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 Technology Dividend Index Fund comprennent Eagle Strategies LLC, Summit X, LLC, Traction Financial Partners, LLC, Thrivent Financial For Lutherans, Bearing Point Capital, Llc, Quadrature Capital Ltd, TFAGX - TFA AlphaGen Growth Fund Class I, Brookwood Investment Group LLC, Novem Group, Martin Worley Group, Summit Wealth Group Llc / Co, CI Private Wealth, LLC, Parr Mcknight Wealth Management Group, Llc, Buckingham Strategic Partners, Summit Financial, LLC, Two Sigma Securities, Llc, ShoreHaven Wealth Partners, LLC, Meridian Investment Counsel Inc., Asset Allocation Strategies LLC, et Sandbox Financial Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-02 | 13F | Marcum Wealth, LLC | 2 807 | 0,39 | 207 | -5,94 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 2 400 | 25,98 | 216 | 54,29 | ||||
2025-07-31 | 13F/A | Avion Wealth | 100 | 0 | ||||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 3 994 | 0,13 | 360 | 22,87 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 6 307 | 73,51 | 569 | 112,73 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 13 533 | 56,43 | 1 | |||||
2025-08-12 | 13F | LPL Financial LLC | 2 602 998 | 9,99 | 234 712 | 34,73 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 270 102 | 2,08 | 24 355 | 25,05 | ||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 5 400 | 487 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 4 795 | 14,88 | 432 | 32,11 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 4 677 | 422 | ||||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2 521 | 227 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 215 | 19 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2 665 | 240 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13 288 | 6,54 | 1 198 | 30,50 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 419 288 | 690,92 | 37 819 | 872,19 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2 621 | 236 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 3 021 | 272 | ||||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 60 663 | 2,03 | 5 470 | 25,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 301 | 27 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 061 | 3,99 | 456 | 27,37 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 2 518 | 0,04 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 999 | 3,42 | 90 | 26,76 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19 655 | 21,12 | 2 | 0,00 | ||||
2025-07-15 | 13F | tru Independence LLC | 2 572 | 232 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 376 | 1 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 54 400 | 2,31 | 4 905 | 25,32 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 34 640 | 2,59 | 3 123 | 25,67 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 122 842 | 10,52 | 11 077 | 35,39 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 008 | 2,12 | 452 | 24,93 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 540 | 49 | ||||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 107 226 | 0,06 | 9 669 | 22,57 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 415 | 3,75 | 37 | 48,00 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 20 082 | 20,06 | 1 811 | 47,03 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210 875 | 3,17 | 19 | 26,67 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 913 | 126,55 | 82 | 182,76 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 11 806 | 40,82 | 1 | |||||
2025-07-22 | 13F | Private Wealth Group, LLC | 111 415 | 13,93 | 10 046 | 39,57 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 11 267 | 6,00 | 1 016 | 29,80 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 81 312 | 2 146,81 | 7 332 | 2 490,46 | ||||
2025-07-16 | 13F | Novem Group | 3 911 | 353 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 650 | 239 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 853 225 | 36,58 | 76 935 | 67,31 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 260 | 23 | ||||||
2025-08-14 | 13F | UBS Group AG | 1 103 545 | 1,33 | 99 507 | 24,12 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 295 | 477 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 46 499 | 0,03 | 4 193 | 22,50 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 24 846 | 2,63 | 2 240 | 25,70 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44 751 | 9,53 | 4 035 | 34,19 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14 600 | 78,18 | 1 321 | 118,91 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4 700 | 424 | |||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2 923 | 3,65 | 264 | 27,05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 284 311 | 457,71 | 25 636 | 583,26 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 136 | 58,12 | 643 | 93,67 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 629 | 21,03 | 147 | 47,47 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 47 640 | 4 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 6 814 | 0,53 | 614 | 23,29 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6 886 | 59,92 | 621 | 96,20 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 386 401 | 17,08 | 125 012 | 43,42 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2 362 | 213 | ||||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2 400 | 216 | ||||||
2025-08-12 | 13F | Argent Trust Co | 3 144 | 3,29 | 283 | 26,34 | ||||
2025-08-12 | 13F | Change Path, LLC | 12 518 | 37,30 | 1 129 | 68,11 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 837 | 23,65 | 346 | 51,75 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52 498 | 29,10 | 4 734 | 58,14 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15 447 | 0,34 | 1 393 | 22,86 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 41 595 | 6,04 | 3 751 | 29,89 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13 259 | 0,58 | 1 196 | 23,20 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5 320 | 6,49 | 480 | 30,52 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72 564 | 8,43 | 6 543 | 32,83 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 8 243 | 56,18 | 743 | 91,49 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 385 | 35 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 33 537 | 38,77 | 2 984 | 68,30 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 19 883 | 1,21 | 1 793 | 23,93 | ||||
2025-07-18 | 13F | First Pacific Financial | 300 | 27 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 360 819 | 4,57 | 32 400 | 27,54 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5 131 | 3,36 | 463 | 26,58 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 49 416 | 2,37 | 4 456 | 25,39 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 161 028 | 2,57 | 15 | 27,27 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 52 637 | 20,37 | 4 746 | 47,48 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 3 392 | 2,73 | 306 | 25,51 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 804 | 0,11 | 163 | 24,62 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 263 838 | 2,61 | 23 791 | 25,70 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 25 296 | 7,17 | 2 281 | 31,26 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 303 | 12,22 | 24 | 21,05 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 | 25,00 | 1 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 3 911 | 5,36 | 353 | 28,94 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 189 | 3,62 | 558 | 27,11 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 799 | 15,80 | 72 | 44,00 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 225 | 201 | ||||||
2025-08-07 | 13F | Summit X, LLC | 24 442 | 2 204 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 161 | 6,58 | 1 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 2 463 | 222 | ||||||
2025-08-14 | 13F | Fmr Llc | 11 874 | 11,25 | 1 071 | 36,31 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 20 747 | 0,25 | 1 871 | 22,78 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 81 511 | 1,31 | 7 350 | 24,10 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 2 264 | 204 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8 542 | 0,89 | 770 | 23,60 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 5 251 | 8,00 | 473 | 32,49 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2 433 | 219 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 11 085 | 0,03 | 1 000 | 22,58 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 20 602 | 4,53 | 1 858 | 27,63 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 310 | 0,22 | 6 791 | 22,76 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 39 160 | 0,18 | 3 531 | 22,73 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 3 990 | 0,55 | 360 | 22,95 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 10 368 | 7,05 | 935 | 31,18 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 344 | 39,13 | 121 | 70,42 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 4 799 | 5,66 | 433 | 29,34 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 5 460 | 2,96 | 492 | 26,15 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 30 993 | 4,51 | 2 795 | 28,05 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 477 | 84,62 | 133 | 129,31 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2 871 | 0,03 | 259 | 22,27 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 15 159 | 132,64 | 1 367 | 185,18 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 550 723 | 13,17 | 49 658 | 38,62 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 673 | 0,15 | 421 | 22,74 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 3 279 | 9,30 | 296 | 34,09 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 21 807 | 1,96 | 1 966 | 17,16 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 24 003 | 1,06 | 2 164 | 23,80 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 65 082 | 41,44 | 5 868 | 73,25 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37 354 | 62,01 | 3 368 | 98,47 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2 120 | 191 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 4 773 | 7,19 | 430 | 31,50 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 7 747 | 699 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 6 480 | 10,69 | 586 | 36,28 | ||||
2025-08-12 | 13F | Martin Worley Group | 2 915 | 263 | ||||||
2025-08-05 | 13F | Advisors Preferred, LLC | 2 076 | 187 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 159 187 | 7,22 | 14 354 | 31,34 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 2 865 | 258 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2 477 | 223 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 19 129 | 26,01 | 1 725 | 54,34 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 4 419 | 398 | ||||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 6 839 | 3,00 | 617 | 26,23 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 449 859 | 3,48 | 40 570 | 26,77 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2 195 | 202 | ||||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 25 856 | 7,12 | 2 331 | 31,25 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 132 965 | 7,49 | 11 989 | 31,67 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 6 156 | 13,45 | 555 | 39,10 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 5 000 | 368 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 32 195 | 2,35 | 2 903 | 25,40 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 12 213 | 0,08 | 1 101 | 22,61 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 2 917 | 0,10 | 263 | 22,90 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 619 | 11,52 | 867 | 36,75 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42 904 | 12,80 | 3 961 | 41,48 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2 423 | 218 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 2 447 | 221 | ||||||
2025-07-21 | 13F | TFG Advisers LLC | 19 270 | 1,51 | 1 738 | 24,34 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 14 034 | 0,72 | 1 265 | 23,41 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 353 820 | 24,69 | 31 904 | 52,74 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 429 579 | 1,03 | 38 735 | 23,75 | ||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 23 514 | 2,38 | 2 120 | 25,44 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 5 182 | 468 | ||||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 35 438 | 97,80 | 3 195 | 142,41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 3 510 | 11,71 | 316 | 36,80 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 10 000 | 49,25 | 902 | 82,76 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 6 086 | 0,16 | 549 | 22,60 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3 225 | 4,88 | 237 | -3,66 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 18 344 | 0,01 | 1 689 | 32,47 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 35 | 3 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 6 821 | 12,50 | 615 | 37,89 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 209 710 | 0,62 | 18 910 | 23,27 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 72 336 | 10,10 | 7 | 50,00 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 12 906 | 29,59 | 1 164 | 58,66 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 6 332 | 0,62 | 571 | 23,11 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 000 | 100,00 | 9 017 | 145,03 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 9 212 | 6,42 | 831 | 30,30 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 751 | 68 | ||||||
2025-07-30 | 13F | Whittier Trust Co | 633 | 0,32 | 57 | 23,91 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 116 | 0,36 | 101 | 23,46 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 45 951 | 7,20 | 4 143 | 31,32 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 361 | 0,97 | 1 115 | 23,64 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 014 | 3 107,83 | 813 | 3 960,00 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3 477 | 16,83 | 314 | 42,92 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 6 900 | 9,66 | 622 | 34,34 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 253 | 0,24 | 113 | 24,18 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 849 | 0,35 | 77 | 22,58 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 064 | 0,35 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 139 404 | 2,34 | 12 570 | 25,37 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6 422 | 30,29 | 579 | 59,94 | ||||
2025-08-07 | 13F | Allworth Financial LP | 633 | 57,86 | 57 | 96,55 | ||||
2025-07-25 | 13F | Cwm, Llc | 46 101 | 1,21 | 4 | 33,33 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 27 046 | 2 439 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 9 | ||||||
2025-07-23 | 13F | Eagle Strategies LLC | 29 719 | 2 680 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 65 408 | 2,94 | 5 898 | 26,09 |