Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF eröffnet haben, gehören Legacy CG, LLC, Baer Investment Advisory LLC, Fifth Third Bancorp, Andrew Hill Investment Advisors, Inc., Protective Life Corp, Independent Wealth Network Inc., Oppenheimer & Co Inc, Westco Advisory Services Inc /adv, Captrust Financial Advisors, Independent Financial Group, Llc, Valmark Advisers, Inc., Trask Adam Roland, Golden State Equity Partners, Johnson Financial Group, Inc., Park Place Capital Corp, Legacy Wealth Managment, LLC/ID, Mpwm Advisory Solutions, Llc, Rossby Financial, LCC, Motiv8 Investments LLC, und SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Park National Corp /oh/ | 135.835 | 18,18 | 2.581 | 15,80 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.076.619 | 12,99 | 39.456 | 10,72 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 25.287 | 5,55 | 490 | 5,83 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 40.647 | 107,64 | 772 | 103,69 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 10 | 0 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 18.013 | 7,29 | 342 | 5,23 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 52 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 13.006 | 247 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.943 | 604,07 | 56 | 587,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.428.742 | 1.657,37 | 27.146 | 1.685,92 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 19.684 | 9,81 | 374 | 7,78 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 18.815 | 0,22 | 357 | -1,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 55.226 | 153,30 | 1.049 | 148,58 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 50.658 | 44,74 | 963 | 41,89 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 455.046 | 2,21 | 8.646 | 0,15 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 43.253 | 14,26 | 822 | 11,85 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 17.352 | 4,85 | 330 | 2,81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 382.369 | 16,51 | 7.414 | 123.466,67 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 48.236 | 8,15 | 916 | 6,02 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 29.582 | 22,84 | 562 | 20,60 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 158.410 | 10,07 | 3.010 | 7,85 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 54.363 | 1,35 | 1.033 | -0,77 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 61.072 | 9,06 | 1.184 | 9,33 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 5 | 0 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.467.465 | 8,09 | 27.882 | 5,92 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 54.675 | 4,75 | 1.039 | 2,57 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 248.429 | 13,33 | 4.720 | 11,06 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 250 | 5 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 16.405 | 1,40 | 312 | -0,64 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 185.938 | 3.533 | ||||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 170.481 | 52,16 | 3.239 | 49,13 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 40.330 | 4,73 | 766 | 2,68 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 40.162 | 9,09 | 763 | 7,01 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 43.470 | 826 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.437 | 63,67 | 27 | 58,82 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 79 | 2 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 367.491 | 3,84 | 6.982 | 1,75 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 33.995 | 1,17 | 648 | -0,61 | ||||
| 2026-04-24 | 13F | Essex LLC | 645.831 | 0,56 | 12.271 | -1,47 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 36.873 | 111,48 | 701 | 107,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 306.457 | 29,96 | 5.823 | 27,34 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14.891 | 245,18 | 283 | 239,76 | ||||
| 2026-05-05 | 13F | Legacy CG, LLC | 415.652 | 7.897 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 13.620 | 1,41 | 259 | -0,77 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 66.481 | 3,03 | 1.263 | 0,96 | ||||
| 2026-04-14 | 13F | Andrew Hill Investment Advisors, Inc. | 32.600 | 619 | ||||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 10.796 | 205 | ||||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 25.804 | 60,19 | 490 | 57,05 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 299 | 6 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 62.537 | 1.188 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 372.954 | 4,97 | 7.086 | 2,87 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 559 | 11 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 20.330 | 386 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 631.986 | 2,32 | 12.008 | 0,26 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 996.035 | 2,84 | 18.925 | 0,77 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 121.922 | 14,23 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 39.221 | 15,46 | 745 | 13,22 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 19.804 | 23,08 | 376 | 20,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10.085 | 192 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 9.797.349 | 8,83 | 186.150 | 6,64 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.017.351 | 29,34 | 114.330 | 26,73 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 74.885 | 71,52 | 1.423 | 68,09 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 34 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52.028 | 79,15 | 987 | 75,31 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 28.928 | 6,88 | 550 | 4,77 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10.776 | 205 | ||||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 28.400 | 18,33 | 537 | 15,98 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 16.585 | 21,79 | 315 | 19,32 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 23.608 | 0,94 | 449 | -1,75 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 23.098 | 439 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 9.666 | 117,36 | 184 | 112,79 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 43.751 | 4,26 | 831 | 2,21 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 128.009 | 3,00 | 2.432 | 0,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.375.215 | 6,99 | 102.128 | 4,84 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 121.120 | 15,14 | 2 | 0,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 39.829 | 84,64 | 757 | 80,86 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 351.943 | 27,29 | 6.687 | 24,73 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 53.831 | 45,29 | 1.032 | 43,13 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 53.801 | 67,18 | 1.022 | 64,04 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15.416 | 0,10 | 293 | -2,01 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 317.065 | 6 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.467 | 199 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 41.944 | 20,92 | 797 | 18,45 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 185.938 | 7,26 | 3.533 | 5,09 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 1.816.813 | 4,69 | 34.519 | 2,59 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 35.491 | 0,53 | 674 | -1,46 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 10.755 | 204 | ||||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 73.271 | 3,06 | 1.392 | 1,02 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 69.368 | 1,13 | 1.318 | -0,98 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 67.531 | 3,75 | 1.283 | 1,66 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 16.467 | 1,84 | 313 | -0,32 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 213.500 | 12,80 | 4.056 | 10,52 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 10.204 | 194 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 487.681 | 43,69 | 9.266 | 40,81 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.878 | 2,34 | 36 | 0,00 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 117.430 | 7,00 | 2.231 | 4,84 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 103.512 | 6,94 | 1.967 | 4,80 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.594 | 16,35 | 70 | 16,95 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 330.960 | 35,74 | 6.288 | 157.100,00 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 29.697 | 564 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.493 | 33,60 | 47 | 30,56 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 19.930.888 | 7,51 | 378.687 | 5,35 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.100 | 21 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.538 | 0,02 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.025.517 | 5,48 | 19.485 | 3,35 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 523.479 | 35,63 | 9.946 | 32,91 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 90.174 | 1.713 | ||||||
| 2026-05-15 | 13F | Vista Investment Management | 279.678 | 1,79 | 5.314 | -0,26 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 51.566 | 0,50 | 980 | -1,51 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 253 | 5 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 2.170 | 41 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 113.602 | 13,52 | 2.158 | 11,24 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 703.169 | 7,43 | 13.360 | 5,27 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 39.072 | 2,52 | 742 | 0,41 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 614.923 | 2,03 | 11.684 | -0,03 | ||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 53.362 | 2,10 | 1.014 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 208.278 | 5,21 | 3.957 | 3,10 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 368.270 | 9,80 | 6.997 | 7,60 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 2.424.767 | 1,86 | 46.071 | -0,19 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 31.622 | 26,60 | 601 | 23,97 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 14.920 | 283 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1.214.315 | 8,11 | 23.072 | 5,93 |
