Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund meliputi LexAurum Advisors, LLC, FSM Wealth Advisors, LLC, Sierra Ocean, Llc, dan Hughes Financial Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 28,775 | 7.01 | 710 | 3.35 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,804 | 0.11 | 45 | -2.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,296 | 202.54 | 106 | 191.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 582,536 | 3.54 | 14 | 0.00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 84,401 | 14.95 | 2,082 | 11.16 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 929,869 | 2.65 | 22,940 | -0.77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 519,211 | 65.19 | 12,835 | 61.79 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9,541 | 3.75 | 235 | 0.43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67,214 | 0.71 | 1,658 | -2.64 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22,675 | 74.83 | 559 | 69.39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 89,366 | 8.98 | 2,205 | 5.35 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 465,322 | 7.75 | 11,875 | 14.91 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 677,793 | 36.42 | 16,721 | 31.88 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9,979 | 0.21 | 246 | -3.15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 320,815 | 2.62 | 7,917 | -0.78 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2,000 | 49 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18,104 | 10.10 | 447 | 6.44 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 112,759 | 11.20 | 2,782 | 7.50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 51,984 | 115.07 | 1,282 | 108.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 975,708 | 5.89 | 24,071 | 2.37 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 670,056 | 0.49 | 16,088 | -1.39 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 211 | 0.96 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 601,715 | 11.33 | 14,844 | 7.62 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 240,178 | 8.44 | 5,925 | 4.83 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8,515 | 212 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 57,955 | 16.01 | 1,430 | 12.17 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 321,621 | 6.10 | 7,934 | 2.57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 273 | 0.37 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 644,831 | 38.07 | 15,908 | 33.47 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 264,993 | 6.14 | 6,537 | 2.61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 64,837 | 1.55 | 1,600 | -1.84 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,930 | 98.91 | 72 | 94.59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13,240 | 12.49 | 327 | 8.67 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46,122 | 0.54 | 1,138 | -2.82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 288,206 | 5.30 | 7,111 | 1.80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 240,578 | 3.38 | 5,935 | -0.05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,209 | 147.84 | 696 | 139.66 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 27,665 | 12.33 | 682 | 8.60 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 396,177 | 52.71 | 10,110 | 71.15 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 48,450 | 1.41 | 1,195 | -1.97 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28,500 | 136.16 | 703 | 128.99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,694 | 1.08 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,871 | 219 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,828 | 202.13 | 144 | 191.84 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 352,951 | 0.70 | 8,979 | 4.53 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 266,531 | 6.34 | 6,581 | 1.92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9,851 | 243 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,197 | 1,895.00 | 30 | 2,800.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 73 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,624 | 3.39 | 1,274 | -0.08 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,203 | 142.13 | 498 | 134.91 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 24,465 | 604 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 15,006 | 383 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 775 | 0.65 | 19 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12,771 | 315 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 253,624 | 198.17 | 6,257 | 188.29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46,236 | 21.90 | 1,141 | 17.89 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 71,685 | 39.12 | 1,768 | 39.90 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 13,188 | 12.54 | 325 | 8.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 607,725 | 8.47 | 15 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,117 | 54.07 | 28 | 50.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,068 | 1,599.72 | 150 | 1,555.56 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 101,674 | 211.47 | 2,508 | 201.08 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 30,645 | 20.36 | 756 | 15.95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 27,500 | 1.85 | 678 | -1.60 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,593 | 2.69 | 212 | -0.94 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 141,380 | 5.15 | 3,488 | 1.63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,322 | 62.68 | 82 | 55.77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 81,198 | 2,003 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,678 | 9.52 | 214 | 5.94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,232,465 | 1.14 | 30,405 | -2.23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21,178 | 4.91 | 522 | 1.36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 907,795 | 2.64 | 22,395 | -0.78 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 14,423 | 34.98 | 356 | 30.51 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 58,756 | 1.04 | 1,450 | -2.36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29,941 | 25.90 | 739 | 21.78 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,092 | 27 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 8,592 | 8.51 | 212 | 4.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,756,524 | 14.70 | 265,363 | 10.88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22,342 | 1.28 | 551 | -1.96 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 119,459 | 3.26 | 2,947 | -0.17 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 33,004 | 85.07 | 814 | 78.90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,008 | 29.94 | 72 | 20.34 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 258,239 | 6,371 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 586,384 | 3.14 | 14,466 | -0.29 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 289,476 | 4.24 | 7,141 | 0.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104,850 | 65.78 | 3 | 100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 379,476 | 4.47 | 9,362 | 0.99 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 317,076 | 1.36 | 7,822 | -2.02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 743 | 16.28 | 18 | 12.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 45,095 | 2.66 | 1,112 | -0.80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 807,532 | 19,922 | ||||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 214,725 | 3.28 | 5,296 | -0.13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14,584 | 7.65 | 360 | 4.06 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 271,250 | 7 | ||||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 20 | 297 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 27,670 | 10.26 | 683 | 6.56 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 635 | -2.91 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 23,118 | 1.63 | 570 | -1.72 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,639 | 41.66 | 40 | 37.93 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 44,913 | 107.81 | 1,078 | 116.90 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10,023 | 0.13 | 247 | -3.14 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 299,537 | 7,390 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 392,540 | 2.83 | 9,892 | 1.54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 49,700 | 1,226 |
