Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF meliputi Legacy Financial Advisors, Inc., Merit Financial Group, LLC, MSH Capital Advisors LLC, Lake Street Financial Llc, Fifth Third Securities, Inc., COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Calton & Associates, Inc., Revisor Wealth Management LLC, Quantinno Capital Management LP, Wood Tarver Financial Group, LLC, Creekmur Asset Management LLC, Nova Wealth Management, Inc., dan First Horizon Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39,513 | 105.68 | 2,619 | 112.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240,105 | 9.76 | 16 | 7.14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,623 | 0.07 | 373 | 3.33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 43,329 | 0.24 | 2,872 | 3.68 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9,268 | 25.68 | 614 | 30.08 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 184,682 | 18.21 | 12,250 | 22.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,494 | 578.78 | 696 | 602.02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14,297 | 37.75 | 948 | 42.41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,137,971 | 0.21 | 406,825 | 3.65 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 26,483 | 15.12 | 1,755 | 19.06 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 23,242 | 12.18 | 1,540 | 16.05 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 17,268 | 3.89 | 1,145 | 7.42 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 38,141 | 6.08 | 2,528 | 9.73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44,054 | 8.43 | 2,920 | 12.14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 728 | 0.41 | 48 | 4.35 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3,040 | 201 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7,625 | 505 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56,770 | 12.86 | 3,763 | 16.72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,464 | 815.99 | 163 | 858.82 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41,250 | 2,734 | ||||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 13,319 | 6.28 | 883 | 9.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,363,387 | 4.56 | 156,645 | 8.15 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4,592 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 13,465 | 55.25 | 892 | 60.72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 236,207 | 81.77 | 15,656 | 88.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 170,099 | 8.83 | 11,274 | 9.61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 801 | 46.44 | 53 | 51.43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 265 | 126.50 | 18 | 142.86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9,927 | 9.12 | 658 | 12.89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 215,979 | 47.30 | 14,315 | 52.37 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,108 | 660.65 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 108,047 | 32.09 | 7,161 | 36.63 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11,246 | 0.74 | 745 | 4.20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,418 | 19.21 | 425 | 23.19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17,782 | 297.45 | 1,179 | 311.89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30,707 | 2,035 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 91,696 | 0.62 | 6,078 | 4.08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 74,147 | 3.14 | 4,914 | 6.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,549,033 | 29.37 | 168,950 | 33.81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,581 | 10.18 | 237 | 13.94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3,626 | 4.65 | 240 | 8.11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 427,431 | 1.29 | 28,330 | 4.77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21,631 | 0.32 | 1,434 | 3.77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,834 | 54.90 | 122 | 61.33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25,340 | 5.60 | 1,680 | 9.24 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 122,878 | 0.19 | 8,144 | 3.63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 187 | 12 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 7,901 | 10.97 | 524 | 14.69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 76,501 | 9.58 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 129 | 3,125.00 | 9 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 61,952 | 3.37 | 4,106 | 6.93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9,858 | 5.16 | 1 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 218,908 | 9.61 | 14,492 | 16.23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9,938 | 189.06 | 659 | 199.09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,061 | 11.10 | 70 | 12.90 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 307,223 | 0.98 | 20,363 | 4.45 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 402 | 27 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22,934 | 2.75 | 1,520 | 6.29 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,302 | 6.42 | 550 | 10.22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11,896 | 2.97 | 788 | 6.49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 579,756 | 8.55 | 38,426 | 12.28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 467 | 455.95 | 31 | 500.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12,964 | 2.34 | 859 | 5.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55,304 | 57.66 | 3,666 | 63.11 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3,190 | 211 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 75,620 | 0.14 | 5,012 | 3.60 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 64,285 | 11.24 | 4,261 | 15.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218,598 | 8.10 | 14,485 | 11.76 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36,827 | 16.82 | 2,441 | 20.79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16,379 | 24.38 | 1,086 | 28.71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 107,543 | 0.37 | 7,128 | 3.80 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4,238 | 1.51 | 281 | 4.87 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 135,858 | 0.64 | 9,101 | 5.21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,224 | 413 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45,373 | 10.60 | 3,029 | 15.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310,932 | 0.51 | 20,612 | 3.96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 79,636 | 4.15 | 5,278 | 7.74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,882 | 52.58 | 854 | 57.67 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 116,591 | 29.85 | 7,699 | 35.60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68,334 | 11.43 | 4,529 | 15.27 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 53,577 | 204.87 | 3,551 | 215.36 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 189 | 13 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 261,966 | 10.37 | 17,363 | 14.16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 134 | 0.75 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25,311 | 20.07 | 1,678 | 27.33 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4,037 | 10.09 | 268 | 14.10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35,789 | 46.95 | 2,372 | 48.06 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35,349 | 21.37 | 2,343 | 22.23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 53,779 | 41.00 | 3,564 | 45.83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98,714 | 28.17 | 6,543 | 32.56 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50,795 | 8.30 | 3,367 | 12.01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18,405 | 0.12 | 1,220 | 4.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 673,403 | 45.19 | 44,633 | 50.17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,417,461 | 10.57 | 160,161 | 14.31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 20,367 | 7.71 | 1,350 | 11.40 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 5,196 | 344 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,268 | 8.56 | 813 | 12.29 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5,401 | 0.02 | 358 | 3.18 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 11,988 | 6.54 | 795 | 10.12 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 71,719 | 9.40 | 4,754 | 13.17 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7,102 | 26.37 | 471 | 30.56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52,411 | 11.72 | 3,474 | 15.54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18,915 | 157.80 | 1,254 | 166.60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29,626 | 19.69 | 1,964 | 23.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85,539 | 8.84 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22,160 | 1,469 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2,957 | 0.07 | 196 | 3.70 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5,659 | 374 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 167,359 | 0.71 | 11,093 | 4.17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16,407 | 22.25 | 1,087 | 26.40 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5,966 | 11.37 | 395 | 15.16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 79,182 | 1.35 | 5,248 | 4.83 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,659 | 1.69 | 508 | 5.19 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 7,500 | 497 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 25,948 | 610.13 | 1,720 | 634.62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 414,753 | 12.05 | 27,490 | 15.90 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8,496 | 563 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,192 | 344 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 16,965 | 14.21 | 1,124 | 18.19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,145 | 21.04 | 76 | 25.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,087 | 6.35 | 801 | 10.03 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 16,182 | 10.59 | 1,073 | 14.41 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24,158 | 1.86 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,192 | 212 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 28,575 | 0.28 | 1,894 | 3.73 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 25,000 | 96.85 | 1,657 | 103.81 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 64,462 | 25.50 | 4,224 | 23.80 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 87,093 | 2.96 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67,929 | 8.12 | 4,502 | 11.82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25,735 | 20.49 | 1,706 | 24.63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,468 | 0.04 | 495 | 3.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 631,308 | 7.58 | 41,843 | 11.27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,786 | 11.29 | 384 | 15.02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7,482 | 10.24 | 469 | 5.16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13,848 | 104.19 | 918 | 105.61 |
