Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF, to m.in Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Spartan Wealth Advisory Services LLC, Signal Advisors Wealth, LLC, Fifth Third Bancorp, Kingswood Wealth Advisors, Llc, TSA Wealth Managment LLC, Hrt Financial Lp, Uniting Wealth Partners, LLC, Brookstone Capital Management, Kingsview Wealth Management, LLC, Western Wealth Management, LLC, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, True Wealth Design, LLC, Marshall Investment Management, Llc, i Mosley Wealth Management .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 25 965 | 16,20 | 1 245 | 17,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 58 901 | 2 800 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 37 255 | 36,55 | 1 771 | 35,50 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 12 341 | 587 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 310 410 | 1,04 | 14 757 | 0,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 24 843 | 73,51 | 1 181 | 72,16 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 046 | 50 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 980 | 81,82 | 47 | 84,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 49 647 | 5,79 | 2 360 | 4,94 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 352 | 17 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 189 842 | 1,55 | 8 999 | 0,41 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 27 588 | 1,56 | 1 312 | 0,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 84 701 | 11,54 | 4 027 | 10,60 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 7 590 | 1,42 | 361 | 0,56 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8 890 | 47,26 | 423 | 46,02 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 40 205 | 6,05 | 1 911 | 5,17 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5 677 | 18,54 | 272 | 19,82 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 359 142 | 29,21 | 17 074 | 28,15 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 8 975 | 0,72 | 427 | -0,23 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 775 | 84 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8 083 | 0,12 | 384 | -0,52 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 344 | 1,78 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 60 305 | 3,66 | 2 867 | 2,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10 897 | 24,24 | 518 | 23,33 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 33 757 | 1 605 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6 280 | 299 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13 546 | 644 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 22 304 | 1 060 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 30 866 | 0,39 | 1 467 | -0,41 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 95 652 | 15,92 | 4 547 | 14,97 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 138 695 | 8,11 | 6 594 | 7,22 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 19 066 | 0,03 | 906 | -0,77 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6 182 | 3,26 | 294 | 2,45 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 6 162 | 293 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 14 772 | 57,07 | 703 | 55,65 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 65 527 | 7,27 | 3 128 | 6,80 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10 750 | 12,28 | 511 | 11,57 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 89 450 | 3,33 | 4 252 | 2,48 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 116 891 | 536,97 | 5 557 | 532,08 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 993 | 0,51 | 47 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 309 | 775 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 664 | 2 456 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 135 471 | 1,23 | 6 440 | 0,39 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 18 863 | 21,33 | 897 | 20,27 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10 546 | 1 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10 615 | 1,05 | 509 | 1,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 798 920 | 23,72 | 37 981 | 22,70 | ||||
| 2026-05-05 | 13F | UBS Group AG | 332 117 | 2,35 | 15 789 | 1,50 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 17 664 | 40,73 | 840 | 39,60 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 550 | 26 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 25 392 | 1 207 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 52 713 | 129,01 | 2 506 | 127,11 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 16 802 | 0,04 | 799 | -0,87 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1 917 | 91 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 237 886 | 4,73 | 11 309 | 3,66 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5 942 | 8,99 | 282 | 8,05 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10 123 | 17,44 | 481 | 16,46 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 171 195 | 56,59 | 8 | 60,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 977 | 7,65 | 379 | 6,76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 612 | 4,26 | 29 | 3,57 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42 740 | 23,53 | 2 032 | 22,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 345 682 | 28,41 | 16 | 33,33 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 78 510 | 5,43 | 3 732 | 4,57 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 542 231 | 11,03 | 25 778 | 10,12 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 325 | 15 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 416 205 | 7,14 | 67 326 | 6,26 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10 768 | 55,85 | 517 | 57,14 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 17 202 | 5,42 | 818 | 4,48 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 561 | 15,52 | 264 | 14,78 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 160 | 1,59 | 911 | 0,66 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 21 225 | 15,48 | 1 009 | 14,53 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5 488 | 3,06 | 261 | 1,96 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 214 | 10 | ||||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 178 980 | 1,22 | 8 509 | 0,39 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 29 877 | 27,13 | 1 420 | 26,11 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37 255 | 36,55 | 1 771 | 35,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16 564 | 787 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10 574 | 9,26 | 503 | 8,42 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 34 574 | 96,54 | 2 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 22 399 | 0,39 | 1 065 | -0,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 130 226 | 0,86 | 6 191 | 0,02 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 232 | 28,18 | 11 | 37,50 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 6 540 | 311 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 414 | 162 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6 009 | 2,89 | 289 | 3,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7 039 | 5,60 | 335 | 4,70 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 15 774 | 0,15 | 750 | -0,79 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18 747 | 30,41 | 899 | 31,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 51 258 | 5,65 | 2 437 | 4,77 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 9 960 | 0,65 | 473 | -0,21 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 227 982 | 7,44 | 10 838 | 6,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 423 | 38,89 | 1 209 | 37,74 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8 217 | 22,95 | 391 | 21,88 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9 861 | 1,62 | 469 | 0,65 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 22 865 | 11,73 | 1 087 | 10,92 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11 928 | 2,97 | 567 | 2,16 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 201 308 | 10,96 | 9 571 | 10,06 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 146 300 | 6,88 | 6 955 | 6,01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5 959 | 57,15 | 283 | 56,35 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36 313 | 14,59 | 1 726 | 13,70 |
