Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF eröffnet haben, gehören Logan Stone Capital, LLC, Forum Finance Group S.A., Pursuit Wealth Management LLC, Cerity Partners LLC, Cornerstone Wealth, LLC/TN, Wealth Advisors Northwest LLC, Action Point Financial Planning, Llc, Quantinno Capital Management LP, BlackRock, Inc., Golden State Equity Partners, Frazier Financial Advisors, LLC, und SageView Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | EPG Wealth Management LLC | 17.904 | 2,85 | 907 | 1,91 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 13.968 | 0,58 | 708 | -0,42 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.224.317 | 2,82 | 62.024 | 1,87 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 138.020 | 13,36 | 6.992 | 12,32 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 42.663 | 16,22 | 2.161 | 15,13 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 18.063 | 0,42 | 915 | -0,44 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 744.427 | 28,65 | 37.713 | 27,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 61.320 | 46,12 | 3.106 | 44,80 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 4.683 | 237 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 151.964 | 5,03 | 7.698 | 4,06 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.324 | 6,57 | 323 | 6,60 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37.926 | 7,88 | 1.921 | 6,90 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 38.041 | 3,31 | 1.927 | 2,39 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 51.312 | 2,32 | 2.599 | 1,37 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 37.852 | 23,90 | 1.918 | 22,73 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.328.660 | 0,87 | 117.970 | -0,07 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 26.147 | 7,86 | 1.325 | 6,86 | ||||
| 2026-04-13 | 13F | Arwa Llc | 43.532 | 233,71 | 2.228 | 233,88 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 10.518 | 5,93 | 533 | 4,93 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 4.162 | 213 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 927 | 47 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 94.356 | 9,29 | 4.773 | 8,11 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8.186 | 3,95 | 415 | 2,99 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 25.654 | 0,67 | 1.300 | -0,31 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 5.428 | 275 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 27.212 | 6,40 | 1.379 | 5,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 323.948 | 8,33 | 16.411 | 7,33 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 7.515 | 385 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 14.563 | 0,14 | 738 | -0,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.958 | 0,88 | 99 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 23.905 | 0,39 | 1.211 | -0,49 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.428.741 | 1,25 | 123.040 | 0,31 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.340.219 | 13,40 | 169.216 | 12,35 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 145.146 | 11,44 | 7.353 | 10,41 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 318.032 | 7,50 | 16.112 | 6,50 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 67.837 | 6,43 | 3.437 | 5,43 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 18.957 | 3,45 | 971 | 3,30 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 4.826 | 244 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 418.100 | 2,10 | 21.181 | 1,15 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 32.049 | 1 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 11.594 | 51,28 | 587 | 50,13 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 17.212 | 38,95 | 872 | 37,60 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 37.125 | 20,74 | 1.881 | 19,59 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 22.355 | 0,84 | 1.133 | -0,09 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.070 | 1,33 | 55 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8.911 | 28,83 | 451 | 27,48 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 20.703 | 33,91 | 1.049 | 32,66 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 430.414 | 4,67 | 22.377 | 6,63 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.875 | 95 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 97.524 | 97,50 | 4.941 | 95,72 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 4.064 | 40,96 | 206 | 39,46 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 4.896 | 0,25 | 248 | -0,40 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 187 | 1,08 | 9 | 0,00 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 82.571 | 27,67 | 4.183 | 26,49 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 135.459 | 6.862 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 66.394 | 9,03 | 3.364 | 8,03 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 16.800 | 106,72 | 851 | 105,06 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 66.475 | 16,41 | 3.368 | 15,31 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 66.293 | 245,96 | 3.373 | 243,73 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 15.564 | 100,00 | 788 | 98,49 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 333.050 | 5,50 | 16.872 | 4,52 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 146.105 | 3,57 | 7.402 | 2,61 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 26.129 | 5,43 | 1.324 | 4,42 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 76.795 | 2,25 | 3.890 | 1,30 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12.200 | 618 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 7.890 | 2,96 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 49.033 | 22,65 | 2.484 | 21,53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 108.429 | 5,91 | 5.493 | 4,91 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.904.095 | 3,65 | 96.461 | 2,69 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 87.194 | 3,70 | 4.417 | 2,74 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.443 | 3,69 | 225 | 2,74 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 4.389 | 0,60 | 222 | -0,45 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 234.268 | 11.868 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 468.362 | 11,34 | 24 | 9,52 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.046.794 | 12,16 | 103.691 | 11,12 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 76.362 | 5,18 | 3.869 | 4,20 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 17.085 | 5,46 | 866 | 4,47 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 8.904 | 12,23 | 451 | 9,73 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 3.984 | 0,91 | 202 | 0,00 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 2.079 | 0,92 | 105 | 0,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 22.592 | 0,61 | 1.145 | -0,35 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 13.538 | 0,60 | 686 | -0,44 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 16.280 | 22,56 | 825 | 21,35 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 12.352 | 268,50 | 626 | 265,50 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 8.041 | 0,40 | 407 | -0,49 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 56.034 | 3,76 | 2.839 | 2,79 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 27.815 | 39,80 | 1.409 | 38,54 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 300.472 | 31,94 | 15 | 36,36 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 4.899 | 0,91 | 248 | 0,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 17.998 | 51,66 | 912 | 50,33 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.340 | 9,11 | 477 | 8,41 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31.797 | 24,10 | 1.611 | 22,90 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 5.791 | 293 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24.034 | 15,99 | 1.218 | 14,92 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 13.846 | 6,41 | 701 | 5,41 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 29.435 | 20,38 | 1.491 | 19,28 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 72.959 | 6,89 | 3.698 | 5,96 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 4.653 | 1,46 | 236 | 0,43 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 27.033 | 1.382 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 43.971 | 9,80 | 2.228 | 8,79 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2.531 | 96,20 | 128 | 96,92 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 108.710 | 173,47 | 5.507 | 171,01 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 33.367 | 15,52 | 1.690 | 14,50 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 43.106 | 2.184 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 6.897 | 0,67 | 349 | -0,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 88.794 | 5,40 | 4.498 | 4,43 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 13.161 | 0,25 | 667 | -0,75 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9.439 | 14,51 | 478 | 13,54 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 12.538 | 4,09 | 635 | 3,25 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 159.105 | 7,79 | 8 | 14,29 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8.219 | 416 | ||||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 20.463 | 19,39 | 1.037 | 18,26 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 46.237 | 60,91 | 2.342 | 59,43 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 37.852 | 23,90 | 1.918 | 22,73 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 118 | 6 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.713 | 0,65 | 906 | 1,46 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.062 | 54 | ||||||
| 2026-04-13 | 13F | TL Private Wealth | 13.956 | 0,82 | 714 | 0,28 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 63.519 | 35,00 | 3.218 | 33,71 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 74.092 | 11,61 | 3.754 | 10,58 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 5.414 | 0,43 | 274 | -0,36 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 807 | 41 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 12.522 | 8,72 | 634 | 7,82 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 9.494 | 481 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 86.924 | 3.413,50 | 4.404 | 3.394,44 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 127.437 | 17,00 | 6 | 20,00 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 609 | 31 | ||||||
| 2026-05-15 | 13F | Advisory Resource Group | 8.307 | 0,92 | 421 | 0,00 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 18.742 | 16,95 | 949 | 15,87 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 74.667 | 3.783 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.410 | 3,72 | 426 | 2,90 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 14.057 | 39,79 | 712 | 38,52 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 178.118 | 168,22 | 9.023 | 165,77 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 96.740 | 12,01 | 4.901 | 10,96 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 41.072 | 16,25 | 2.081 | 15,17 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 4.755 | 0,53 | 241 | -0,41 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 7.602 | 0,90 | 385 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.374 | 338,98 | 70 | 331,25 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 86.698 | 4,11 | 4.392 | 3,15 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 269.428 | 8,65 | 13.649 | 7,65 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 223.552 | 5,98 | 11.325 | 5,01 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 4.657 | 0,47 | 238 | -0,42 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 19.156 | 0,36 | 970 | -0,61 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 31.696 | 7,21 | 1.606 | 6,22 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12.695 | 0,06 | 643 | -0,77 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 27.258 | 15,11 | 1.394 | 16,08 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 58.435 | 3,54 | 2.964 | 2,63 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 93.637 | 10,74 | 4.788 | 10,73 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 84.887 | 7,09 | 4.300 | 6,09 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.041 | 53 | ||||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 114.133 | 53,09 | 5.782 | 51,65 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 12.996 | 168,01 | 658 | 166,40 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 32.814 | 45,30 | 1.662 | 44,02 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 18.639 | 944 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 300 | 15 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 223.781 | 25,05 | 11.296 | 23,44 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 83.712 | 13,12 | 4.241 | 12,05 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 13.515 | 0,91 | 685 | 0,00 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 185 | 1,09 | 9 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.281 | 16,04 | 268 | 15,09 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 23.906 | 36,99 | 1.211 | 35,76 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 56.520 | 1,02 | 2.863 | 0,07 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.867 | 348 | ||||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 62.644 | 183,29 | 3.174 | 180,80 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 297.670 | 2,67 | 15.080 | 1,71 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5.219 | 0,91 | 267 | 0,76 |
