Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF comprennent Almanack Investment Partners, LLC., Coastal Investment Advisors, Inc., Perigon Wealth Management, LLC, Milestones Private Investment Advisors LLC, Elequin Capital Lp, et Transce3nd, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24 413 | 705 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44 417 | 108,76 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 13 586 | 1,28 | 392 | 8,89 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 932 | 1 680,51 | 142 | 1 928,57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 836 | 0,03 | 111 | 6,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 783 696 | 144,71 | 22 633 | 162,84 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43 344 | 3,15 | 1 203 | 7,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116 650 | 81,27 | 3 368 | 92,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 32 657 | 943 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 43 439 | 9,48 | 1 255 | 17,64 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 167 068 | 4 825 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 | 900,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 404 | 184,51 | 12 | 266,67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 519 | 44 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 517 | 1,97 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8 642 | 250 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137 952 | 1 318,24 | 3 984 | 1 426,44 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 054 | 80,17 | 30 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 44 897 | 30 863,45 | 1 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 431 | 243 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 8 214 | 237 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 72 667 | 466,60 | 2 099 | 509,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 759 | 4 293,63 | 657 | 4 953,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 931 | 364,88 | 1 009 | 399,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 202 | 121 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 217 192 | 399,23 | 6 273 | 436,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | 6 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 52 480 | 1 516 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 954 | 100,68 | 721 | 115,57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 21 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 749 | 6,59 | 368 | 14,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58 302 | 22,97 | 1 684 | 32,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 512 | 15 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 292 703 | 14,58 | 8 453 | 23,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 654 | 2,95 | 283 | 11,90 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 291 | 1,39 | 8 | 14,29 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9 855 | 285 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6 096 | 176 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109 196 | 242,88 | 3 154 | 268,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 75 538 | 21,81 | 2 182 | 30,83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 101 | 9,66 | 32 | 19,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 255 522 | 115,13 | 36 260 | 131,05 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 848 | 284 |
