Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Intermediate Duration Investment Grade Corporate ETF eröffnet haben, gehören Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Everest Financial Group LLC, Oppenheimer & Co Inc, Novem Group, We Are One Seven, LLC, Arkadios Wealth Advisors, Triad Wealth Partners, LLC, Barrett & Company, Inc., SILVER OAK SECURITIES, Inc, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, Roxbury Financial LLC, My Portfolio Guide, LLC, Guardian Wealth Advisors, Llc / Nc, Fifth Third Bancorp, Whittier Trust Co Of Nevada Inc, Mpwm Advisory Solutions, Llc, Northwestern Mutual Wealth Management Co, Key Capital Management, INC, und Strive Financial Group ,LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 389.839 | 15,63 | 8.089 | 13,18 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51.997 | 0,18 | 1.079 | -2,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 72.893 | 1,99 | 1.513 | -0,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3.761 | 78 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1.397.278 | 46,58 | 28.994 | 43,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.575 | 1,16 | 33 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 22.688 | 471 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 131.685 | 7,82 | 2.732 | 5,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287 | 6 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52.350 | 115,66 | 1.086 | 110,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 71.537 | 12,65 | 1.484 | 10,25 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20.984 | 435 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 600 | 12 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 880.325 | 18,51 | 18.267 | 16,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.500 | 31 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 45.564 | 11,68 | 945 | 9,38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.546.486 | 2,58 | 52.840 | 0,40 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 20.581 | 5,65 | 427 | 3,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78.611 | 2,38 | 1.667 | 2,40 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 132.762 | 7,56 | 2.755 | 5,28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16.389 | 40,57 | 340 | 37,65 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 489.871 | 31,87 | 10.165 | 29,07 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 15.228 | 5,86 | 316 | 3,62 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 36.307 | 0,60 | 753 | -1,57 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 21.289 | 19,95 | 442 | 17,29 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4.200 | 87 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 18.855 | 1,11 | 391 | -1,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 571.903 | 6,50 | 11.867 | 4,23 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.080 | 2,37 | 22 | 0,00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 25.191 | 7,51 | 523 | 5,24 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 31.788 | 5,81 | 660 | 3,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45.890 | 952 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1.716 | 36 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 238.285 | 13,69 | 4.944 | 11,28 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180.401 | 3.743 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 45.000 | 934 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 175.186 | 0,74 | 3.635 | -1,38 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 65.437 | 88,16 | 1.358 | 84,12 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.868 | 60 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30.566 | 18,22 | 634 | 15,69 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 30.453 | 50,20 | 632 | 47,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.036 | 24,98 | 42 | 23,53 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 132.222 | 139,66 | 2.744 | 135,05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 210.854 | 14,77 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 761.660 | 80,43 | 15.804 | 76,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.852.167 | 10,01 | 100.682 | 7,68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 670.866 | 114,92 | 14.222 | 114,64 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 237.188 | 4,64 | 4.922 | 2,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 366.373 | 14,91 | 7.603 | 12,47 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 411.271 | 4,73 | 8.531 | 2,49 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 67.527 | 13,66 | 1.401 | 11,28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 782 | 16 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.693.016 | 13,37 | 35.130 | 10,97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 8.861 | 3,82 | 188 | 3,31 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 294.545 | 139,61 | 1.777 | -31,81 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 167.614 | 126,53 | 3.478 | 121,81 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 51.214 | 8,79 | 1.063 | 6,52 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13.506 | 1,17 | 280 | -1,06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26.815 | 12,46 | 556 | 10,10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 79.241 | 5,27 | 1.644 | 3,07 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 15.766 | 12,69 | 327 | 10,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.729.781 | 1,46 | 35.893 | -0,70 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 462.533 | 34,21 | 9.598 | 31,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.660 | 4,07 | 532 | 1,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 537.691 | 12,23 | 11 | 10,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 130.652 | 567,58 | 2.711 | 554,83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 147.927 | 2,73 | 3.069 | 0,56 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 150 | 240,91 | 3 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 17.888 | 11,45 | 371 | 9,12 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 43.250 | 45,32 | 897 | 42,38 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 13.848 | 0,93 | 287 | -1,03 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15.627 | 6,22 | 324 | 4,18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 883 | 18 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 77.600 | 59,22 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13.760 | 18,71 | 286 | 16,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.097.756 | 362,83 | 44.472 | 494.033,33 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1.068.062 | 11,55 | 22.162 | 9,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26.215 | 544 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 116.652 | 846,77 | 2.421 | 827,20 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14.862 | 308 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 205.029 | 10,70 | 4.254 | 8,35 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 30.532 | 4,75 | 634 | 2,59 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 34.104 | 16,60 | 708 | 14,03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.594 | 13,53 | 33 | 13,79 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 14.332 | 297 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3.008 | 62 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13.221 | 274 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17.041 | 354 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 38 | 1 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 26.782 | 79,06 | 570 | 80,63 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 11.568 | 0,55 | 240 | -1,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.027 | 374 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 5.085 | 15,86 | 106 | 12,90 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 223 | 5 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 360.331 | 14,65 | 7.477 | 12,22 | ||||
| 2026-05-14 | 13F | Betterment LLC | 16.067 | 19,37 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 58.928 | 11,54 | 1.223 | 9,11 |
