Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF, to m.in Cooper Financial Group, Integrity Wealth Partners, LLC, Kovack Advisors, Inc., Southland Equity Partners LLC, Everest Financial Group LLC, Advyzon Investment Management, LLC, Uniting Wealth Partners, LLC, Clearwater Capital Advisors, LLC, Asset Allocation Strategies LLC, Citadel Advisors Llc, Ignite Planners, LLC, Goldenstone Wealth Management LLC, Gilpin Wealth Management, Llc, Rossby Financial, LCC, Golden State Equity Partners, Innovative Asset Advisors Group, LLC, Smartleaf Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 31 824 | 730 | ||||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 2 367 488 | 12,88 | 54 334 | 9,68 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 38 896 | 8 562,81 | 893 | 8 820,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 206 225 | 3,07 | 4 733 | 0,13 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 64 152 | 0,87 | 1 472 | -2,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 96 385 | 53,07 | 2 212 | 48,76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 107 237 | 2,02 | 2 461 | -0,85 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 361 857 | 35,88 | 8 547 | 35,37 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 67 329 | 70,84 | 1 545 | 66,13 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 12 730 | 6,05 | 292 | 3,18 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 24 547 | 22,62 | 563 | 19,28 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 24 246 | 7,20 | 556 | 4,12 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 15 697 | 56,31 | 360 | 51,90 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 66 013 | 9,04 | 1 515 | 6,02 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 229 137 | 23,08 | 5 412 | 23,08 | ||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 11 266 | 0,27 | 259 | -2,64 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 218 950 | 9,76 | 5 025 | 6,64 | ||||
| 2026-04-13 | 13F | Arwa Llc | 75 377 | 89,66 | 1 786 | 90,30 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 3 010 900 | 7,35 | 69 100 | 4,30 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 212 991 | 29,38 | 4 888 | 25,72 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 34 711 | 524,86 | 797 | 507,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 584 | 151 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 60 205 | 29,94 | 1 382 | 26,23 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 18 482 | 0,19 | 424 | -2,53 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 76 790 | 23,26 | 1 762 | 19,78 | ||||
| 2026-04-10 | 13F | Novem Group | 12 792 | 10,57 | 294 | 7,33 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 64 074 | 18,54 | 1 470 | 15,20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 9 636 369 | 6,85 | 221 155 | 3,82 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 260 | 35,41 | 52 | 30,77 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 527 288 | 22,06 | 58 001 | 18,59 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18 038 | 25,13 | 414 | 21,47 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 32 184 | 11,33 | 739 | 64,73 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 12 186 | 280 | ||||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 11 587 | 266 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14 249 | 327 | ||||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 17 032 | 15,03 | 391 | 11,75 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 755 505 | 13,58 | 41 465 | 115 080,56 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 783 188 | 8,56 | 86 824 | 5,48 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 20 257 | 0,93 | 465 | -2,11 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 904 147 | 22,45 | 89 600 | 18,98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6 857 331 | 6,40 | 157 376 | 3,38 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 30 900 | 713 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 816 393 | 31,14 | 41 686 | 27,43 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 515 | 12 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 95 194 | 3,27 | 2 185 | 0,32 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 132 697 | 27,53 | 3 045 | 23,93 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 25 325 | 581 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 522 700 | 11 996 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5 602 | 61,02 | 126 | 52,44 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 755 | 17 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 227 800 | 30,05 | 5 228 | 26,37 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 80 702 | 54,95 | 1 852 | 50,57 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 22 954 | 101,03 | 527 | 95,54 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 158 308 | 43,95 | 3 633 | 39,89 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 401 866 | 8,40 | 9 653 | 10,23 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 47 759 | 6,68 | 1 096 | 3,69 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 152 861 | 8,30 | 3 528 | 5,85 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 43 166 | 44,15 | 991 | 40,03 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 1 954 | 45 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 28 485 | 32,37 | 654 | 28,54 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 219 523 | 0,90 | 5 038 | -1,95 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 12 100 | 278 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 907 | 32,60 | 2 293 | 28,84 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 18 500 | 425 | ||||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 13 920 | 1,21 | 319 | -1,54 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 13 617 | 2,29 | 313 | -0,64 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 211 386 | 8,05 | 4 851 | 5,00 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 28 457 | 83,03 | 653 | 77,93 | ||||
| 2026-04-06 | 13F | CX Institutional | 123 | 1,65 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 12 038 | 0,81 | 276 | -2,13 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 45 573 | 2,40 | 1 046 | -0,57 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 292 101 | 6 704 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 164 271 | 8,24 | 3 770 | 5,19 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 21 321 | 2,76 | 489 | -0,20 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 001 347 | 98,70 | 45 911 | 93,03 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 46 169 | 11,37 | 1 066 | 8,78 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 82 315 | 5,33 | 1 889 | 2,38 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 165 360 | 3,67 | 3 795 | 0,74 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 679 249 | 2,67 | 16 | 0,00 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 108 578 | 6,06 | 2 492 | 3,02 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 24 835 | 116,43 | 570 | 109,96 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 36 636 | 14,27 | 841 | 11,10 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 60 484 | 204,61 | 1 388 | 196,58 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 12 648 | 290 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 273 | 29 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 51 714 | 3,18 | 1 187 | 0,25 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 17 780 | 74,55 | 414 | 71,78 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 122 626 | 6,24 | 2 814 | 3,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5 502 | 0,84 | 126 | -1,56 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 10 192 | 0,09 | 234 | -2,92 | ||||
| 2026-05-05 | 13F | UBS Group AG | 597 | 14 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 23 903 | 58,15 | 549 | 53,50 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 177 399 | 6,09 | 4 071 | 3,09 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 783 | 15,37 | 89 | 15,58 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 115 048 | 57,34 | 2 640 | 52,87 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 85 321 | 2,16 | 1 958 | -0,71 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 100 703 | 38,77 | 2 311 | 34,83 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 59 307 | 3,04 | 1 361 | 0,15 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 28 596 | 2,12 | 677 | 1,04 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 150 330 | 13,86 | 3 450 | 10,65 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 129 | 26 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 64 021 | 20,15 | 1 469 | 16,77 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 163 601 | 27,77 | 3 755 | 24,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 861 379 | 30,75 | 19 769 | 131 686,67 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 47 801 | 0,42 | 1 097 | -2,40 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 5 594 | 15,79 | 128 | 12,28 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 507 402 | 4,54 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3 995 | 92 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 205 814 | 4 723 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 52 852 | 41,22 | 1 213 | 37,26 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 224 002 | 35,18 | 5 141 | 31,32 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 42 237 | 93,73 | 969 | 88,52 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 87 | 2 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 21 409 | 16,42 | 491 | 13,13 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 050 | 24 | ||||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 33 225 | 1,78 | 763 | -1,17 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 50 882 | 34,41 | 1 168 | 30,54 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 52 315 | 0,60 | 1 239 | -2,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 839 | 249 | ||||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 9 813 | 2,29 | 225 | -0,44 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 61 547 | 12,16 | 1 413 | 8,95 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 19 501 | 20,91 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 35 411 | 0,45 | 813 | -2,40 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 10 350 | 0,16 | 238 | -2,87 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 297 955 | 6 838 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10 313 | 237 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 374 265 | 4,95 | 8 589 | 1,97 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17 081 | 1,38 | 392 | -1,26 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 13 722 | 315 | ||||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 22 342 | 1,72 | 513 | -1,16 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 12 941 | 297 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2 207 | 51 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 70 540 | 97,38 | 1 619 | 91,71 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 405 975 | 9 317 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 14 125 | 7,53 | 324 | 4,52 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 20 439 | 854,20 | 469 | 838,00 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 89 146 | 17,57 | 2 046 | 14,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12 657 | 290 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 234 922 | 61,86 | 5 391 | 57,26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 121 434 | 5,52 | 2 868 | 5,13 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26 392 | 2,64 | 1 | |||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 12 050 | 277 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 190 571 | 0,35 | 4 484 | -0,58 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 117 627 | 9,01 | 2 700 | 5,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 593 180 | 1,11 | 13 614 | -1,76 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 41 408 | 50,84 | 950 | 46,60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 300 049 | 5,50 | 6 886 | 2,52 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1 500 | 100,00 | 34 | 100,00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 59 224 | 6,36 | 1 359 | 3,35 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 25 698 | 29,49 | 590 | 25,85 |
