Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund incluem Novem Group, Pacific Excel Wealth Advisors, Inc., Golden State Equity Partners, My Portfolio Guide, LLC, Gilpin Wealth Management, Llc, Western Wealth Management, LLC, International Assets Investment Management, Llc, e Strive Financial Group ,LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 585,199 | 17.72 | 29,623 | 26.65 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 122,550 | 4.83 | 6,205 | 12.80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36,611 | 85.74 | 1,853 | 99.89 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 216,985 | 1.13 | 10,984 | 8.80 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 27,521 | 14.00 | 1,393 | 19.67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111,290 | 5.17 | 6 | 25.00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3,887 | 183 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 19,241 | 3.18 | 974 | 10.95 | ||||
| 2026-04-10 | 13F | Novem Group | 7,622 | 386 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 202,365 | 30.12 | 10,244 | 39.99 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34,306 | 139.82 | 1,614 | 131.90 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11,719 | 3.29 | 593 | 11.26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 356,838 | 7.94 | 18,063 | 16.13 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 84,933 | 119.35 | 4,299 | 136.08 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 6,078 | 0.43 | 308 | 8.10 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34,955 | 31.43 | 1,769 | 41.41 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7,702 | 1.80 | 390 | 9.58 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 103 | 5 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 75,198 | 26.27 | 3,806 | 35.88 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 5,803 | 4.84 | 294 | 12.69 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 150 | 8 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 54,889 | 3.37 | 2,778 | 11.21 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 21,378 | 0.05 | 1,082 | 7.66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25,265 | 2.45 | 1 | 0.00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 4,479 | 0.38 | 227 | 8.13 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5,160 | 2.26 | 261 | 10.13 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 850 | 38.44 | 43 | 53.57 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 12,445 | 4.38 | 630 | 12.32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7,238 | 366 | ||||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 312,052 | 19.56 | 15,796 | 28.63 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 216 | 11 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 8,430 | 3.30 | 427 | 11.23 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 4,000 | 202 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 107 | 5 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4,476 | 18.07 | 227 | 27.53 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 12,562 | 4.37 | 636 | 12.19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 495 | 78.70 | 25 | 92.31 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14,746 | 5.33 | 746 | 13.37 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11,198 | 3.80 | 567 | 11.64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 78,413 | 56.03 | 3,969 | 67.89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 37,397 | 4.22 | 1,893 | 12.14 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 17 | 1 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 187,574 | 2.90 | 9,495 | 10.70 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 488 | 1.67 | 25 | 9.09 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 740 | 37 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7,453 | 16.33 | 377 | 25.25 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2,389 | 121 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4,876 | 247 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 60,076 | 16.59 | 3,041 | 25.45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 208,142 | 20.75 | 11 | 25.00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 23,031 | 0.08 | 1,166 | 7.67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 177,412 | 255.24 | 8,981 | 282.29 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,916 | 47.05 | 97 | 57.38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15,146 | 767 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,325 | 67 |
