Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund comprennent Total Clarity Wealth Management, Inc., Fortis Group Advisors, LLC, et Wiley Bros.-aintree Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26 605 | 0,44 | 421 | -3,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 764 | 0,38 | 317 | -1,56 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 32 851 | 47,61 | 519 | 42,98 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 234 411 | 3,95 | 3 706 | 0,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 82 555 | 0,17 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 000 | 16 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 611 174 | 2,52 | 25 473 | -0,88 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7 946 | 1,26 | 126 | -2,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 269 657 | 5,74 | 4 263 | 2,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 252 | 1,30 | 36 | -2,78 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 61 357 | 0,21 | 970 | -3,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 196 971 | 0,74 | 18 924 | -2,59 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 16 008 | 18,44 | 255 | 15,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38 941 | 19,46 | 616 | 15,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 360 401 | 12,98 | 5 698 | 9,22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 51 095 | 814 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14 134 | 17,78 | 223 | 13,78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 508 | 245 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57 839 | 1,17 | 914 | -2,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 042 | 760 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 863 071 | 0,32 | 13 645 | -3,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 56 800 | 898 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47 205 | 102,79 | 746 | 96,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 197 | 3 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 233 | 45,62 | 352 | 40,96 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 38 716 | 10,63 | 612 | 6,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151 455 | 29,37 | 2 395 | 25,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 107 125 | 1,86 | 1 694 | -1,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 344 627 | 4,17 | 5 449 | 0,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 310 | 3,56 | 274 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 328 | 1,86 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 196 | 18,79 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 483 | 11,07 | 906 | 7,35 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 10 051 | 0,14 | 159 | -3,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 441 | 1,62 | 23 | -4,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 538 244 | 147,05 | 24 348 | 139,15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 633 | 6,19 | 185 | 3,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128 401 | 3,82 | 2 030 | 0,40 |
