Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF eröffnet haben, gehören Ubs Asset Management Americas Inc, Accurate Wealth Management, LLC, Altium Investment Strategies LLC, Everest Financial Group LLC, Fifth Third Bancorp, Triad Wealth Partners, LLC, Foundations Investment Advisors, LLC, Farther Finance Advisors, LLC, Western Wealth Management, LLC, My Portfolio Guide, LLC, DHJJ Financial Advisors, Ltd., Whittier Trust Co Of Nevada Inc, und Key Capital Management, INC .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Tsfg, Llc | 25.721 | 1,14 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 104.940 | 30,27 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 54.911 | 151,33 | 1.040 | 148,21 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 101 | 2 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 783 | 15 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 83.132 | 2,28 | 1.575 | 0,96 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 51.907 | 106,26 | 983 | 103,52 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 652 | 1,09 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10.630 | 0,05 | 201 | -0,99 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 21.453 | 406 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.878 | 1,02 | 266 | 1,14 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 334 | 221,15 | 6 | 500,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 23.646 | 10,92 | 448 | 9,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.120 | 16,83 | 173 | 15,44 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 296.438 | 14,03 | 5.615 | 12,55 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 288.274 | 3,77 | 5.460 | 2,42 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.043.299 | 2,73 | 38.701 | 1,40 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 42.780 | 821 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 744 | 30,07 | 14 | 40,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 9.339 | 177 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9.225 | 175 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64.997 | 4,86 | 1.247 | 4,79 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15.950 | 4,26 | 302 | 3,07 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 56.791 | 14,16 | 1.076 | 12,68 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.140 | 41 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 88.624 | 19,36 | 1.679 | 17,84 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 26.033 | 2,45 | 493 | 1,23 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 77.153 | 28,19 | 1.461 | 26,60 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 12.111 | 38,54 | 228 | 36,53 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 124.759 | 7,08 | 2.363 | 5,68 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 145.831 | 7.908,29 | 2.762 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 116.662 | 5,37 | 2.210 | 4,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 10.705 | 161,93 | 203 | 158,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.028.932 | 5,43 | 19.488 | 4,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 147.060 | 7,45 | 2.785 | 6,05 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 138.173 | 2.617 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 17.462 | 10,39 | 331 | 8,91 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 277.945 | 5.264 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 83.301 | 4,88 | 1.578 | 3,48 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 195.134 | 3.696 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152.934 | 2.897 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 48.500 | 919 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 16.662 | 48,91 | 316 | 47,20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 136.561 | 28,22 | 2.586 | 26,58 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1.260 | 24 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14.315 | 11,55 | 271 | 10,16 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 61.876 | 1.176 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 604.643 | 9,50 | 11.452 | 8,07 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.095 | 40 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 80.875 | 46,16 | 1.532 | 44,30 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 51.285 | 3,65 | 971 | 2,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.650.356 | 6,52 | 69.138 | 5,13 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 133.302 | 3,71 | 2.525 | 2,35 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 31.059 | 2,38 | 588 | 1,03 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 25.204 | 3,85 | 477 | 2,58 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 189 | 1,07 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 61.340 | 1.165 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 179.760 | 6,68 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 241.648 | 0,26 | 4.575 | -1,08 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 8.626.539 | 12,31 | 163.387 | 10,84 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.103.560 | 1,22 | 39.841 | -0,10 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 17.893 | 13,66 | 339 | 11,92 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 56.847 | 150,21 | 1.077 | 146,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 53.417 | 0,43 | 1.012 | -0,88 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 16.824 | 7,13 | 323 | 6,98 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 5.038 | 2,05 | 97 | 2,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 42.436 | 0,97 | 804 | -0,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.965.336 | 6,77 | 37.223 | 5,38 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 429 | 8 | ||||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 112.328 | 0,19 | 2.127 | -1,12 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 60.885 | 9,76 | 1.153 | 8,36 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 133.708 | 9,11 | 2.566 | 8,96 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 869.667 | 2,89 | 16.471 | 1,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 25.961 | 3,06 | 492 | 1,66 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3.272.845 | 13,96 | 61.988 | 12,48 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 19.497 | 15,62 | 369 | 14,24 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 11.104 | 2,70 | 210 | 1,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 487.941 | 13,97 | 9 | 12,50 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 105.975 | 4,90 | 2.007 | 3,56 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 18.089 | 3,24 | 343 | 1,79 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 23.154 | 36,38 | 439 | 34,77 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 42.137 | 0,36 | 798 | -0,87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 23.738 | 450 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 126.970 | 2,34 | 2.405 | 1,01 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 554.003 | 3,84 | 10.493 | 2,48 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 936.217 | 0,87 | 17.732 | -0,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 440.123 | 13,68 | 8.283 | 11,50 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 5.782 | 110 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.925 | 453 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 64.412 | 1.220 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 59.449 | 0,32 | 1.126 | -1,06 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.272.430 | 50,81 | 24.099 | 48,84 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 45.733 | 0,92 | 866 | -0,35 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 59.395 | 3,11 | 1.125 | 1,72 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 19.394 | 177,06 | 367 | 173,88 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12.356.464 | 7,67 | 234.031 | 6,27 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 55.709 | 0,43 | 1.055 | -0,85 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 13.849 | 262 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 18.969 | 25,43 | 359 | 23,79 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 60.357 | 8,31 | 1.143 | 6,92 |
