurum Advisors, LLC, FSM Wealth Advisors, LLC, Sierra Ocean, Llc, e Hughes Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 28.775 | 7,01 | 710 | 3,35 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.804 | 0,11 | 45 | -2,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.296 | 202,54 | 106 | 191,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 582.536 | 3,54 | 14 | 0,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 84.401 | 14,95 | 2.082 | 11,16 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 929.869 | 2,65 | 22.940 | -0,77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 519.211 | 65,19 | 12.835 | 61,79 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9.541 | 3,75 | 235 | 0,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67.214 | 0,71 | 1.658 | -2,64 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22.675 | 74,83 | 559 | 69,39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 89.366 | 8,98 | 2.205 | 5,35 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 465.322 | 7,75 | 11.875 | 14,91 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 677.793 | 36,42 | 16.721 | 31,88 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9.979 | 0,21 | 246 | -3,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 320.815 | 2,62 | 7.917 | -0,78 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2.000 | 49 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18.104 | 10,10 | 447 | 6,44 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 112.759 | 11,20 | 2.782 | 7,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 51.984 | 115,07 | 1.282 | 108,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 975.708 | 5,89 | 24.071 | 2,37 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 670.056 | 0,49 | 16.088 | -1,39 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 211 | 0,96 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 601.715 | 11,33 | 14.844 | 7,62 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 240.178 | 8,44 | 5.925 | 4,83 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8.515 | 212 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 57.955 | 16,01 | 1.430 | 12,17 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 321.621 | 6,10 | 7.934 | 2,57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 273 | 0,37 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 644.831 | 38,07 | 15.908 | 33,47 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 264.993 | 6,14 | 6.537 | 2,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 64.837 | 1,55 | 1.600 | -1,84 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2.930 | 98,91 | 72 | 94,59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13.240 | 12,49 | 327 | 8,67 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46.122 | 0,54 | 1.138 | -2,82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 288.206 | 5,30 | 7.111 | 1,80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 240.578 | 3,38 | 5.935 | -0,05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28.209 | 147,84 | 696 | 139,66 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 27.665 | 12,33 | 682 | 8,60 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 396.177 | 52,71 | 10.110 | 71,15 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 48.450 | 1,41 | 1.195 | -1,97 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28.500 | 136,16 | 703 | 128,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10.694 | 1,08 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8.871 | 219 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5.828 | 202,13 | 144 | 191,84 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 352.951 | 0,70 | 8.979 | 4,53 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 266.531 | 6,34 | 6.581 | 1,92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9.851 | 243 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.197 | 1.895,00 | 30 | 2.800,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 73 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51.624 | 3,39 | 1.274 | -0,08 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20.203 | 142,13 | 498 | 134,91 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 24.465 | 604 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 15.006 | 383 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 775 | 0,65 | 19 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12.771 | 315 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 253.624 | 198,17 | 6.257 | 188,29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46.236 | 21,90 | 1.141 | 17,89 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 71.685 | 39,12 | 1.768 | 39,90 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 13.188 | 12,54 | 325 | 8,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 607.725 | 8,47 | 15 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.117 | 54,07 | 28 | 50,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.068 | 1.599,72 | 150 | 1.555,56 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 101.674 | 211,47 | 2.508 | 201,08 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 30.645 | 20,36 | 756 | 15,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 27.500 | 1,85 | 678 | -1,60 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8.593 | 2,69 | 212 | -0,94 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 141.380 | 5,15 | 3.488 | 1,63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3.322 | 62,68 | 82 | 55,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 81.198 | 2.003 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8.678 | 9,52 | 214 | 5,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.232.465 | 1,14 | 30.405 | -2,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21.178 | 4,91 | 522 | 1,36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 907.795 | 2,64 | 22.395 | -0,78 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 14.423 | 34,98 | 356 | 30,51 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 58.756 | 1,04 | 1.450 | -2,36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29.941 | 25,90 | 739 | 21,78 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.092 | 27 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 8.592 | 8,51 | 212 | 4,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10.756.524 | 14,70 | 265.363 | 10,88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22.342 | 1,28 | 551 | -1,96 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 119.459 | 3,26 | 2.947 | -0,17 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 33.004 | 85,07 | 814 | 78,90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3.008 | 29,94 | 72 | 20,34 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 258.239 | 6.371 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 586.384 | 3,14 | 14.466 | -0,29 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 289.476 | 4,24 | 7.141 | 0,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104.850 | 65,78 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 379.476 | 4,47 | 9.362 | 0,99 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 317.076 | 1,36 | 7.822 | -2,02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 743 | 16,28 | 18 | 12,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 45.095 | 2,66 | 1.112 | -0,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 807.532 | 19.922 | ||||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 214.725 | 3,28 | 5.296 | -0,13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14.584 | 7,65 | 360 | 4,06 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 271.250 | 7 | ||||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 20 | 297 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 27.670 | 10,26 | 683 | 6,56 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 635 | -2,91 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 23.118 | 1,63 | 570 | -1,72 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.639 | 41,66 | 40 | 37,93 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 44.913 | 107,81 | 1.078 | 116,90 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10.023 | 0,13 | 247 | -3,14 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 299.537 | 7.390 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 392.540 | 2,83 | 9.892 | 1,54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 49.700 | 1.226 |
