Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF eröffnet haben, gehören Pursuit Wealth Management LLC, Daymark Wealth Partners, Llc, Cannon Financial Strategists, Inc., und Brookstone Capital Management .
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 | EdgeRock Capital LLC | 10.592 | 211 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 27.440 | 1,02 | 549 | 0,55 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.146.534 | 16,62 | 102.725 | 16,13 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 20.743 | 5,14 | 414 | 4,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.523 | 7,73 | 290 | 7,41 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 48.062 | 12,84 | 959 | 12,43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 277.522 | 101,33 | 6 | 150,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 16.372 | 327 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 460.518 | 0,38 | 9.192 | -0,05 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 35.264 | 45,93 | 704 | 45,25 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 20.059 | 160,85 | 400 | 159,74 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 32.353 | 24,64 | 646 | 24,04 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 31.498 | 629 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 111.182 | 19,67 | 2.219 | 19,17 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 119.908 | 9,05 | 2.393 | 8,58 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 72.668 | 2,37 | 1.450 | 1,97 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.600 | 32 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 87.828 | 28,45 | 1.753 | 27,96 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 108.238 | 2.170 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 282.049 | 11,61 | 5.640 | 11,33 | ||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 69.644 | 75,09 | 1.393 | 74,56 | ||||
| 2026-04-10 | 13F | Novem Group | 16.923 | 3,73 | 338 | 3,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.267.473 | 59,37 | 45.259 | 58,69 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 298.162 | 51,31 | 5.951 | 50,70 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 668.643 | 7,92 | 13.346 | 7,46 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 357.351 | 121,61 | 7.133 | 120,67 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 49.988 | 2,32 | 998 | 1,84 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 94.710 | 7,12 | 1.890 | 6,66 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 103.771 | 25,19 | 2.071 | 24,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.846 | 157 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 199.110 | 62,02 | 3.991 | 199.450,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.803 | 35,85 | 417 | 35,50 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 12.774 | 0,61 | 255 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 61.924 | 4.028,27 | 1.236 | 4.020,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 31.945 | 13,61 | 638 | 13,14 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 66.872 | 18,01 | 1.335 | 17,53 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 13.417 | 22,70 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 39.682 | 58,35 | 792 | 57,77 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 33.750 | 154,99 | 674 | 153,96 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.854 | 0,79 | 117 | 0,00 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 415.619 | 4,92 | 8.296 | 4,47 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 50.286 | 19,85 | 1.004 | 19,26 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12.159 | 243 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.661 | 213 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 234.040 | 102,72 | 4.671 | 101,86 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 4.100 | 82 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 10.799 | 1,06 | 216 | 0,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 551.996 | 157,30 | 11.018 | 156,21 | ||||
| 2026-01-20 | 13F | Main Line Retirement Advisors, LLC | 10.402 | 208 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 509.788 | 6,65 | 10.175 | 6,20 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 69.335 | 0,17 | 1.384 | -0,29 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 51.942 | 98,23 | 1.037 | 97,33 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 10.695 | 0,33 | 213 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9.141 | 35,26 | 182 | 34,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 86.917 | 1.735 | ||||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 33.343 | 0,91 | 666 | 0,45 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 20.500 | 409 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.666 | 800,68 | 53 | 960,00 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 17.626 | 352 | ||||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1.077.267 | 5,28 | 21.502 | 4,84 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10.199 | 0,79 | 204 | 0,50 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 12.734 | 24,88 | 254 | 24,51 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 20.556 | 100,00 | 410 | 99,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 949.368 | 7,88 | 18.949 | 7,43 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 211.162 | 4,68 | 4.215 | 4,23 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 86.209 | 1.721 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 109.309 | 0,49 | 2.182 | 0,05 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 45.205 | 3,10 | 902 | 2,73 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 31.493 | 31,00 | 629 | 30,56 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 248.646 | 7,74 | 4.963 | 7,29 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 12.706 | 254 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 11.439 | 0,22 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 15.003 | 0,07 | 300 | -0,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 39.530 | 17,68 | 792 | 17,51 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 197.780 | 3.948 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 11.637 | 0,22 | 232 | 0,00 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3.999 | 0,10 | 80 | -1,25 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 137.246 | 19,76 | 2.739 | 19,24 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 54.846 | 0,35 | 1.095 | -0,09 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 23.164 | 30.785,33 | 462 | 46.100,00 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 30.900 | 1,64 | 617 | 1,15 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 87.828 | 28,45 | 1.753 | 27,96 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 13.911 | 2,54 | 278 | 2,21 |
