Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund includ Novem Group, Pacific Excel Wealth Advisors, Inc., Golden State Equity Partners, My Portfolio Guide, LLC, Gilpin Wealth Management, Llc, Western Wealth Management, LLC, International Assets Investment Management, Llc, și Strive Financial Group ,LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 585.199 | 17,72 | 29.623 | 26,65 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 122.550 | 4,83 | 6.205 | 12,80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36.611 | 85,74 | 1.853 | 99,89 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 216.985 | 1,13 | 10.984 | 8,80 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 27.521 | 14,00 | 1.393 | 19,67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111.290 | 5,17 | 6 | 25,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.887 | 183 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 19.241 | 3,18 | 974 | 10,95 | ||||
| 2026-04-10 | 13F | Novem Group | 7.622 | 386 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 202.365 | 30,12 | 10.244 | 39,99 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34.306 | 139,82 | 1.614 | 131,90 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11.719 | 3,29 | 593 | 11,26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 356.838 | 7,94 | 18.063 | 16,13 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 84.933 | 119,35 | 4.299 | 136,08 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 6.078 | 0,43 | 308 | 8,10 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34.955 | 31,43 | 1.769 | 41,41 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7.702 | 1,80 | 390 | 9,58 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 103 | 5 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 75.198 | 26,27 | 3.806 | 35,88 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 5.803 | 4,84 | 294 | 12,69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 150 | 8 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 54.889 | 3,37 | 2.778 | 11,21 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 21.378 | 0,05 | 1.082 | 7,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.265 | 2,45 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 4.479 | 0,38 | 227 | 8,13 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.160 | 2,26 | 261 | 10,13 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 850 | 38,44 | 43 | 53,57 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 12.445 | 4,38 | 630 | 12,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7.238 | 366 | ||||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 312.052 | 19,56 | 15.796 | 28,63 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 216 | 11 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 8.430 | 3,30 | 427 | 11,23 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 4.000 | 202 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 107 | 5 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.476 | 18,07 | 227 | 27,53 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 12.562 | 4,37 | 636 | 12,19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 495 | 78,70 | 25 | 92,31 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14.746 | 5,33 | 746 | 13,37 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11.198 | 3,80 | 567 | 11,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 78.413 | 56,03 | 3.969 | 67,89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 37.397 | 4,22 | 1.893 | 12,14 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 187.574 | 2,90 | 9.495 | 10,70 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 488 | 1,67 | 25 | 9,09 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 740 | 37 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.453 | 16,33 | 377 | 25,25 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.389 | 121 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.876 | 247 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 60.076 | 16,59 | 3.041 | 25,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 208.142 | 20,75 | 11 | 25,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 23.031 | 0,08 | 1.166 | 7,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 177.412 | 255,24 | 8.981 | 282,29 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.916 | 47,05 | 97 | 57,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15.146 | 767 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.325 | 67 |
