Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF includono Mercer Global Advisors Inc /adv, Advyzon Investment Management, LLC, Independent Advisor Alliance, Citadel Advisors Llc, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Rsm Us Wealth Management Llc, October Effect Ltd, Ubs Asset Management Americas Inc, Simplex Trading, Llc, e Caldwell Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.375 | 154 | ||||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 2.008 | 0,20 | 225 | 4,19 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 255 | 0,79 | 29 | 3,70 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 7.274 | 0,01 | 814 | 3,96 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 5.042 | 564 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6.831 | 0,01 | 774 | 5,03 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 1.829 | 205 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6.729 | 1,31 | 753 | 5,31 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1.905 | 0,21 | 213 | 4,41 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6.630 | 742 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.239 | 3,50 | 1.146 | 7,41 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.035 | 12,99 | 228 | 17,01 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.360 | 10,39 | 152 | 15,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 7.200 | 5,28 | 806 | 9,23 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 40 | 4 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.310 | 370 | ||||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 4.620 | 2,78 | 517 | 6,82 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19.239 | 1,34 | 2.153 | 5,28 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.868 | 209 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 21.098 | 2,32 | 2.361 | 6,26 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 263 | 0,38 | 29 | 3,57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 953 | 107 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 17.516 | 4,66 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 266 | 20,36 | 30 | 26,09 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 4.972 | 11,48 | 536 | 11,46 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 58.654 | 2,56 | 6.565 | 6,51 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.555 | 510 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 33.486 | 102,96 | 3.748 | 110,74 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 165 | 18 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 1.206 | 0,25 | 135 | 3,88 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 185 | 21 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7.694 | 23,56 | 861 | 28,32 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 1.787 | 200 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 61.266 | 12,87 | 6.857 | 17,22 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5.816 | 651 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172 | 0,58 | 19 | 5,56 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 1.832 | 205 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 18.036 | 9,84 | 2.020 | 14,00 | ||||
| 2026-04-16 | 13F | Security National Bank | 138 | 200,00 | 15 | 275,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 346 | 39 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79.842 | 19,81 | 8.936 | 24,44 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 6.389 | 174,80 | 715 | 186,00 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 1.800 | 201 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 1.895 | 212 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2.083 | 233 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10.366 | 1,75 | 1.160 | 5,74 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3.300 | 369 | |||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 12.458 | 94,20 | 1.394 | 101,74 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 64.687 | 1,06 | 7.240 | 4,96 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.814 | 8,29 | 875 | 12,48 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1.869 | 209 |
