Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF comprennent National Asset Management, Inc., Balboa Wealth Partners, Gladstone Institutional Advisory LLC, Tactive Advisors, LLC, Dunhill Financial, LLC, First Trust Advisors Lp, FTBI - First Trust Balanced Income ETF, Novem Group, Western Wealth Management, LLC, Ausdal Financial Partners, Inc., Oppenheimer & Co Inc, Bank Of America Corp /de/, et Ronald Blue Trust, 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 | Stifel Financial Corp | 120 416 | 4,18 | 2 355 | 8,13 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 61 866 | 2,14 | 1 210 | 6,05 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 3 222 | 9,22 | 63 | 3,28 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 400 | 17,24 | 67 | 22,22 | ||||
2025-08-15 | 13F | Morgan Stanley | 9 423 | 130,73 | 184 | 142,11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2 675 684 | 19,58 | 52 336 | 24,08 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 25 501 | 122,56 | 499 | 131,63 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 43 220 | 61,88 | 845 | 67,99 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 108 782 | 1,13 | 22 | 5,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 15 614 | 127,01 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 336 | 2,24 | 359 | 5,92 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 115 773 | 8,39 | 2 265 | 12,47 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 21 283 | 94,85 | 416 | 102,93 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 16 039 | 314 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188 650 | 32,75 | 3 690 | 37,79 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 676 | 209 | ||||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 138 589 | 109,77 | 2 711 | 117,67 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 10 000 | 196 | ||||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 22 020 | 9,01 | 431 | 13,16 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 500 | 49 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 9 122 | 178 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 45 340 | 45,60 | 887 | 50,94 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 558 410 | 13,16 | 10 923 | 17,43 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 8 517 | 16,75 | 167 | 21,17 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 265 570 | 0,99 | 5 195 | 4,80 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1 848 | 1,15 | 36 | 5,88 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 548 | 4,78 | 11 | 11,11 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 117 273 | 3,08 | 2 | 0,00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 30 436 | 199,48 | 595 | 211,52 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1 935 | 6,03 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 9 117 | 178 | ||||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 18 503 | 7,58 | 362 | 11,42 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 151 960 | 17,97 | 2 972 | 22,41 | ||||
2025-07-29 | 13F | Private Trust Co Na | 45 779 | 10,16 | 895 | 14,30 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29 229 | 46,56 | 572 | 52,27 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 78 697 | 32,47 | 1 539 | 37,53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 115 953 | 17,27 | 2 268 | 21,74 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 22 618 | 2,47 | 442 | 6,25 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 97 505 | 37,26 | 1 907 | 42,42 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 18 760 | 3,62 | 367 | 7,33 | ||||
2025-07-16 | 13F | Novem Group | 13 288 | 260 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 20 229 | 396 | ||||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14 821 | 290 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 836 | 30,91 | 310 | 35,53 | ||||
2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 14 493 | 283 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 83 658 | 609,81 | 1 636 | 636,94 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 80 925 | 2,72 | 1 583 | 6,53 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 73 420 | 1 436 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 141 145 | 6,11 | 2 761 | 10,09 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 45 564 | 891 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 18 335 | 47,35 | 359 | 52,99 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 639 170 | 3,55 | 12 502 | 7,45 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 414 770 | 261,30 | 8 113 | 275,03 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 12 469 | 244 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47 521 | 4,04 | 930 | 8,02 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 402 800 | 7 879 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 62 028 | 1 213 | ||||||
2025-07-29 | 13F | Balboa Wealth Partners | 46 395 | 907 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 105 493 | 2,46 | 2 063 | 6,34 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 22 361 | 2,38 | 437 | 6,33 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 38 114 | 64,16 | 746 | 70,48 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 619 | 6,23 | 32 | 0,00 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 22 329 | 437 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 71 906 | 9,95 | 1 406 | 14,12 |