Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund - FT Vest Gold Strategy Target Income ETF meliputi Balboa Wealth Partners, GPS Wealth Strategies Group, LLC, We Are One Seven, LLC, FTBI - First Trust Balanced Income ETF, Northwestern Mutual Wealth Management Co, dan Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Mutual Advisors, LLC | 99,684 | 375.36 | 2,177 | 377.41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27,829 | 102.82 | 604 | 110.45 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 68,994 | 55.60 | 1,498 | 61.14 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 141,656 | 0.67 | 3,075 | 4.24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,869 | 143.32 | 149 | 152.54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78,065 | 52.66 | 1,695 | 58.02 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,996 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14,901 | 57.33 | 324 | 63.13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 262,945 | 3.45 | 5,709 | 7.09 | ||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 1,399,684 | 190.67 | 30,387 | 221.83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30,034 | 29.03 | 652 | 33.61 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 66,337 | 39.57 | 1,440 | 44.58 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 136,401 | 6.47 | 2,961 | 10.24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44,520 | 12.71 | 969 | 16.91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 288,146 | 9.15 | 6,256 | 13.01 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 30,120 | 2.71 | 654 | 6.35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 92,350 | 53.30 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63,204 | 63,104.00 | 1,372 | 137,100.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18,142 | 166.99 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33,198 | 2.15 | 721 | 5.73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 249,143 | 82.98 | 5,409 | 89.46 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21 | 5.00 | 0 | |||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 696,823 | 8,420.70 | 15,128 | 8,746.78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10,159 | 4.28 | 221 | 7.84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,152 | 0.20 | 219 | 3.30 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24,494 | 57.13 | 532 | 62.88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,910 | 215 | ||||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 8,106 | 176 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 103,962 | 1.64 | 2,257 | 5.27 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,673 | 6.03 | 319 | 9.66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 100 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 37,422 | 2,655.67 | 812 | 2,800.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21 | 5.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,212 | 56.67 | 482 | 62.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129,485 | 31.99 | 2,811 | 36.66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 419,767 | 1,032.85 | 9,113 | 1,072.84 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 16,552 | 0.87 | 359 | 4.36 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 204,429 | 30.44 | 4,438 | 35.06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,689 | 37 | ||||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 13,250 | 0.11 | 288 | 3.61 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 420 | 9 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 74,966 | 1.55 | 1,628 | 5.10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74,241 | 2.21 | 1,612 | 5.78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,168,769 | 117.30 | 25,374 | 124.98 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14,463 | 314 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 247,722 | 5,378 | ||||||
| 2025-08-13 | 13F | Crosspoint Financial, Llc | 16,462 | 0.28 | 357 | 3.78 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 26,909 | 1.84 | 584 | 5.42 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21,662 | 0.75 | 470 | 4.44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109,732 | 14.81 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 697,799 | 2.09 | 15 | 7.14 |
