Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF incluem Stillwater Private Wealth, LLC, Arwa Llc, Forum Finance Group S.A., Novem Group, Financial Designs Corp, Dunhill Financial, LLC, Pacific Excel Wealth Advisors, Inc., Trustmark National Bank Trust Department, Bessemer Group Inc, Cassaday & Co Wealth Management LLC, Security National Bank, My Portfolio Guide, LLC, Philadelphia Investment Partners, LLC, Gilpin Wealth Management, Llc, Legacy Wealth Managment, LLC/ID, Abound Wealth Management, e Pittenger & Anderson Inc .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | SMART Wealth LLC | 34,755 | 17.93 | 2,445 | 16.87 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 18,878 | 4.54 | 1,328 | 3.67 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 91,560 | 4.79 | 6,442 | 3.87 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 597,455 | 1.47 | 42,037 | 0.57 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 90,412 | 20.53 | 6,361 | 19.46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 318,438 | 8.40 | 23,606 | 13.19 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 6,349 | 12.71 | 447 | 11.78 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 25,541 | 5.92 | 1,797 | 179,600.00 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 33,329 | 1.88 | 2,345 | 0.99 | ||||
| 2026-04-13 | 13F | Arwa Llc | 16,658 | 1,206 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 17,633 | 1.50 | 1,252 | 2.96 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 10,839 | 0.21 | 763 | -0.65 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 63,951 | 0.18 | 4,500 | -0.71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,430,647 | 1.38 | 171,020 | 0.48 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5,309,982 | 1.09 | 373,610 | 0.20 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5,416 | 4.82 | 376 | 2.73 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 21,848 | 7.42 | 1,537 | 6.51 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 611,993 | 4.20 | 43,060 | 3.27 | ||||
| 2026-04-10 | 13F | Novem Group | 4,655 | 328 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 21,887 | 12.60 | 1,540 | 11.60 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 2,665 | 4.22 | 188 | 3.31 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 39,536 | 11.12 | 2,782 | 10.14 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4,181 | 0.60 | 295 | 0.00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 11,051 | 9.52 | 778 | 8.52 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 123,488 | 8.03 | 8,766 | 125,128.57 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 203 | 14 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 35,212 | 7.89 | 2,478 | 6.95 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 33,144 | 10.00 | 2,332 | 9.02 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7,240 | 33.26 | 509 | 32.21 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 26,096 | 2 | ||||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 16,103 | 12.79 | 1,133 | 11.85 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 39,038 | 8.77 | 2,747 | 7.81 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 555,229 | 9.32 | 39,066 | 8.35 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 29,247 | 12.55 | 2,058 | 11.55 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 583,922 | 5.71 | 41,085 | 4.77 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7,780 | 0.69 | 552 | 2.22 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3,500 | 246 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 19,122 | 210.78 | 1,345 | 208.49 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 13 | 1 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 250 | 18 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 235,621 | 8.29 | 17,408 | 11.35 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 419,457 | 71.17 | 29,513 | 69.65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 46 | 142.11 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 47,831 | 10.47 | 3,365 | 9.50 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1,705 | 17.18 | 120 | 15.53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 69,560 | 1.60 | 4,894 | 0.70 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 82,334 | 5.67 | 5,795 | 4.75 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 16,090 | 28.43 | 1,132 | 27.33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 10,383 | 8.08 | 1 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 76,921 | 5.12 | 5,299 | 2.02 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 58,064 | 182.59 | 4,085 | 180.18 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 10,369 | 1 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 5,356 | 0.09 | 377 | -0.79 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 140 | 10 | ||||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 35,603 | 9.20 | 2,505 | 8.25 | ||||
| 2026-04-16 | 13F | Security National Bank | 297 | 21 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 24,067 | 2.30 | 1,693 | 1.38 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 2,857 | 201 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 144 | 10 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 49 | 3 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 3,521 | 8.71 | 248 | 7.86 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 89,908 | 1.57 | 6,326 | 0.65 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 45,693 | 1.12 | 3,215 | 0.22 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,611 | 1,239 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3,217 | 226 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 6,840 | 2.80 | 481 | 1.91 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 13,831 | 21.30 | 973 | 20.27 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 136 | 10 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 29,940 | 6.34 | 2,107 | 5.41 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 121,009 | 0.76 | 8,514 | -0.13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 43,736 | 6.52 | 3 | 50.00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2,606,322 | 2.25 | 183,381 | 1.34 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 170 | 1.19 | 12 | 0.00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30,446 | 2,142 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 18,097 | 3.44 | 1,273 | 2.83 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 18 | 20.00 | 1 | 0.00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 971 | 68 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 22,131 | 138.15 | 1,557 | 136.27 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 13,821 | 2.09 | 972 | 1.14 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11,258 | 12.18 | 792 | 11.24 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 147,400 | 8.73 | 10,371 | 7.77 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 29,675 | 6.53 | 2,088 | 5.56 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 129 | 19.44 | 9 | 28.57 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 134,770 | 11.32 | 9,482 | 10.33 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 189,146 | 3.85 | 13,308 | 2.93 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 61,447 | 3.04 | 4,323 | 2.13 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 56,792 | 22.80 | 4,119 | 25.46 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21,400 | 4.58 | 1,506 | 3.65 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 353,315 | 25.72 | 25 | 26.32 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2,570 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1,632 | 7.44 | 115 | 6.54 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 76,412 | 155.91 | 5,376 | 153.70 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 11,471 | 16.47 | 807 | 14.63 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 43,458 | 9.29 | 3,058 | 8.33 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 36,799 | 9.39 | 2,589 | 8.42 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 1,270 | 0.08 | 89 | -1.11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 24,037 | 0.12 | 1,691 | -0.76 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 182,051 | 106.22 | 12,810 | 104.39 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1,692 | 94.71 | 119 | 95.08 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 3,062 | 215 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 12,791 | 3.34 | 900 | 2.39 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1,062 | 75 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 28,394 | 29.09 | 1,998 | 27.93 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 13,602 | 350.10 | 957 | 347.20 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 96,898 | 9.73 | 6,818 | 8.76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 68,470 | 10.82 | 4,818 | 9.83 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 38,410 | 0.63 | 2,702 | -0.26 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 13,122 | 44.61 | 923 | 43.32 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 4,049 | 2.64 | 285 | 1.43 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 223,206 | 71.70 | 15,703 | 70.14 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13,139 | 11.28 | 924 | 10.26 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 3,084 | 8.52 | 217 | 7.46 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 9,513 | 8.25 | 666 | 6.90 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 28,365 | 116.38 | 1,996 | 114.52 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 49,229 | 17.88 | 3,464 | 16.84 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2,884 | 96.19 | 203 | 94.23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 42,126 | 626.31 | 2,964 | 620.92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 103,699 | 7,296 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 104,098 | 114.91 | 7,324 | 113.03 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4,697 | 0.15 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 31,435 | 3.42 | 2,212 | 2.50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 191,074 | 21.06 | 13,445 | 19.99 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 74 | 5 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6,276 | 1.64 | 442 | 0.68 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 42,693 | 34.32 | 3,004 | 33.11 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 8,652 | 20.89 | 601 | 17.42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10,210 | 725 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 166,035 | 99.18 | 11,755 | 98.66 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 468,069 | 10.75 | 32,933 | 9.77 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 11,832 | 0.05 | 835 | -0.48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 50,105 | 40.85 | 3,557 | 42.93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,276 | 50.65 | 90 | 48.33 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 61,050 | 1.86 | 4,295 | 0.94 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1,148 | 81 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 126,792 | 2.15 | 8,921 | 1.25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10,910 | 6.26 | 768 | 5.36 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 4,111 | 289 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 10,660 | 2.79 | 750 | 1.90 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 15,078 | 142.37 | 1,061 | 140.36 |
