Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund II - First Trust STOXX European Select Dividend Index Fund comprennent Manchester Financial Inc, SMI Advisory Services, LLC, ODonnell Financial Services, LLC, SMIFX - Sound Mind Investing Fund, Flagship Harbor Advisors, Llc, Foresight Capital Management Advisors, Inc., Forefront Wealth Management Inc., SMILX - SMI 50/40/10 Fund, Private Advisory Group LLC, Wisconsin Wealth Advisors, LLC, J2 Capital Management Inc, Ciovacco Capital Management LLC, Integrity Alliance, Llc., ORG Partners LLC, Wealth Enhancement Advisory Services, Llc, Lee Johnson Capital Management, Llc, Moors & Cabot, Inc., GWM Advisors LLC, Topsail Wealth Management, LLC, et Atomi Financial Group, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 491 557 | 609,22 | 23 179 | 712,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 323 | 456 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 216 | 68 | ||||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 157 967 | 2 455 | ||||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 13 493 | 7,75 | 210 | 23,67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 94 796 | 4,38 | 1 473 | 19,56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 109 515 | 886,62 | 2 | |||||
| 2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 427 620 | 6 128 | ||||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 632 650 | 2,76 | 9 831 | 17,68 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11 116 | 0,22 | 173 | 14,67 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 34 994 | 544 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 28 588 | 29,94 | 444 | 48,99 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 14 060 | 218 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 000 | 155 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 099 | 167,89 | 887 | 206,92 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 494 548 | 474,53 | 38 765 | 558,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 255 278 | 57,84 | 3 967 | 80,81 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 87 | 1 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 28 500 | 466 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22 905 | 356 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 650 174 | 53,73 | 10 081 | 75,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 493 | 237 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57 259 | 178,40 | 890 | 218,64 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 792 | 3,76 | 28 | 17,39 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32 694 | 1 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 304 | 253 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20 153 | 56,80 | 313 | 79,89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 29 086 | 452 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 14 600 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 164 659 | 3 531,65 | 2 559 | 4 093,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14 105 | 219 | ||||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 14 910 | 0,17 | 232 | 14,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 879 | 216 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 12 719 | 198 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 500 | 23 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5 716 | 89 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 000 | 47 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 44 010 | 684 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 747 517 | 11 616 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 114 170 | 26,49 | 1 774 | 44,93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 156 115 | 2 426 | ||||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 247 631 | 19 338 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 120 316 | 620,15 | 1 870 | 726,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 110 349 | 333,95 | 1 715 | 395,66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 380 881 | 93,91 | 6 | 150,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 22 366 | 348 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 879 | 216 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 438 | 137,04 | 100 | 177,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20 056 | 25,37 | 312 | 42,66 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 92 110 | 1 431 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 209 | 3 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 32 459 | 171,35 | 504 | 211,11 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 783 | 1,42 | 12 | 20,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400 000 | 161,23 | 6 216 | 199,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 843 | 1 603,50 | 91 | 2 900,00 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 195 185 | 3 033 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60 260 | 10,88 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 946 | 389 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 1 382 182 | 21 479 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 342 112 | 14 748,61 | 5 316 | 17 048,39 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14 770 | 1,29 | 230 | 16,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 569 857 | 6 008,45 | 8 855 | 6 927,78 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 414 962 | 3 906,97 | 6 449 | 4 505,71 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 543 | 4,21 | 257 | 19,53 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 154 669 | 11,65 | 2 404 | 27,89 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 52 722 | 819 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 71 719 | 940,46 | 1 110 | 1 080,85 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 41 716 | 648 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 772 | 28 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 154 637 | 81,04 | 17 943 | 107,34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 30 012 | 52,64 | 466 | 75,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 749 713 | 58,93 | 11 651 | 82,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50 089 | 109,35 | 778 | 140,12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 689 945 | 28,45 | 41 802 | 47,10 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 300 | 67 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 198 437 | 3 084 | ||||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 114 510 | 1 641 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 200 | 71,43 | 19 | 100,00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 22 640 | 352 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28 514 | 97,62 | 443 | 127,18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 181 155 | 47,82 | 2 815 | 69,27 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 163 272 | 0,71 | 2 537 | 15,32 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17 416 | 2,65 | 271 | 17,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 40 752 | 27,75 | 633 | 46,53 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 202 | 0,59 | 19 | 12,50 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 26 069 | 96,29 | 404 | 110,42 |
