Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund includono Sky-mountain Capital Management, Inc., Duncan Williams Asset Management, LLC, Fiduciary Alliance LLC, Wiser Advisor Group LLC, ARS Investment Partners, LLC, Kestra Private Wealth Services, Llc, Quantum Private Wealth, LLC, Signature Estate & Investment Advisors Llc, rebel Financial LLC, Moran Wealth Management, LLC, Kingswood Wealth Advisors, Llc, Waycross Investment Management Co, Buckingham Strategic Partners, EBI - Longview Advantage ETF, Narus Financial Partners, LLC, One Day In July LLC, TFB Advisors LLC, Nautilus Advisors LLC, TrueWealth Advisors, LLC, e Clarendon Private 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29.626 | 9,66 | 4.119 | 34,75 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 171 | 24 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7.631 | 1,34 | 1.061 | 24,27 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 260 | 35,42 | 36 | 63,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2.100 | 425,00 | 292 | 546,67 | |||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 77.445 | 6,79 | 10.766 | 31,34 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3.069 | 68,81 | 427 | 107,80 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2.529 | 13,97 | 352 | 39,84 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42.183 | 46,55 | 5.864 | 80,10 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 14.554 | 15,22 | 2.023 | 41,57 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 45 | 2,27 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 895.102 | 15,81 | 124.437 | 42,31 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 152 | 47,57 | 21 | 90,91 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 39.718 | 109,13 | 5.522 | 157,03 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 26.540 | 14,27 | 1.815 | 19,66 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 1.600 | 222 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180.574 | 2,02 | 25 | 25,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12.423 | 19,82 | 1.727 | 47,35 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 739 | 58,24 | 103 | 96,15 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 12.429 | 9,22 | 1.728 | 34,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20.426 | 9,92 | 2.838 | 33,49 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 2 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 352 | 49 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3.375 | 690,40 | 469 | 877,08 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 30 | 4 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 1.591 | 221 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 81.236 | 1,65 | 11.293 | 24,91 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4.242 | 2,69 | 590 | 26,12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.513.737 | 6,52 | 210.440 | 30,90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 21.009 | 3,74 | 2.921 | 27,46 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 96.428 | 3,64 | 13.405 | 27,35 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18.820 | 3 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 3.172 | 0,19 | 441 | 23,18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15.436 | 6,73 | 2.146 | 31,11 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 57.502 | 4,43 | 7.994 | 28,32 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 4.974 | 4,36 | 692 | 28,20 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 3.000 | 417 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.193.672 | 5,43 | 165.944 | 29,56 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 2.605 | 362 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 10.546 | 39,31 | 1.475 | 76,32 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 25.810 | 0,02 | 3.588 | 22,92 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 27.569 | 7,17 | 3.833 | 31,68 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 43.963 | 3,98 | 6 | 50,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.128 | 4,26 | 296 | 28,26 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3.778 | 0,61 | 525 | 23,82 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 247.187 | 1,27 | 34.363 | 24,44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.354 | 27,87 | 466 | 55,85 | ||||
| 2025-08-14 | 13F | FIL Ltd | 175.963 | 185,56 | 24.493 | 251,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66.115 | 2,63 | 9.191 | 26,13 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 10.335 | 1.437 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 967 | 109 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 499.123 | 3,83 | 69.388 | 27,59 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 4.675 | 152,84 | 650 | 210,53 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3.433 | 477 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20.381 | 1.385,50 | 2.833 | 1.727,74 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7.777 | 24,29 | 1.081 | 52,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.836 | 5,52 | 255 | 30,10 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9.006 | 28,57 | 1.255 | 58,26 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4.326 | 18,36 | 601 | 45,52 | ||||
| 2025-08-12 | 13F | Main Management LLC | 486 | 0,62 | 0 | |||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 9.784 | 1.360 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.787 | 16,38 | 944 | 43,10 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 1.503 | 209 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 77 | 11 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 33.015 | 1,92 | 4.590 | 25,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 58.705 | 672,43 | 8.161 | 850,06 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3.556 | 82,27 | 494 | 124,55 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.218 | 20,84 | 2.116 | 48,53 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2.100 | 292 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 22 | 4,76 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2.567 | 7,09 | 357 | 31,37 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 17.262 | 0,42 | 2.400 | 23,41 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 296 | 0,34 | 41 | 24,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38.925 | 42,31 | 5.391 | 72,68 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3.443 | 26,49 | 479 | 55,70 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 380 | 55 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.633 | 9,73 | 505 | 35,03 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 3.748 | 521 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.467 | 2,65 | 1.316 | 26,17 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 3.284 | 4,09 | 457 | 28,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88.166 | 15,66 | 12.220 | 41,66 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2.739 | 13,94 | 381 | 40,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3.838 | 3,59 | 534 | 27,21 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 1.500 | 209 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.768 | 1.219 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 1.561 | 217 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 212 | 0,95 | 29 | 26,09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33.558 | 7,24 | 4.665 | 31,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 328.446 | 9,11 | 45.661 | 34,07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 82.040 | 20,77 | 11.405 | 48,43 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1.941 | 270 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12.782 | 65,94 | 1.777 | 103,90 | ||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 133.000 | 2,31 | 18 | 28,57 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16.025 | 53,95 | 2.228 | 87,46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1.883 | 262 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 4.799 | 667 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 1.600 | 222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14.375 | 5.283,90 | 1.998 | 6.560,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5.632 | 1,92 | 783 | 25,12 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27.149 | 0,43 | 3.774 | 23,41 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 3.941 | 66,15 | 548 | 104,10 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12.234 | 5,64 | 1.701 | 29,77 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3.464 | 8,05 | 482 | 32,87 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 700 | 63,55 | 97 | 102,08 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.221 | 76,96 | 170 | 116,67 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 1.494 | 208 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 2 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6.651 | 2,91 | 925 | 26,40 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 346.174 | 0,22 | 48.125 | 23,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 314.059 | 3,74 | 43.634 | 27,56 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1.175 | 0,26 | 163 | 23,48 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3.226 | 448 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1.465 | 204 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.436 | 478 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17.195 | 3,37 | 2.390 | 27,06 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1.489 | 207 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2.957 | 9,52 | 411 | 34,75 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 19 | 3 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 42.405 | 17,98 | 5.895 | 44,98 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 29.532 | 63,37 | 4.106 | 100,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3.242 | 10,27 | 461 | 38,86 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 40 | 2,56 | 6 | 25,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10.252 | 22,53 | 1.425 | 50,63 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1.554 | 216 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.849 | 318,38 | 674 | 410,61 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 8.638 | 0,34 | 1.201 | 23,33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.528 | 351 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 26.863 | 5,90 | 3.734 | 30,15 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27.102 | 3.768 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 275 | 175,00 | 38 | 245,45 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14.696 | 68,17 | 2.043 | 106,78 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 | 0 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5.445 | 7,59 | 757 | 32,17 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88.243 | 7,23 | 12.268 | 31,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 149.011 | 2,77 | 20.715 | 26,30 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6.172 | 0,03 | 858 | 23,10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 123.717 | 2,26 | 17.199 | 25,67 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 3.164 | 440 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 41 | 6 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 1.465 | 204 | ||||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 48.910 | 1.437,08 | 6.799 | 1.793,87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11.732 | 23,26 | 1.631 | 51,49 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 19.755 | 85,41 | 2.746 | 127,88 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 3.269 | 25,59 | 454 | 54,42 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 12.030 | 6,81 | 1.672 | 31,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.055 | 2,87 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.226 | 75,14 | 170 | 115,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.844 | 8,96 | 1.090 | 33,91 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3.747 | 31,66 | 521 | 61,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 86.385 | 4,02 | 12 | 33,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89.402 | 0,86 | 12 | 20,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 15.800 | 2.197 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.289 | 67,81 | 457 | 106,79 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9.918 | 79,93 | 1.379 | 121,19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 1.486 | 207 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1.582 | 2,73 | 220 | 25,86 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7.524 | 95,63 | 1.042 | 133,93 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3.747 | 45,40 | 521 | 67,20 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 1.584 | 220 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20.048 | 40,55 | 2.787 | 72,72 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 15.075 | 1,57 | 2.096 | 24,78 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 19.190 | 16,58 | 2.668 | 43,23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 807 | 3,07 | 112 | 27,27 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 229.685 | 3,47 | 31.931 | 27,15 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 397 | 33,67 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 1.567 | 218 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4.605 | 10,25 | 640 | 35,59 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2.616 | 364 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 2.500 | 293 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 12.385 | 1.722 | ||||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 1.187 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 1.895 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14.554 | 0,19 | 2.023 | 23,13 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 34.814 | 4.972 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 28.200 | 40,87 | 2.866 | 26,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39.296 | 17,20 | 5.463 | 44,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16.816 | 17,36 | 2.338 | 44,26 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 4.987 | 50,39 | 693 | 84,80 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19.888 | 1,99 | 2.765 | 25,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 199.613 | 8,53 | 27.761 | 33,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.447 | 150,69 | 479 | 209,03 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 48.187 | 12,75 | 6.699 | 38,56 |
