Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF, to m.in Stillwater Private Wealth, LLC, Arwa Llc, Forum Finance Group S.A., Novem Group, Financial Designs Corp, Dunhill Financial, LLC, Pacific Excel Wealth Advisors, Inc., Trustmark National Bank Trust Department, Bessemer Group Inc, Cassaday & Co Wealth Management LLC, Security National Bank, My Portfolio Guide, LLC, Philadelphia Investment Partners, LLC, Gilpin Wealth Management, Llc, Legacy Wealth Managment, LLC/ID, Abound Wealth Management, i Pittenger & Anderson Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | SMART Wealth LLC | 34 755 | 17,93 | 2 445 | 16,87 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 18 878 | 4,54 | 1 328 | 3,67 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 91 560 | 4,79 | 6 442 | 3,87 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 597 455 | 1,47 | 42 037 | 0,57 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 90 412 | 20,53 | 6 361 | 19,46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 318 438 | 8,40 | 23 606 | 13,19 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 6 349 | 12,71 | 447 | 11,78 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 25 541 | 5,92 | 1 797 | 179 600,00 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 33 329 | 1,88 | 2 345 | 0,99 | ||||
| 2026-04-13 | 13F | Arwa Llc | 16 658 | 1 206 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 17 633 | 1,50 | 1 252 | 2,96 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 10 839 | 0,21 | 763 | -0,65 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 63 951 | 0,18 | 4 500 | -0,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 430 647 | 1,38 | 171 020 | 0,48 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 309 982 | 1,09 | 373 610 | 0,20 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5 416 | 4,82 | 376 | 2,73 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 21 848 | 7,42 | 1 537 | 6,51 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 611 993 | 4,20 | 43 060 | 3,27 | ||||
| 2026-04-10 | 13F | Novem Group | 4 655 | 328 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 21 887 | 12,60 | 1 540 | 11,60 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 2 665 | 4,22 | 188 | 3,31 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 39 536 | 11,12 | 2 782 | 10,14 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4 181 | 0,60 | 295 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 11 051 | 9,52 | 778 | 8,52 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 123 488 | 8,03 | 8 766 | 125 128,57 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 203 | 14 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 35 212 | 7,89 | 2 478 | 6,95 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 33 144 | 10,00 | 2 332 | 9,02 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7 240 | 33,26 | 509 | 32,21 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 26 096 | 2 | ||||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 16 103 | 12,79 | 1 133 | 11,85 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 39 038 | 8,77 | 2 747 | 7,81 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 555 229 | 9,32 | 39 066 | 8,35 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 29 247 | 12,55 | 2 058 | 11,55 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 583 922 | 5,71 | 41 085 | 4,77 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7 780 | 0,69 | 552 | 2,22 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 500 | 246 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 19 122 | 210,78 | 1 345 | 208,49 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 13 | 1 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 250 | 18 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 235 621 | 8,29 | 17 408 | 11,35 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 419 457 | 71,17 | 29 513 | 69,65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 46 | 142,11 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 47 831 | 10,47 | 3 365 | 9,50 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 705 | 17,18 | 120 | 15,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 69 560 | 1,60 | 4 894 | 0,70 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 82 334 | 5,67 | 5 795 | 4,75 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 16 090 | 28,43 | 1 132 | 27,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 10 383 | 8,08 | 1 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 76 921 | 5,12 | 5 299 | 2,02 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 58 064 | 182,59 | 4 085 | 180,18 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 10 369 | 1 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 5 356 | 0,09 | 377 | -0,79 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 140 | 10 | ||||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 35 603 | 9,20 | 2 505 | 8,25 | ||||
| 2026-04-16 | 13F | Security National Bank | 297 | 21 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 24 067 | 2,30 | 1 693 | 1,38 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 2 857 | 201 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 144 | 10 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 49 | 3 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 3 521 | 8,71 | 248 | 7,86 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 89 908 | 1,57 | 6 326 | 0,65 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 45 693 | 1,12 | 3 215 | 0,22 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 611 | 1 239 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3 217 | 226 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 6 840 | 2,80 | 481 | 1,91 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 13 831 | 21,30 | 973 | 20,27 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 136 | 10 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 29 940 | 6,34 | 2 107 | 5,41 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 121 009 | 0,76 | 8 514 | -0,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 43 736 | 6,52 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 606 322 | 2,25 | 183 381 | 1,34 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 170 | 1,19 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30 446 | 2 142 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 18 097 | 3,44 | 1 273 | 2,83 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 18 | 20,00 | 1 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 971 | 68 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 22 131 | 138,15 | 1 557 | 136,27 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 13 821 | 2,09 | 972 | 1,14 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11 258 | 12,18 | 792 | 11,24 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 147 400 | 8,73 | 10 371 | 7,77 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 29 675 | 6,53 | 2 088 | 5,56 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 129 | 19,44 | 9 | 28,57 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 134 770 | 11,32 | 9 482 | 10,33 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 189 146 | 3,85 | 13 308 | 2,93 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 61 447 | 3,04 | 4 323 | 2,13 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 56 792 | 22,80 | 4 119 | 25,46 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21 400 | 4,58 | 1 506 | 3,65 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 353 315 | 25,72 | 25 | 26,32 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 570 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 632 | 7,44 | 115 | 6,54 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 76 412 | 155,91 | 5 376 | 153,70 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 11 471 | 16,47 | 807 | 14,63 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 43 458 | 9,29 | 3 058 | 8,33 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 36 799 | 9,39 | 2 589 | 8,42 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 1 270 | 0,08 | 89 | -1,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 24 037 | 0,12 | 1 691 | -0,76 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 182 051 | 106,22 | 12 810 | 104,39 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 692 | 94,71 | 119 | 95,08 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 3 062 | 215 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 12 791 | 3,34 | 900 | 2,39 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 062 | 75 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 28 394 | 29,09 | 1 998 | 27,93 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 13 602 | 350,10 | 957 | 347,20 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 96 898 | 9,73 | 6 818 | 8,76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 68 470 | 10,82 | 4 818 | 9,83 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 38 410 | 0,63 | 2 702 | -0,26 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 13 122 | 44,61 | 923 | 43,32 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 4 049 | 2,64 | 285 | 1,43 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 223 206 | 71,70 | 15 703 | 70,14 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13 139 | 11,28 | 924 | 10,26 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 3 084 | 8,52 | 217 | 7,46 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 9 513 | 8,25 | 666 | 6,90 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 28 365 | 116,38 | 1 996 | 114,52 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 49 229 | 17,88 | 3 464 | 16,84 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2 884 | 96,19 | 203 | 94,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 42 126 | 626,31 | 2 964 | 620,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 103 699 | 7 296 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 104 098 | 114,91 | 7 324 | 113,03 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 697 | 0,15 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 31 435 | 3,42 | 2 212 | 2,50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 191 074 | 21,06 | 13 445 | 19,99 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 74 | 5 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 276 | 1,64 | 442 | 0,68 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 42 693 | 34,32 | 3 004 | 33,11 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 8 652 | 20,89 | 601 | 17,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10 210 | 725 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 166 035 | 99,18 | 11 755 | 98,66 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 468 069 | 10,75 | 32 933 | 9,77 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 11 832 | 0,05 | 835 | -0,48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 50 105 | 40,85 | 3 557 | 42,93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 276 | 50,65 | 90 | 48,33 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 61 050 | 1,86 | 4 295 | 0,94 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 148 | 81 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 126 792 | 2,15 | 8 921 | 1,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10 910 | 6,26 | 768 | 5,36 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 4 111 | 289 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 10 660 | 2,79 | 750 | 1,90 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 15 078 | 142,37 | 1 061 | 140,36 |
