Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF, to m.in Stewardship Concepts Financial Services Llc, i Fifth Third Bancorp .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | CX Institutional | 2 331 | 0,69 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 27 725 | 2,21 | 556 | 2,02 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 53 882 | 7,74 | 1 080 | 7,68 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 635 | 0,68 | 33 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 276 925 | 5,69 | 5 552 | 5,65 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 16 972 | 19,72 | 340 | 19,72 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 109 973 | 2 205 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 54 794 | 1 489,61 | 1 099 | 1 514,71 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 12 101 | 13,95 | 243 | 13,62 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 124 580 | 16,17 | 2 498 | 16,09 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 58 093 | 140,50 | 1 165 | 140,50 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 879 542 | 16,40 | 17 635 | 16,33 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 17 129 | 12,79 | 343 | 12,83 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 16 485 | 0,68 | 331 | 0,61 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2 712 | 96,38 | 54 | 100,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 148 742 | 8,25 | 2 982 | 8,20 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 29 537 | 3,68 | 592 | 3,68 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 223 399 | 3,36 | 4 481 | 111 925,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 92 150 | 4,41 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 41 537 | 144,02 | 833 | 143,99 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 99 453 | 1 994 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 275 352 | 15,24 | 5 526 | 15,29 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 526 024 | 10,44 | 10 547 | 10,38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14 722 | 2,22 | 295 | 2,43 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 21 535 | 44,12 | 432 | 44,15 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 153 634 | 5,73 | 3 080 | 5,70 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 260 066 | 107,10 | 5 214 | 106,99 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15 694 | 55,59 | 315 | 55,45 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 045 | 41 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 91 931 | 1,65 | 1 843 | 1,60 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 14 294 | 1,04 | 287 | 1,06 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6 045 | 36,00 | 121 | 35,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 333 | 7 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 32 386 | 158,65 | 649 | 158,57 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 19 375 | 9,36 | 388 | 9,30 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 130 394 | 4,76 | 2 614 | 4,73 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43 324 | 0,10 | 869 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 26 067 | 523 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 24 527 | 492 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 16 639 | 61,53 | 334 | 61,65 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 124 370 | 6,42 | 2 494 | 6,36 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 65 048 | 0,25 | 1 304 | 0,23 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 494 | 190 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 6 024 | 33,51 | 121 | 33,33 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 54 765 | 23,75 | 1 098 | 23,79 | ||||
| 2026-05-05 | 13F | UBS Group AG | 212 193 | 1,86 | 4 254 | 1,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 35 797 | 718 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 44 570 | 12,61 | 894 | 12,61 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 27 413 | 0,56 | 550 | 0,55 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 66 445 | 1 332 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 186 | 204 |
