Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF includ Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Spartan Wealth Advisory Services LLC, Signal Advisors Wealth, LLC, Fifth Third Bancorp, Kingswood Wealth Advisors, Llc, TSA Wealth Managment LLC, Hrt Financial Lp, Uniting Wealth Partners, LLC, Brookstone Capital Management, Kingsview Wealth Management, LLC, Western Wealth Management, LLC, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, True Wealth Design, LLC, Marshall Investment Management, Llc, și Mosley Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 25.965 | 16,20 | 1.245 | 17,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 58.901 | 2.800 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 37.255 | 36,55 | 1.771 | 35,50 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 12.341 | 587 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 310.410 | 1,04 | 14.757 | 0,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 24.843 | 73,51 | 1.181 | 72,16 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.046 | 50 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 980 | 81,82 | 47 | 84,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 49.647 | 5,79 | 2.360 | 4,94 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 352 | 17 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 189.842 | 1,55 | 8.999 | 0,41 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 27.588 | 1,56 | 1.312 | 0,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 84.701 | 11,54 | 4.027 | 10,60 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 7.590 | 1,42 | 361 | 0,56 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.890 | 47,26 | 423 | 46,02 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 40.205 | 6,05 | 1.911 | 5,17 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.677 | 18,54 | 272 | 19,82 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 359.142 | 29,21 | 17.074 | 28,15 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 8.975 | 0,72 | 427 | -0,23 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.775 | 84 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.083 | 0,12 | 384 | -0,52 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 344 | 1,78 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 60.305 | 3,66 | 2.867 | 2,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10.897 | 24,24 | 518 | 23,33 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 33.757 | 1.605 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.280 | 299 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.546 | 644 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 22.304 | 1.060 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 30.866 | 0,39 | 1.467 | -0,41 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 95.652 | 15,92 | 4.547 | 14,97 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 138.695 | 8,11 | 6.594 | 7,22 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 19.066 | 0,03 | 906 | -0,77 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6.182 | 3,26 | 294 | 2,45 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 6.162 | 293 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 14.772 | 57,07 | 703 | 55,65 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 65.527 | 7,27 | 3.128 | 6,80 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.750 | 12,28 | 511 | 11,57 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 89.450 | 3,33 | 4.252 | 2,48 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 116.891 | 536,97 | 5.557 | 532,08 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 993 | 0,51 | 47 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16.309 | 775 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51.664 | 2.456 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 135.471 | 1,23 | 6.440 | 0,39 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 18.863 | 21,33 | 897 | 20,27 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.546 | 1 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10.615 | 1,05 | 509 | 1,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 798.920 | 23,72 | 37.981 | 22,70 | ||||
| 2026-05-05 | 13F | UBS Group AG | 332.117 | 2,35 | 15.789 | 1,50 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 17.664 | 40,73 | 840 | 39,60 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 550 | 26 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 25.392 | 1.207 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 52.713 | 129,01 | 2.506 | 127,11 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 16.802 | 0,04 | 799 | -0,87 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.917 | 91 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 237.886 | 4,73 | 11.309 | 3,66 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.942 | 8,99 | 282 | 8,05 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10.123 | 17,44 | 481 | 16,46 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 171.195 | 56,59 | 8 | 60,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.977 | 7,65 | 379 | 6,76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 612 | 4,26 | 29 | 3,57 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42.740 | 23,53 | 2.032 | 22,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 345.682 | 28,41 | 16 | 33,33 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 78.510 | 5,43 | 3.732 | 4,57 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 542.231 | 11,03 | 25.778 | 10,12 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 325 | 15 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.416.205 | 7,14 | 67.326 | 6,26 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10.768 | 55,85 | 517 | 57,14 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 17.202 | 5,42 | 818 | 4,48 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5.561 | 15,52 | 264 | 14,78 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.160 | 1,59 | 911 | 0,66 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 21.225 | 15,48 | 1.009 | 14,53 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5.488 | 3,06 | 261 | 1,96 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 214 | 10 | ||||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 178.980 | 1,22 | 8.509 | 0,39 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 29.877 | 27,13 | 1.420 | 26,11 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37.255 | 36,55 | 1.771 | 35,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16.564 | 787 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10.574 | 9,26 | 503 | 8,42 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 34.574 | 96,54 | 2 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 22.399 | 0,39 | 1.065 | -0,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 130.226 | 0,86 | 6.191 | 0,02 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 232 | 28,18 | 11 | 37,50 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 6.540 | 311 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.414 | 162 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.009 | 2,89 | 289 | 3,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7.039 | 5,60 | 335 | 4,70 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 15.774 | 0,15 | 750 | -0,79 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18.747 | 30,41 | 899 | 31,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 51.258 | 5,65 | 2.437 | 4,77 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 9.960 | 0,65 | 473 | -0,21 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 227.982 | 7,44 | 10.838 | 6,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.423 | 38,89 | 1.209 | 37,74 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8.217 | 22,95 | 391 | 21,88 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.861 | 1,62 | 469 | 0,65 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 22.865 | 11,73 | 1.087 | 10,92 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11.928 | 2,97 | 567 | 2,16 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 201.308 | 10,96 | 9.571 | 10,06 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 146.300 | 6,88 | 6.955 | 6,01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.959 | 57,15 | 283 | 56,35 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.313 | 14,59 | 1.726 | 13,70 |
