Podstawowe statystyki
| Właściciele instytucjonalni | 115 total, 115 long only, 0 short only, 0 long/short - change of 42,00% MRQ |
| Średnia alokacja portfela | 0.1968 % - change of 141,44% MRQ |
| Akcje instytucjonalne (długie) | 3 875 446 (ex 13D/G) - change of 3,18MM shares 217,34% MRQ |
| Wartość instytucjonalna (długa) | $ 94 444 USD ($1000) |
Własność instytucjonalna i akcjonariusze
First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF (MX:FAN) posiada 115 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 3,875,446 akcji. Do największych akcjonariuszy należą Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, LPL Financial LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Oppenheimer & Co Inc, Stifel Financial Corp, Independent Advisor Alliance, and Truist Financial Corp .
First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF (BMV:FAN) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 | 0 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8 900 | 0,00 | 220 | 20,88 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 400 | 0,00 | 10 | 12,50 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 384 | 34 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2 769 | 10,76 | 69 | 33,33 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 580 | 0,00 | 14 | 27,27 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 774 | 0,00 | 19 | 26,67 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 8 205 | 0,00 | 203 | 20,96 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 600 | 0,00 | 15 | 16,67 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 17 105 | 423 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24 516 | 38,89 | 607 | 67,87 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 246 | 0,00 | 6 | 20,00 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 10 756 | 0,00 | 266 | 20,91 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 570 | 0,00 | 14 | 27,27 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 50 387 | 2,57 | 1 340 | 33,33 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 200 | 0,00 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1 277 | 0,00 | 32 | 19,23 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 6 700 | 166 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9 075 | 22,67 | 225 | 48,34 | ||||
| 2026-02-13 | 13F | Barclays Plc | 500 | 10 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 273 | 0,00 | 7 | 20,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 866 562 | 30,81 | 21 439 | 58,10 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 14 726 | 231 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 338 | -72,61 | 8 | -68,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 995 | 0,00 | 74 | 21,31 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 28 778 | 0,28 | 589 | 0,34 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 94 | 0,00 | 2 | 100,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 439 | 7,30 | 110 | 29,76 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 4 530 | 0,00 | 112 | 21,74 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 4 204 | 121,73 | 104 | 173,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 099 | 4,18 | 374 | 26,01 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 9 392 | 0,00 | 192 | 6,67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 102 711 | 2 541 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 24 649 | -76,31 | 610 | -71,40 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 388 | 115,52 | 59 | 168,18 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 275 | -60,43 | 7 | -57,14 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1 843 | 46 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 407 726 | -7,96 | 10 087 | 11,24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 62 160 | 0,00 | 1 537 | 20,93 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6 888 | 0,00 | 170 | 21,43 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 37 814 | 936 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 91 870 | -23,52 | 2 273 | -7,57 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 8 015 | 19,86 | 198 | 39,44 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2 | 100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2 429 | -0,21 | 60 | 22,45 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 75 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 10 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 261 | 0,00 | 6 | 20,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 406 | -52,90 | 10 | -41,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 180 | 29 | ||||||
| 2026-05-06 | 13F | Forty-three Eighteen Advisors, LLC | 62 638 | 1 550 | ||||||
| 2026-05-15 | 13F | Castleark Management Llc | 39 412 | 85,36 | 975 | 124,14 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 141 | 0,00 | 28 | 21,74 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 47 312 | -27,72 | 1 170 | -12,69 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 13 135 | 3,79 | 325 | 25,10 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 615 | 0,00 | 15 | 25,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 34 123 | 18,17 | 844 | 42,81 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 200 | 0,00 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Florin Court Capital LLP | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 500 | 0,00 | 12 | 20,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 18 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 293 218 | 2,94 | 7 254 | 24,43 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 8 306 | -50,60 | 205 | -40,41 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 100 | 0,00 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 34 939 | 864 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 790 | 20 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 16 680 | -3,66 | 413 | 16,38 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 16 803 | -0,87 | 416 | 19,94 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 1 000 | 0,00 | 25 | 20,00 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 35 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Creative Planning | 10 110 | -2,29 | 250 | 18,48 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 924 | 17,60 | 48 | 42,42 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 68 352 | -20,04 | 1 691 | -3,32 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 10 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 13 821 | -20,62 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 265 | -31,17 | 7 | -14,29 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 1 264 | -3,14 | 31 | 19,23 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 50 847 | -2,33 | 1 258 | 18,03 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 400 | 0,00 | 10 | 12,50 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 6 450 | -5,84 | 160 | |||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 8 219 | 203 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 479 | 166,39 | 86 | 230,77 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 020 | 0,17 | 62 | 7,02 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 200 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 14 899 | -20,89 | 369 | -4,42 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 250 | 0,00 | 6 | 20,00 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 529 | 20,12 | 87 | 45,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9 000 | -10,00 | 0 | |||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 9 832 | -52,05 | 261 | -43,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 200 646 | -9,45 | 4 964 | 9,44 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 114 464 | -3,89 | 2 832 | 16,17 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 30 711 | 12,66 | 760 | 36,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | 401 865 | -2,54 | 9 942 | 17,80 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 15 726 | -13,78 | 389 | 0,00 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13 176 | -9,86 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 547 | 0,00 | 63 | 21,15 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 332 | 0,00 | 8 | 33,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 151 208 | -26,50 | 3 741 | -11,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 34 800 | -2,37 | 861 | 18,11 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2 173 | -76,46 | 44 | -75,14 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 152 062 | -7,59 | 3 762 | 11,70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11 327 | -2,75 | 280 | 17,65 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 299 | -26,54 | 7 | -12,50 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 12 442 | 0,00 | 308 | 20,87 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 268 | 0,00 | 7 | 20,00 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 400 | 0,00 | 10 | 12,50 | ||||
| 2026-05-15 | 13F | Amundi | 23 904 | -50,87 | 591 | -40,60 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 425 | 0,00 | 11 | 25,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 690 | -27,75 | 17 | -10,53 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 051 | 0,00 | 26 | 23,81 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 12 871 | 0,00 | 318 | 20,91 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 67 025 | 5,59 | 1 372 | 137 100,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 911 | 0,00 | 23 | 22,22 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 200 | 0,00 | 4 | 0,00 |
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