Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF includono Legacy Financial Advisors, Inc., Merit Financial Group, LLC, MSH Capital Advisors LLC, Lake Street Financial Llc, Fifth Third Securities, Inc., COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Calton & Associates, Inc., Revisor Wealth Management LLC, Quantinno Capital Management LP, Wood Tarver Financial Group, LLC, Creekmur Asset Management LLC, Nova Wealth Management, Inc., e First Horizon Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39.513 | 105,68 | 2.619 | 112,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240.105 | 9,76 | 16 | 7,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.623 | 0,07 | 373 | 3,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 43.329 | 0,24 | 2.872 | 3,68 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9.268 | 25,68 | 614 | 30,08 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 184.682 | 18,21 | 12.250 | 22,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10.494 | 578,78 | 696 | 602,02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14.297 | 37,75 | 948 | 42,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6.137.971 | 0,21 | 406.825 | 3,65 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 26.483 | 15,12 | 1.755 | 19,06 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 23.242 | 12,18 | 1.540 | 16,05 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 17.268 | 3,89 | 1.145 | 7,42 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 38.141 | 6,08 | 2.528 | 9,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44.054 | 8,43 | 2.920 | 12,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 728 | 0,41 | 48 | 4,35 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3.040 | 201 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7.625 | 505 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56.770 | 12,86 | 3.763 | 16,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.464 | 815,99 | 163 | 858,82 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41.250 | 2.734 | ||||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 13.319 | 6,28 | 883 | 9,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.363.387 | 4,56 | 156.645 | 8,15 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4.592 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 13.465 | 55,25 | 892 | 60,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 236.207 | 81,77 | 15.656 | 88,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 170.099 | 8,83 | 11.274 | 9,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 801 | 46,44 | 53 | 51,43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 265 | 126,50 | 18 | 142,86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9.927 | 9,12 | 658 | 12,89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 215.979 | 47,30 | 14.315 | 52,37 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6.108 | 660,65 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 108.047 | 32,09 | 7.161 | 36,63 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11.246 | 0,74 | 745 | 4,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6.418 | 19,21 | 425 | 23,19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17.782 | 297,45 | 1.179 | 311,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30.707 | 2.035 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 91.696 | 0,62 | 6.078 | 4,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 74.147 | 3,14 | 4.914 | 6,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.549.033 | 29,37 | 168.950 | 33,81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.581 | 10,18 | 237 | 13,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3.626 | 4,65 | 240 | 8,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 427.431 | 1,29 | 28.330 | 4,77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21.631 | 0,32 | 1.434 | 3,77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.834 | 54,90 | 122 | 61,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25.340 | 5,60 | 1.680 | 9,24 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 122.878 | 0,19 | 8.144 | 3,63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 187 | 12 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 7.901 | 10,97 | 524 | 14,69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 76.501 | 9,58 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 129 | 3.125,00 | 9 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 61.952 | 3,37 | 4.106 | 6,93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9.858 | 5,16 | 1 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 218.908 | 9,61 | 14.492 | 16,23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9.938 | 189,06 | 659 | 199,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.061 | 11,10 | 70 | 12,90 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 307.223 | 0,98 | 20.363 | 4,45 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 402 | 27 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22.934 | 2,75 | 1.520 | 6,29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8.302 | 6,42 | 550 | 10,22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11.896 | 2,97 | 788 | 6,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 579.756 | 8,55 | 38.426 | 12,28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 467 | 455,95 | 31 | 500,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12.964 | 2,34 | 859 | 5,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55.304 | 57,66 | 3.666 | 63,11 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3.190 | 211 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 75.620 | 0,14 | 5.012 | 3,60 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 64.285 | 11,24 | 4.261 | 15,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218.598 | 8,10 | 14.485 | 11,76 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36.827 | 16,82 | 2.441 | 20,79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16.379 | 24,38 | 1.086 | 28,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 107.543 | 0,37 | 7.128 | 3,80 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4.238 | 1,51 | 281 | 4,87 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 135.858 | 0,64 | 9.101 | 5,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6.224 | 413 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45.373 | 10,60 | 3.029 | 15,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310.932 | 0,51 | 20.612 | 3,96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79.636 | 4,15 | 5.278 | 7,74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.882 | 52,58 | 854 | 57,67 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 116.591 | 29,85 | 7.699 | 35,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68.334 | 11,43 | 4.529 | 15,27 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 53.577 | 204,87 | 3.551 | 215,36 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 189 | 13 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 261.966 | 10,37 | 17.363 | 14,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 134 | 0,75 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25.311 | 20,07 | 1.678 | 27,33 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4.037 | 10,09 | 268 | 14,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35.789 | 46,95 | 2.372 | 48,06 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35.349 | 21,37 | 2.343 | 22,23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 53.779 | 41,00 | 3.564 | 45,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98.714 | 28,17 | 6.543 | 32,56 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50.795 | 8,30 | 3.367 | 12,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18.405 | 0,12 | 1.220 | 4,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 673.403 | 45,19 | 44.633 | 50,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.417.461 | 10,57 | 160.161 | 14,31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 20.367 | 7,71 | 1.350 | 11,40 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 5.196 | 344 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12.268 | 8,56 | 813 | 12,29 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5.401 | 0,02 | 358 | 3,18 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 11.988 | 6,54 | 795 | 10,12 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 71.719 | 9,40 | 4.754 | 13,17 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7.102 | 26,37 | 471 | 30,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52.411 | 11,72 | 3.474 | 15,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.915 | 157,80 | 1.254 | 166,60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29.626 | 19,69 | 1.964 | 23,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85.539 | 8,84 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22.160 | 1.469 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2.957 | 0,07 | 196 | 3,70 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5.659 | 374 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 167.359 | 0,71 | 11.093 | 4,17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16.407 | 22,25 | 1.087 | 26,40 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5.966 | 11,37 | 395 | 15,16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 79.182 | 1,35 | 5.248 | 4,83 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7.659 | 1,69 | 508 | 5,19 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 7.500 | 497 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 25.948 | 610,13 | 1.720 | 634,62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 414.753 | 12,05 | 27.490 | 15,90 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8.496 | 563 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.192 | 344 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 16.965 | 14,21 | 1.124 | 18,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.145 | 21,04 | 76 | 25,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12.087 | 6,35 | 801 | 10,03 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 16.182 | 10,59 | 1.073 | 14,41 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24.158 | 1,86 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3.192 | 212 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 28.575 | 0,28 | 1.894 | 3,73 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 25.000 | 96,85 | 1.657 | 103,81 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 64.462 | 25,50 | 4.224 | 23,80 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 87.093 | 2,96 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67.929 | 8,12 | 4.502 | 11,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25.735 | 20,49 | 1.706 | 24,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7.468 | 0,04 | 495 | 3,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 631.308 | 7,58 | 41.843 | 11,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5.786 | 11,29 | 384 | 15,02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7.482 | 10,24 | 469 | 5,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13.848 | 104,19 | 918 | 105,61 |
