Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund meliputi Total Clarity Wealth Management, Inc., Fortis Group Advisors, LLC, dan Wiley Bros.-aintree Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26,605 | 0.44 | 421 | -3.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19,764 | 0.38 | 317 | -1.56 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 32,851 | 47.61 | 519 | 42.98 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 234,411 | 3.95 | 3,706 | 0.52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 82,555 | 0.17 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,000 | 16 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,611,174 | 2.52 | 25,473 | -0.88 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7,946 | 1.26 | 126 | -2.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 269,657 | 5.74 | 4,263 | 2.23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,252 | 1.30 | 36 | -2.78 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 61,357 | 0.21 | 970 | -3.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,196,971 | 0.74 | 18,924 | -2.59 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 16,008 | 18.44 | 255 | 15.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38,941 | 19.46 | 616 | 15.38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 360,401 | 12.98 | 5,698 | 9.22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 51,095 | 814 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14,134 | 17.78 | 223 | 13.78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,508 | 245 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57,839 | 1.17 | 914 | -2.14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48,042 | 760 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 863,071 | 0.32 | 13,645 | -3.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 56,800 | 898 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47,205 | 102.79 | 746 | 96.32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 197 | 3 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,233 | 45.62 | 352 | 40.96 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 38,716 | 10.63 | 612 | 6.99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151,455 | 29.37 | 2,395 | 25.08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 107,125 | 1.86 | 1,694 | -1.51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 344,627 | 4.17 | 5,449 | 0.72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17,310 | 3.56 | 274 | 0.00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 328 | 1.86 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 196 | 18.79 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57,483 | 11.07 | 906 | 7.35 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 10,051 | 0.14 | 159 | -3.66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,441 | 1.62 | 23 | -4.35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,538,244 | 147.05 | 24,348 | 139.15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,633 | 6.19 | 185 | 3.35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128,401 | 3.82 | 2,030 | 0.40 |
