Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF meliputi XML Financial, LLC, Farther Finance Advisors, LLC, Us Bancorp \de\, Meridian Wealth Management, LLC, StoneX Group Inc., Newbridge Financial Services Group, Inc., CoreCap Advisors, LLC, dan Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 9,952 | 200 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 30,011 | 92.53 | 603 | 92.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 276,645 | 13.11 | 5,561 | 13.12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,763 | 2.20 | 35 | 2.94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39,703 | 62.60 | 798 | 62.86 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16,919 | 340 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 29,321 | 7.36 | 589 | 7.48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13,915 | 47.16 | 280 | 46.84 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 41,926 | 7.71 | 843 | 7.67 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 14,036 | 2.84 | 282 | 2.92 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 481,549 | 9,679 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 23,926 | 0.75 | 481 | 0.63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,268 | 25 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 68,512 | 266.67 | 1,377 | 267.20 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,436 | 29 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10,348 | 208 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75,838 | 130.52 | 2 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 152,687 | 4.17 | 3,069 | 4.21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21,963 | 514.35 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 191,751 | 0.20 | 3,854 | 0.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56,807 | 11.46 | 1,131 | 10.45 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10,913 | 5.61 | 219 | 5.80 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21,735 | 437 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 231 | 5 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 802,439 | 15.23 | 16,129 | 15.26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18,460 | 371 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,143 | 83 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14,375 | 3.08 | 289 | 2.86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12,401 | 249 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 72,008 | 12.88 | 1,447 | 12.96 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13,548 | 0.73 | 272 | 0.74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 119,557 | 636.10 | 2,403 | 637.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 588,734 | 2.90 | 11,834 | 2.93 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 284,590 | 1.09 | 5,734 | 1.38 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22,500 | 452 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 41,000 | 41.38 | 823 | 41.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 222,217 | 0.67 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149,331 | 4.50 | 3,002 | 4.53 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 20,700 | 10.70 | 416 | 10.93 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,588 | 1.40 | 32 | 0.00 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 129,995 | 15.61 | 2,613 | 15.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 46,097 | 439.15 | 927 | 441.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 352,704 | 6.46 | 7,089 | 6.47 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,000 | 241 |
