Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund includ Forty-three Eighteen Advisors, LLC, Nilsine Partners, LLC, Mercer Global Advisors Inc /adv, Massar Capital Management, LP, Clune & Associates, Ltd., Fortis Capital Advisors, LLC, Valmark Advisers, Inc., Gill Capital Partners, Llc, RMG Wealth Management LLC, Heritage Wealth Advisors, Advisortrust Partners, Llc, First Command Advisory Services, Inc., Cassaday & Co Wealth Management LLC, și Merkkuri Wealth Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 90.880 | 0,94 | 4.053 | 7,28 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 13.986 | 25,22 | 650 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.344 | 0,83 | 60 | 7,27 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.888 | 7,21 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 260.556 | 3,92 | 12.108 | 8,29 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.080 | 12,33 | 143 | 17,21 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.611 | 10.217,14 | 168 | 16.600,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 368 | 17 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 121 | 6 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 24.975 | 1.161 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 20.299 | 1,20 | 943 | 5,48 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 60 | 3 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 498 | 23 | ||||||
| 2026-04-22 | 13F | Motco | 2.199 | 21,56 | 102 | 27,50 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 6.791 | 16,42 | 316 | 21,15 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 20 | 1 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 106 | 5 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 33.274 | 14,58 | 1.521 | 17,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 5.400 | 20,00 | 251 | 25,00 | |||
| 2026-05-13 | 13F | Mariner, LLC | 5.294 | 3,66 | 246 | 7,93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 45.487 | 148,92 | 2.114 | 159,58 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.837 | 225 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 59.293 | 2.755 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 842 | 39 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7.200 | 42,57 | 335 | 48,44 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 678 | 5,28 | 32 | 10,71 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5.682 | 0,02 | 264 | 4,35 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 11 | 10,00 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 330 | 66 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 10.507 | 1,20 | 488 | 5,63 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 23.565 | 1.095 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 4.968 | 27,88 | 231 | 32,95 | ||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 8.422 | 391 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 233 | 10 | ||||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 5.876 | 4,17 | 273 | 8,76 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 5.150 | 0,80 | 239 | 5,29 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.904 | 5,44 | 0 | |||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 21.272 | 1.217 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.038 | 48 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 35.272 | 0,46 | 1.639 | 4,73 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 5.955 | 277 | ||||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 186 | 9 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.625 | 5,81 | 494 | 10,29 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.601 | 5,23 | 161 | 11,89 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.867 | 3,98 | 180 | 8,48 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 4.460 | 5,96 | 207 | 10,70 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.478 | 69 | ||||||
| 2026-05-06 | 13F | Forty-three Eighteen Advisors, LLC | 31.916 | 1.483 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9.330 | 434 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 370 | 0,27 | 17 | 6,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 430 | 20 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 101.501 | 12,74 | 4.717 | 24,86 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.260 | 4,82 | 198 | 9,39 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 176 | 76,00 | 8 | 100,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 34.498 | 0,32 | 1.603 | 4,57 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.958 | 3,71 | 92 | 8,33 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 300 | 13 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 9.061 | 28,80 | 404 | 36,95 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.816 | 224 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 2.218 | 103 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.587 | 213 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 8.260 | 5,95 | 384 | 10,37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.607 | 640,55 | 75 | 722,22 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 573 | 27 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 342.772 | 16,99 | 15.929 | 21,92 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4.816 | 224 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.789 | 0 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 19.946 | 5,18 | 927 | 9,59 |
