Wetzel Investment Advisors Inc. cut its holdings in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 5.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 44,345 shares of the company’s stock after selling 2,760 shares during the quarter. First Trust […]

CWA Asset Management Group LLC acquired a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 2,930 shares of the company’s stock, valued at approximately $229,000. Other large investors also […]

WFA Asset Management Corp boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,096 shares of the exchange traded fund’s stock after purchasing an additional 537 shares during the quarter. Invesco QQQ comprises […]

Lutz Financial Services LLC trimmed its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 0.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,477 shares of the company’s stock after selling 312 shares during the quarter. Lutz Financial Services LLC […]

FIDELIS iM LLC trimmed its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 440,942 shares of the company’s stock after selling 7,874 shares during the period. […]

Wetzel Investment Advisors Inc. decreased its holdings in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 4.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,521 shares of the company’s stock after selling 1,431 shares during the quarter. Vanguard Extended […]

Ground Swell Capital LLC acquired a new stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 9,397 shares of the company’s stock, valued at approximately $388,000. Several other large […]

Chicago Partners Investment Group LLC decreased its position in Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,553 shares of the company’s stock after selling 775 […]

Gladstone Institutional Advisory LLC lowered its stake in SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR – Free Report) by 17.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,270 shares of the company’s stock after selling 2,425 shares during the quarter. Gladstone […]

Farther Finance Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 19.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 72,171 shares of the company’s stock after purchasing an additional 11,595 shares during the […]

Focus Financial Network Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 50.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,654 shares of the company’s stock after acquiring an additional 3,229 shares during the period. Focus Financial […]

Fullcircle Wealth LLC lowered its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 7.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,824 shares of the exchange traded fund’s stock after selling 544 shares during the […]

Minneapolis Portfolio Management Group LLC trimmed its position in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) by 2.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 170,958 shares of the technology company’s stock after selling 3,534 shares during the period. Generac […]

Minneapolis Portfolio Management Group LLC lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 23.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 578,132 shares of the network equipment provider’s stock after purchasing an additional 109,025 shares during the […]