Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF meliputi Elequin Capital Lp, Foronjy Financial Llc, Hilltop Holdings Inc., Bank of New York Mellon Corp, CoreCap Advisors, LLC, Evolution Wealth Management Inc., Thurston, Springer, Miller, Herd & Titak, Inc., Vermillion Wealth Management, Inc., dan Tower Research Capital LLC (TRC) .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 19,255 | 11.66 | 383 | 11.99 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59,446 | 5.70 | 1,183 | 5.91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89,466 | 226.34 | 2 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 256,449 | 43.32 | 5,105 | 44.88 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | 20 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 12,386 | 23.26 | 247 | 23.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 478,116 | 12.50 | 9,517 | 12.69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,062 | 0.19 | 2,649 | 0.38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,941 | 39 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28,402 | 100.00 | 565 | 100.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 257,639 | 63.38 | 5,128 | 63.65 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 622,789 | 5.36 | 12,397 | 5.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39,337 | 783 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 862,168 | 6.05 | 17,161 | 6.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 834,208 | 1.43 | 16,605 | 1.61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58,157 | 36.60 | 1,158 | 36.92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 417,780 | 12.84 | 8,316 | 13.04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,154 | 29.69 | 103 | 29.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 245,974 | 46.80 | 4,896 | 47.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 760,580 | 7.45 | 15,139 | 7.64 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 18,248 | 55.33 | 363 | 55.79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,399 | 0.23 | 1,479 | 1.09 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 16,500 | 43.48 | 328 | 43.86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,341,616 | 8.54 | 26,705 | 8.73 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 50,772 | 21.65 | 1,011 | 21.83 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 20,308 | 404 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288,923 | 28.93 | 5,751 | 29.18 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 14,700 | 0.31 | 293 | 0.34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39,899 | 32.99 | 794 | 33.22 | ||||
| 2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 51,406 | 7.48 | 1,023 | 7.68 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39,108 | 14.74 | 778 | 14.92 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28,243 | 0.54 | 563 | 1.62 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 118,889 | 0.51 | 2,366 | 0.68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 86,031 | 0.87 | 1,712 | 1.06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,751,968 | 3.15 | 34,873 | 3.33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 184,683 | 8.63 | 3,676 | 8.82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,718 | 0.78 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,550 | 38.96 | 329 | 39.41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 117,220 | 0.38 | 2,333 | 0.56 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45,395 | 8.40 | 904 | 8.53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,153,802 | 15.70 | 82,681 | 15.91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 28,264 | 2.14 | 563 | 2.37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10,687 | 213 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40,499 | 2.11 | 806 | 2.28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 838 | 17 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 44,041 | 877 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,640 | 33 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 102,208 | 6.57 | 2,034 | 6.77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 190,924 | 19.91 | 3,800 | 20.14 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 381,862 | 2.00 | 7,601 | 2.16 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,342 | 226 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226,340 | 2.52 | 4,505 | 2.71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,342 | 206 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 16,374 | 0.12 | 326 | 0.31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 75,504 | 21.48 | 1,503 | 21.62 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 124,929 | 4.33 | 2,487 | 4.50 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23,928 | 476 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 36,178 | 11.41 | 720 | 11.63 |
