Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF comprennent Clear Creek Financial Management, LLC, J.w. Cole Advisors, Inc., National Asset Management, Inc., Summit Wealth Group Llc / Co, Change Path, LLC, Total Investment Management Inc, Ameritas Advisory Services, LLC, Twin Peaks Wealth Advisors, 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.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241 385 | 11,41 | 9 018 | 37,47 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 14 112 | 527 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 220 940 | 3,72 | 8 712 | 30,29 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 51 512 | 22,75 | 1 924 | 51,50 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 875 | 33 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 174 168 | 971,34 | 6 507 | 1 222,36 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 384 581 | 11,05 | 14 | 40,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 705 | 12,80 | 26 | 44,44 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 567 | 1 030 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 118 255 | 0,81 | 4 418 | 24,42 | ||||
2025-08-12 | 13F | Change Path, LLC | 5 502 | 206 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 367 152 | 5,24 | 13 717 | 29,84 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 794 | 31 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 9 684 | 362 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 55 810 | 30,21 | 2 085 | 60,76 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 26 459 | 989 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 100 | 1,11 | 340 | 24,63 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 502 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 1 096 | 75,36 | 41 | 122,22 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 3 246 | 121 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 120 286 | 2,18 | 4 | 33,33 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 46 968 | 1 755 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 37 648 | 6,61 | 1 407 | 31,52 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 19 217 | 28,91 | 718 | 58,98 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 115 | 174,68 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9 330 | 4,19 | 349 | 28,41 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 072 | 572,67 | 302 | 736,11 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 348 | 11,34 | 1 | 0,00 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 19 116 | 3,07 | 714 | 27,27 |