Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund - First Trust Dow 30 Equal Weight ETF comprennent Guardian Wealth Advisors, Llc / Nc, Wealth Enhancement Advisory Services, Llc, Atlas Wealth LLC, Arete Wealth Advisors, LLC, O'shaughnessy Asset Management, Llc, et Simplex Trading, Llc .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex Trading, Llc | 150 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 794 680 | 0,83 | 30 460 | 6,70 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33 411 | 49,22 | 1 281 | 57,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 017 | 2,93 | 499 | 8,73 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 78 258 | 3 000 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 222 | 8,92 | 315 | 15,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 628 | 8,83 | 407 | 15,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 189 856 | 14,05 | 7 277 | 20,68 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 5 419 | 210 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23 982 | 249,29 | 919 | 270,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 558 824 | 78,60 | 21 420 | 88,98 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 319 | 9,95 | 396 | 16,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 164 622 | 68,01 | 6 310 | 77,77 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 227 | 3,49 | 699 | 9,40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 52 609 | 0,57 | 2 017 | 6,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 220 | 242 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 160 233 | 9,00 | 6 142 | 15,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80 651 | 4,67 | 3 091 | 10,75 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 234 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67 802 | 1,98 | 2 599 | 7,89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 540 | 2,17 | 481 | 8,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 48 671 | 1 866 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 15 946 | 0,57 | 611 | 6,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 26 807 | 140,36 | 1 028 | 154,21 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 79 091 | 1,87 | 3 002 | 9,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210 145 | 3,91 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 338 | 13 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 40 194 | 1,21 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 94 118 | 3 608 |
