Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF termasuk Annex Advisory Services, LLC, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Collaborative Wealth Managment Inc., Financial Partners Group, Inc, Brookwood Investment Group LLC, Gateway Wealth Partners, LLC, Montis Financial, LLC, Greenwood Capital Associates Llc, SRS Capital Advisors, Inc., Skopos Labs, Inc., Elequin Capital Lp, dan Deutsche Bank Ag\ .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182,918 | 0.34 | 3,474 | 1.91 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 13,891 | 33.54 | 264 | 35.57 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 17,978 | 0.23 | 341 | 1.79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 722,611 | 4.21 | 13,702 | 5.67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,894 | 0.75 | 207 | 1.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,358,113 | 30.69 | 82,760 | 32.71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 795,921 | 5.12 | 15,115 | 6.75 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 951,002 | 65.65 | 18,060 | 68.23 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 192,208 | 3.96 | 3,650 | 5.58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 98,297 | 16.60 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 34,922 | 49.89 | 663 | 52.41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 371,048 | 3.58 | 7,046 | 5.18 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 119,647 | 3.16 | 2,272 | 4.80 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 28,238 | 536 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,720 | 1.45 | 204 | 3.05 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 125,133 | 29.05 | 2,376 | 31.05 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 48,000 | 11.15 | 912 | 13.17 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79,314 | 2.27 | 1,506 | 3.86 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 147,563 | 0.32 | 2,802 | 1.85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,622,303 | 0.69 | 163,738 | 2.26 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 79,570 | 17.79 | 1,511 | 19.64 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12,545 | 4.15 | 238 | 5.78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 101,965 | 0.24 | 1,936 | 1.79 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 108,300 | 2,057 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,098 | 363 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,361,031 | 5.05 | 44,836 | 6.68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 58,534 | 9.91 | 1,112 | 11.66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 138,271 | 2.10 | 2,626 | 3.67 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 123,022 | 3.20 | 2,301 | 3.28 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 10,973 | 208 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 31,358 | 0.08 | 595 | 1.88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 262,064 | 7.89 | 4,977 | 9.56 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 265,973 | 3.58 | 5,051 | 5.19 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 75,478 | 1.74 | 1,433 | 3.32 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23,392 | 444 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,163 | 4.18 | 60 | 7.14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 37,087 | 4.00 | 704 | 5.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,006,953 | 12.44 | 38,112 | 14.18 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10,626 | 202 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 863,024 | 4.69 | 16,389 | 6.31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 172,601 | 7.01 | 3,278 | 8.65 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,923 | 6.06 | 3,084 | 5.08 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 151,555 | 231.78 | 2,878 | 237.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66,478 | 5.12 | 1,262 | 6.77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 300,449 | 9.28 | 5,706 | 10.97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 176,044 | 138.77 | 3,343 | 142.60 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,473 | 2.11 | 1,661 | 3.75 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 407 | 8 | ||||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 82,211 | 0.01 | 1,561 | 1.56 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 70,163 | 19.87 | 1,332 | 21.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28,272 | 0.45 | 537 | 1.90 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 583 | 1.57 | 11 | 10.00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 247,200 | 4,694 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,636 | 7.44 | 1 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69,558 | 0.32 | 1,321 | 1.85 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 587,075 | 37.94 | 11,149 | 40.09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 114,675 | 26.13 | 2,178 | 28.06 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 16,434 | 8.09 | 312 | 9.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,866 | 35 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 202,340 | 3,842 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 40,326 | 766 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52,664 | 17.23 | 1,000 | 19.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 49,664 | 1.39 | 943 | 3.06 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14,760 | 27.64 | 280 | 29.63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 71,759 | 14.25 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 158,831 | 6.45 | 3,016 | 8.10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,556,456 | 7.81 | 29,557 | 9.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188,336 | 14.14 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 33,739 | 7.21 | 641 | 8.84 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,155 | 1.45 | 212 | 2.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,432 | 87.20 | 654 | 90.38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 324,397 | 202.28 | 6,160 | 207.08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,405 | 6.93 | 387 | 8.71 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,744 | 2.52 | 736 | 4.11 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65,252 | 128.23 | 1,239 | 132.02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,209,178 | 8.67 | 22,962 | 10.36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 67,214 | 87.62 | 1,276 | 90.73 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,830 | 35 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,292,114 | 2.20 | 43,527 | 3.78 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 840,952 | 15,970 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77,873 | 20.01 | 1,479 | 21.85 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 81,300 | 1,520 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 264,187 | 419.44 | 5,017 | 427.44 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 22,755 | 19.66 | 432 | 21.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,706 | 298 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17,454 | 331 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 622 | 12 |
