Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF include Raymond James Financial Inc, Principal Securities, Inc., and Assetmark, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 604 | 19 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 7,526 | 713.62 | 238 | 777.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 48,628 | 3.68 | 1,538 | 10.42 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,069 | 0.66 | 34 | 6.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,087 | 0.60 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,960 | 880.30 | 252 | 945.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,383 | 487 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,800 | 200.00 | 57 | 229.41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 56 | 2 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16 | 0 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 86,501 | 2,735 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16,675 | 527 |
