Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund includono Total Clarity Wealth Management, Inc., Fortis Group Advisors, LLC, e Wiley Bros.-aintree Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26.605 | 0,44 | 421 | -3,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19.764 | 0,38 | 317 | -1,56 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 32.851 | 47,61 | 519 | 42,98 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 234.411 | 3,95 | 3.706 | 0,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 82.555 | 0,17 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.000 | 16 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1.611.174 | 2,52 | 25.473 | -0,88 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7.946 | 1,26 | 126 | -2,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 269.657 | 5,74 | 4.263 | 2,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2.252 | 1,30 | 36 | -2,78 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 61.357 | 0,21 | 970 | -3,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.196.971 | 0,74 | 18.924 | -2,59 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 16.008 | 18,44 | 255 | 15,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38.941 | 19,46 | 616 | 15,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 360.401 | 12,98 | 5.698 | 9,22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 51.095 | 814 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14.134 | 17,78 | 223 | 13,78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15.508 | 245 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57.839 | 1,17 | 914 | -2,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48.042 | 760 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 863.071 | 0,32 | 13.645 | -3,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 56.800 | 898 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47.205 | 102,79 | 746 | 96,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 197 | 3 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22.233 | 45,62 | 352 | 40,96 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 38.716 | 10,63 | 612 | 6,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151.455 | 29,37 | 2.395 | 25,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 107.125 | 1,86 | 1.694 | -1,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 344.627 | 4,17 | 5.449 | 0,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.310 | 3,56 | 274 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 328 | 1,86 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 196 | 18,79 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57.483 | 11,07 | 906 | 7,35 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 10.051 | 0,14 | 159 | -3,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.441 | 1,62 | 23 | -4,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.538.244 | 147,05 | 24.348 | 139,15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.633 | 6,19 | 185 | 3,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128.401 | 3,82 | 2.030 | 0,40 |
