Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF comprennent Elequin Capital Lp, Foronjy Financial Llc, Raymond James Financial Inc, GWM Advisors LLC, Inspire Advisors, LLC, et Diversified Portfolios, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 712 | 0,15 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18 662 | 351,86 | 895 | 347,50 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 27 148 | 6,68 | 1 302 | 5,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 54 231 | 33,64 | 2 601 | 32,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 787 882 | 9,82 | 37 795 | 8,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 59 653 | 40,88 | 2 862 | 39,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 48 652 | 16,82 | 2 334 | 15,44 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 4 385 | 210 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 11 345 | 3,84 | 544 | 2,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 928 | 31,45 | 428 | 30,09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 188 | 24,17 | 345 | 22,42 | ||||
| 2025-08-14 | 13F | Clg Llc | 7 080 | 62,83 | 340 | 60,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 506 | 19,21 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 911 | 7,38 | 140 | 6,11 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 35 | 2 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 40 752 | 27,78 | 1 955 | 26,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44 463 | 6,54 | 2 133 | 5,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 389 | 319,64 | 67 | 312,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 898 | 1,70 | 43 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 105 477 | 24,81 | 5 060 | 23,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 210 892 | 6,42 | 10 117 | 5,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22 790 | 2,63 | 1 093 | 1,49 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 31 808 | 7,11 | 1 526 | 5,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34 875 | 144,22 | 1 673 | 141,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 386 | 3,46 | 258 | 2,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 88 954 | 171,02 | 4 267 | 167,86 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 23 786 | 60,86 | 1 141 | 59,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 992 | 239 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9 738 | 467 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 4 319 | 0,84 | 207 | 0,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 110 095 | 6,85 | 5 282 | 5,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 269 | 205 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 904 | 17,69 | 3 161 | 16,30 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 282 | 0,36 | 14 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 472 | 0,27 | 71 | -1,41 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 889 | 0,82 | 235 | -0,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 105 | 245 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17 265 | 828 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33 265 | 1 596 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11 875 | 570 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 32 962 | 1 581 | ||||||
| 2025-07-29 | 13F | Citizens Business Bank | 125 718 | 2,15 | 6 031 | 0,94 |
