Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund meliputi Balboa Wealth Partners, Traction Financial Partners, LLC, dan Mpwm Advisory Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 1,010 | 2.23 | 49 | 4.35 | ||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 32,952 | 93.35 | 1,520 | 87.53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13,555 | 16.48 | 613 | 10.67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,059 | 455 | ||||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 88,570 | 24.68 | 3,979 | 19.13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,840 | 13.69 | 128 | 8.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84,423 | 26.58 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4,936 | 10.35 | 223 | 8.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 343,667 | 4.71 | 15,537 | 2.65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,578 | 2.91 | 433 | 0.93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 422,315 | 2.43 | 19,093 | 0.40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 70,037 | 48.50 | 3,166 | 45.56 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 183,998 | 31.99 | 8,241 | 29.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,173 | 94.07 | 143 | 90.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 543 | 25 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 405 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 14,755 | 8.68 | 667 | 6.55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,124 | 60.57 | 51 | 56.25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 16 | 77.78 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 33,971 | 5.35 | 1,536 | 3.23 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23,824 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7,912 | 8.44 | 358 | 6.25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46,179 | 0.91 | 2,088 | -1.09 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 186,243 | 5.43 | 8,420 | 3.36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118,949 | 389.32 | 5 | 400.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 | 3 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13,288 | 4.36 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10,098 | 100.16 | 457 | 96.55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 105,626 | 4.48 | 4,775 | 2.42 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 23,262 | 8.25 | 1,090 | 9.89 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9,681 | 24.59 | 438 | 22.07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 14,671 | 7.25 | 663 | 5.24 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11,387 | 3.20 | 515 | 1.18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58,368 | 137.83 | 2,639 | 133.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,134 | 111.30 | 1,272 | 107.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,583 | 2.14 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 65,166 | 7.91 | 2,946 | 5.78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5,544 | 251 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41,892 | 330.15 | 1,894 | 321.60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8,417 | 21.42 | 381 | 19.12 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11,427 | 15.03 | 517 | 12.66 |
