Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Ex-Technology Sector Index Fund comprennent
First Trust Advisors Lp,
FV - First Trust Dorsey Wright Focus 5 ETF,
O'Dell Group, LLC,
DALI - First Trust Dorsey Wright DALI 1 ETF,
Benjamin Edwards Inc,
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF,
WCG Wealth Advisors LLC,
Bnp Paribas Arbitrage, Sa,
Pensionmark Financial Group, Llc,
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I,
Proactive Wealth Strategies LLC,
Transamerica Financial Advisors, Inc.,
TriaGen Wealth Management LLC,
Tudor Financial Inc.,
Trust Co Of Oklahoma,
HFG Advisors, Inc.,
Coastal Investment Advisors, Inc.,
Harmony Asset Management Llc,
Kovack Advisors, Inc.,
et
StoneX Group 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.
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 (%) |
2025-08-04 |
13F |
Kovack Advisors, Inc.
|
|
|
|
2 681 |
|
265 |
|
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
7 413 411 |
|
732 445 |
|
|
2025-08-25 |
NP |
FV - First Trust Dorsey Wright Focus 5 ETF
|
|
|
|
7 136 920 |
|
705 128 |
|
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
75 589 |
247,26 |
7 468 |
265,72 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
200 |
|
20 |
|
|
2025-07-29 |
13F |
Kraft, Davis & Associates, LLC
|
|
|
|
2 166 |
|
218 |
|
|
2025-08-05 |
13F |
HFG Advisors, Inc.
|
|
|
|
7 530 |
|
744 |
|
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
3 337 |
31,74 |
330 |
38,82 |
|
2025-07-01 |
13F |
Harbor Investment Advisory, Llc
|
|
|
|
640 |
0,16 |
63 |
6,78 |
|
2025-08-26 |
NP |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I
|
|
|
|
42 732 |
|
4 222 |
|
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
13 878 |
|
1 371 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
74 802 |
5,33 |
7 390 |
10,93 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
496 480 |
571,97 |
49 052 |
607,72 |
|
2025-08-14 |
13F |
Harmony Asset Management Llc
|
|
|
|
5 296 |
|
523 |
|
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
37 185 |
25,15 |
4 |
50,00 |
|
2025-07-22 |
13F |
Coastal Investment Advisors, Inc.
|
|
|
|
6 386 |
|
631 |
|
|
2025-08-13 |
13F/A |
StoneX Group Inc.
|
|
|
|
2 584 |
|
235 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
252 824 |
796,35 |
24 979 |
844,03 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
8 235 |
291,21 |
814 |
312,69 |
|
2025-07-07 |
13F |
Nova Wealth Management, Inc.
|
|
|
|
1 522 |
0,20 |
150 |
5,63 |
|
2025-07-29 |
13F |
International Assets Investment Management, Llc
|
|
|
|
2 080 |
|
206 |
|
|
2025-08-05 |
13F |
Claro Advisors LLC
|
|
|
|
2 386 |
|
236 |
|
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
83 763 |
|
8 276 |
|
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
2 137 |
0,19 |
211 |
5,50 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
53 463 |
781,94 |
5 282 |
829,93 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
177 640 |
|
17 518 |
|
|
2025-08-13 |
13F |
Proactive Wealth Strategies LLC
|
|
|
|
23 955 |
|
2 |
|
|
2025-08-25 |
NP |
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF
|
|
|
|
95 547 |
|
9 440 |
|
|
2025-08-14 |
13F |
Transamerica Financial Advisors, Inc.
|
|
|
|
22 547 |
|
2 228 |
|
|
2025-08-04 |
13F |
Pensionmark Financial Group, Llc
|
|
|
|
44 405 |
|
4 387 |
|
|
2025-07-31 |
13F |
Nilsine Partners, LLC
|
|
|
|
123 576 |
|
12 209 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
202 813 |
20 427,63 |
20 038 |
21 679,35 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
56 003 |
79,00 |
5 533 |
88,52 |
|
2025-07-08 |
13F |
Davis Investment Partners, LLC
|
|
|
|
11 358 |
3,28 |
1 132 |
13,33 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
80 656 |
99,10 |
7 969 |
109,68 |
|
2025-07-23 |
13F |
TriaGen Wealth Management LLC
|
|
|
|
22 392 |
|
2 212 |
|
|
2025-08-26 |
NP |
DALI - First Trust Dorsey Wright DALI 1 ETF
|
|
|
|
138 212 |
|
13 655 |
|
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
2 055 |
37,92 |
202 |
44,60 |
|
2025-08-14 |
13F |
Benjamin Edwards Inc
|
|
|
|
98 306 |
|
9 713 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
370 638 |
168,85 |
36 619 |
183,12 |
|
2025-08-13 |
13F |
WCG Wealth Advisors LLC
|
|
|
|
62 909 |
|
6 215 |
|
|
2025-07-07 |
13F |
Trust Co Of Oklahoma
|
|
|
|
8 116 |
|
802 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
64 628 |
525,51 |
6 385 |
558,93 |
|
2025-07-16 |
13F |
Minichmacgregor Wealth Management, Llc
|
|
|
|
6 842 |
|
676 |
|
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
21 560 |
355,72 |
2 130 |
380,81 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
30 633 |
|
3 |
|
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
50 000 |
|
4 940 |
|
|
2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
182 |
|
18 |
|
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
19 113 |
195,82 |
2 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
48 683 |
15,83 |
4 810 |
21,96 |
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
14 234 |
0,06 |
1 |
0,00 |
|
2025-08-14 |
13F |
Tudor Financial Inc.
|
|
|
|
8 950 |
|
884 |
|
|
2025-08-06 |
13F |
O'Dell Group, LLC
|
|
|
|
216 849 |
|
21 425 |
|
|
2025-08-14 |
13F/A |
Rockefeller Capital Management L.P.
|
|
|
|
16 608 |
|
1 641 |
|
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
4 141 |
|
409 |
|
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
16 133 |
179,80 |
2 |
|
|