Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF eröffnet haben, gehören Winthrop Advisory Group LLC, TCFG Investment Advisors, LLC, Sherrill & Hutchins Financial Advisory, Inc, Farmers & Merchants Trust Co of Long Beach, Gerald Baker Financial Group LLC, CI Private Wealth, LLC, Advisortrust Partners, Llc, SageView Advisory Group, LLC, Atlantic Union Bankshares Corp, My Portfolio Guide, LLC, Gill Capital Partners, Llc, Merkkuri Wealth Advisors LLC, Whittier Trust Co Of Nevada Inc, Networth Advisors, LLC, Key Capital Management, INC, Dunhill Financial, LLC, TopTier Wealth Management, LLC, Strive Financial Group ,LLC, und O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Entruity Wealth, LLC | 41.943 | 6,25 | 1.828 | 4,52 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 47 | 2 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 889 | 0,91 | 39 | -2,56 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 406.943 | 1.094,43 | 17.739 | 1.075,48 | ||||
| 2026-04-10 | 13F | Novem Group | 12.327 | 537 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6.615 | 89,81 | 288 | 87,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10.092 | 4,31 | 440 | 2,57 | ||||
| 2026-05-15 | 13F | ROI Financial Advisors, LLC | 6.746 | 27,02 | 294 | 25,11 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.200.067 | 2,92 | 52.311 | 1,22 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 103 | 4 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 489.876 | 47,56 | 21.354 | 45,13 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 571.263 | 5,94 | 24.902 | 4,20 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 535.827 | 1,41 | 23.362 | -0,26 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 6.190 | 0,05 | 270 | -1,82 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.535.593 | 0,72 | 66.936 | -0,94 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 88.165 | 8,47 | 3.843 | 6,69 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 44 | 91,30 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 64.741 | 23,66 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4.425 | 0,20 | 193 | -1,54 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 804 | 35 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 421.943 | 3,39 | 18.392 | 1,69 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 21.098 | 0,01 | 920 | -1,61 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 23.388 | 4,03 | 1.019 | 2,31 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 13.805 | 0,24 | 602 | -1,48 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 16.719 | 9,82 | 729 | 8,01 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 116.259 | 5,08 | 5.153 | 5,08 | ||||
| 2026-05-12 | 13F | Creative Planning | 37.492 | 100,60 | 1.634 | 97,34 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6.786 | 10,36 | 296 | 8,46 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 107.088 | 11,39 | 4.668 | 9,55 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 18.646 | 0,50 | 813 | -1,22 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 900 | 39 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 165.228 | 143,09 | 7.202 | 139,11 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8.755 | 0,26 | 382 | -1,55 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 136.327 | 0,15 | 5.943 | -1,51 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 11.253 | 491 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 638.957 | 7,07 | 27.852 | 5,31 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 142 | 6 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 40.159 | 45,31 | 1.751 | 42,97 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 219.005 | 26,72 | 9.546 | 24,64 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 54.997 | 0,13 | 2.397 | 119.750,00 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 145 | 9,02 | 6 | 20,00 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 9.074 | 396 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 419.909 | 18,62 | 18.304 | 16,66 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3.074 | 4,42 | 134 | 2,31 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 399 | 17 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6.324 | 276 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.640.667 | 13,86 | 71.517 | 11,99 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 65.836 | 2,25 | 2.870 | 0,56 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 81 | 62,00 | 4 | 50,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 15.772 | 97,27 | 688 | 94,07 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 223.334 | 4,75 | 10 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 856.734 | 51,63 | 37.345 | 49,13 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 309 | 13 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1.159 | 51 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 30.063 | 0,03 | 1.310 | -1,58 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.302 | 56 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8.755 | 382 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 764.931 | 1,76 | 33 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 189.328 | 351,80 | 8.253 | 344,37 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 425 | 42.400,00 | 19 | |||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 7.355 | 321 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 15.688 | 17,99 | 684 | 15,96 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 19 | 1 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 187.923 | 23,98 | 8.192 | 21,94 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 51.670 | 2.252 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 19.098 | 23,56 | 832 | 21,46 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 10.830 | 0,38 | 472 | -1,26 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 11.111 | 5,35 | 484 | 3,64 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 43.456 | 2 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 10.152 | 0,62 | 443 | -1,12 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 716 | 31 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 5.127 | 223 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 14.904 | 28,39 | 650 | 26,26 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 6.106 | 0,59 | 266 | -1,12 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 313 | 404,84 | 14 | 550,00 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 36.619 | 0,75 | 1.596 | -0,87 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 55.150 | 11,03 | 2.404 | 9,18 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 638.192 | 2,46 | 27.819 | 0,77 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 17.835 | 23,85 | 777 | 21,22 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.689 | 74 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 70.111 | 2,20 | 3.056 | 0,53 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 418 | 18 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 84.498 | 1,04 | 3.683 | -0,62 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 189.770 | 4,75 | 8.272 | 2,90 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 154 | 1,32 | 7 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 4.845 | 215 | ||||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 12.424 | 1,78 | 542 | 0,00 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 65.641 | 5,07 | 2.875 | 3,90 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 26.542 | 0,29 | 1.157 | -1,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26.413 | 1.151 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 30.467 | 37,98 | 1.328 | 35,79 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 17.569 | 1,73 | 766 | 0,00 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 12.382 | 0,51 | 540 | -1,10 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 84.497 | 23,25 | 3.683 | 21,23 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 47.451 | 57,57 | 2.068 | 55,02 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 75.469 | 114,55 | 3.290 | 111,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 13.607 | 11,43 | 593 | 9,61 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4.913 | 12.497,44 | 214 | 21.300,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 393.924 | 3.890,72 | 17.171 | 3.829,29 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 17.840 | 1 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.954.859 | 0,40 | 259.572 | -1,25 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 18.206 | 4,16 | 794 | 2,45 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 444 | 19 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 784.257 | 8,12 | 34.186 | 6,33 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 73 | 3 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 108.003 | 5,04 | 4.708 | 3,31 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 24.184 | 81,92 | 1.054 | 78,95 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 83.910 | 24,14 | 3.659 | 22,14 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 538.337 | 0,65 | 23.466 | -1,01 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 73.099 | 5,62 | 3.186 | 3,88 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 103.251 | 0,57 | 4.501 | -1,10 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 230.370 | 13,38 | 10.042 | 11,50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 41.595 | 1.813 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 731.650 | 7,58 | 31.888 | 5,76 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 10.095 | 0,60 | 440 | -0,90 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 94.907 | 4,62 | 4.137 | 2,89 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 4.439 | 193 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 9.464 | 0,81 | 413 | -0,96 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 199.500 | 6,05 | 8.698 | 4,31 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 11.403 | 200,87 | 495 | 196,41 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6.256 | 273 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 49.055 | 5,18 | 2.138 | 3,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 47.287 | 48,18 | 2.061 | 45,76 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 101.987 | 11,48 | 4.446 | 9,64 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.445 | 13,37 | 281 | 11,55 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 63.953 | 4,29 | 2.788 | 2,58 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5.419 | 10,70 | 236 | 9,26 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 42.927 | 20,88 | 1.871 | 18,94 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 14.799 | 4,93 | 646 | 3,20 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 327.078 | 1,77 | 14.257 | 0,10 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 82.235 | 39,14 | 3.585 | 36,85 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 32.628 | 4,97 | 1.422 | 3,27 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.882 | 83 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 206.631 | 2,13 | 9.007 | 0,45 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 106.151 | 10,08 | 4.627 | 8,28 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4 | 0 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 739.524 | 3,39 | 32 | 3,23 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 7.363 | 14,67 | 321 | 12,68 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.537.064 | 7,13 | 67.000 | 5,36 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 176.872 | 1,00 | 7.710 | -0,67 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 31.405 | 149,46 | 1.369 | 145,60 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 112.043 | 45,82 | 4.884 | 43,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.261.190 | 3,52 | 98.565 | 1,82 | ||||
| 2026-04-21 | 13F | Chiron Capital Management, Llc | 4.992 | 218 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 137.923 | 5,65 | 6.012 | 3,92 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 13.976 | 3,38 | 614 | 2,34 | ||||
| 2026-05-06 | 13F | Eq Llc | 8.598 | 3,77 | 375 | 1,91 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 59.779 | 4,07 | 2.606 | 2,36 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 18 | 1 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 7.694 | 7,34 | 335 | 5,68 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 68.896 | 3,36 | 3.003 | 1,66 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 17.497 | 22,64 | 763 | 20,57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 73.036 | 3.184 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6.200 | 270 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 14.796 | 645 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 685.735 | 12,76 | 29.891 | 10,90 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 8.092.909 | 14,36 | 352.770 | 12,48 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.906.859 | 0,54 | 388.250 | -1,12 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 12.259 | 5,39 | 534 | 3,69 | ||||
| 2026-01-29 | 13F | Comerica Bank | 70.913 | 29,01 | 3.143 | 28,72 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 5.024 | 1,13 | 219 | -0,91 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 12.932 | 0,26 | 564 | -1,40 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.002 | 0,03 | 131 | -2,26 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 112.254 | 2,44 | 4.893 | 0,76 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 990 | 62,30 | 43 | 59,26 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 3.715 | 162 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 122.716 | 1,48 | 5.349 | -0,19 | ||||
| 2026-05-05 | 13F | Gerald Baker Financial Group LLC | 5.993 | 258 | ||||||
| 2026-05-14 | 13F | Laraway Financial Inc | 20.803 | 0,46 | 907 | -1,20 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 206.779 | 13,10 | 9.014 | 11,24 |
