Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF eröffnet haben, gehören Citigroup Inc, Gerald Baker Financial Group LLC, TCFG Investment Advisors, LLC, Inspire Advisors, LLC, Park National Corp /oh/, Nottingham Advisors, Inc., Purewater Capital LLC, Griffith & Werner, Inc., TSA Wealth Managment LLC, Advyzon Investment Management, LLC, Tulsa Wealth Advisors, INC, AdvisorNet Financial, Inc, Atlantic Union Bankshares Corp, Anchor Investment Management, LLC, Mpwm Advisory Solutions, Llc, Park Square Financial Group, LLC, Ubs Asset Management Americas Inc, Merkkuri Wealth Advisors LLC, Cedar Mountain Advisors, LLC, und Holos Integrated Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Argent Advisors, Inc. | 163.926 | 7,89 | 7.985 | 6,92 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 6.092 | 6,06 | 297 | 4,96 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 4.875 | 237 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6.500 | 317 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 56.278 | 119,14 | 2.741 | 117,19 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 19.224 | 136,37 | 936 | 134,59 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 28.193 | 10,58 | 1.373 | 9,58 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 5.582 | 7,10 | 272 | 5,86 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 174.273 | 22,65 | 8.489 | 19,43 | ||||
| 2026-04-10 | 13F | Novem Group | 9.291 | 6,47 | 453 | 5,61 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 123.801 | 19,62 | 6.085 | 19,22 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 7.593 | 54,45 | 370 | 49,39 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 30.354 | 63,63 | 1.479 | 62,24 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 8.446 | 5,02 | 411 | 4,05 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 481 | 2,12 | 23 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 120.998 | 6 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5.464.054 | 1,79 | 266.154 | 0,88 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 107.125 | 24,78 | 5.218 | 23,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 24.636 | 1,47 | 1.200 | 0,59 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 136 | 2,26 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.210 | 59 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 59.162 | 6,28 | 2.882 | 5,30 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 5.008 | 6,42 | 244 | 5,19 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 37 | 2 | ||||||
| 2026-05-14 | 13F | Purewater Capital LLC | 5.698 | 278 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6.921 | 0,51 | 337 | -0,30 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 40.243 | 31,50 | 1.960 | 30,32 | ||||
| 2026-05-12 | 13F | Creative Planning | 7.026 | 342 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 28.938 | 34,03 | 1.410 | 32,80 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 16 | 1 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11.860 | 1,54 | 578 | 0,52 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 10.192 | 1,57 | 496 | -2,75 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3.418 | 166 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.201.943 | 0,54 | 58.547 | -0,36 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 10.238 | 2,19 | 499 | 1,22 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 334.232 | 2,05 | 16.280 | 1,14 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 13.331 | 0,94 | 649 | 0,00 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 6.423 | 313 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 22.923 | 0,18 | 1.117 | -0,71 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 100 | 5 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 14.405 | 4,89 | 702 | 3,85 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 88.388 | 1,00 | 4.305 | 0,09 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 19.207 | 6,69 | 936 | 5,77 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 45.546 | 5,87 | 2.219 | 4,33 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 22.923 | 1.117 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 703 | 17,17 | 35 | 17,24 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 77.532 | 18,44 | 3.777 | 17,38 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.093 | 2,15 | 53 | 1,92 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.160 | 57 | ||||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 22.700 | 0,33 | 1.106 | -0,63 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 50.656 | 3,58 | 2.467 | 2,66 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9.138 | 445 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 7.507 | 50,29 | 366 | 48,98 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 20.630 | 114,63 | 1.005 | 112,71 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 5.924 | 0,12 | 289 | -0,69 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 11.471 | 7,53 | 559 | 6,49 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.694 | 0,60 | 329 | 0,30 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 61.307 | 4,22 | 2.986 | 3,29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 389.401 | 2,02 | 18.968 | 1,10 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 60.887 | 2.966 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 96.432 | 6,93 | 4.698 | 5,96 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 56.357 | 2.745 | ||||||
| 2026-04-30 | 13F | Griffith & Werner, Inc. | 5.652 | 275 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 98.607 | 3,75 | 4.803 | 2,83 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 154.675 | 2.744,34 | 7.534 | 2.721,72 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 4.683 | 228 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 99.814 | 194,51 | 4.862 | 191,95 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 41.942 | 10,04 | 2.043 | 9,08 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 56.462 | 2.750 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 197.346 | 445,98 | 9.613 | 441,22 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 7.844 | 26,93 | 382 | 23,62 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 259.911 | 4,29 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 88.382 | 6,41 | 4.306 | 5,46 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6.426 | 8,02 | 313 | 7,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 385.974 | 23,80 | 19 | 20,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 714 | 35 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 41 | 2 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 387.493 | 19,84 | 18.875 | 18,76 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5.215 | 24,11 | 254 | 23,30 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 52.423 | 5,47 | 2.554 | 4,55 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 79.302 | 9,86 | 3.863 | 8,88 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 57.797 | 97,40 | 2.815 | 95,62 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 196.035 | 3,98 | 9.549 | 3,05 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 15.710 | 32,69 | 765 | 31,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.287.931 | 6,20 | 111.445 | 5,25 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 39.130 | 4,72 | 2 | -99,95 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 269 | 177,32 | 13 | 225,00 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 8.494 | 5,57 | 414 | 4,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 79.409 | 447,76 | 3.868 | 443,26 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 105 | 0,96 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 102.589 | 14,42 | 4.997 | 13,41 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 81.383 | 22,49 | 3.964 | 21,41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 40.064 | 3,17 | 1.952 | -3,94 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 2.446 | 1,62 | 119 | 0,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 24.795 | 0,83 | 1.208 | -0,08 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 359.204 | 0,90 | 17.497 | -0,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 19.408 | 71.781,48 | 934 | 93.300,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 14.878 | 4,12 | 725 | 3,13 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 84.509 | 31,39 | 4.154 | 30,97 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.071.859 | 0,56 | 52.210 | -0,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 59.927 | 18,73 | 2.919 | 17,70 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 75.392 | 19,84 | 3.672 | 18,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 28.290 | 0,76 | 1.378 | -0,22 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 69.368 | 8,61 | 3.378 | 7,61 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 73.615 | 5,16 | 3.586 | 4,22 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 25.121 | 31,98 | 1.224 | 30,80 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4.850 | 236 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 269.732 | 8,91 | 13.139 | 7,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.338.564 | 2,01 | 65.201 | 1,09 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 122.947 | 16,69 | 5.989 | 15,64 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 145 | 7 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 44.517 | 18,84 | 2.168 | 17,76 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 26.273 | 33,75 | 1.280 | 32,54 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 12 | 1 | ||||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 17.674 | 12,08 | 861 | 10,97 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 33.068 | 0,12 | 1.611 | -0,80 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.940 | 3,39 | 241 | 2,56 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 82.007 | 4,33 | 3.995 | 3,39 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.187.254 | 0,15 | 57.831 | -0,75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 298.217 | 56,42 | 14.526 | 55,03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 611 | 30 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 272.015 | 4,97 | 13.375 | 5,01 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 995 | 48 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 168.898 | 259,28 | 8.227 | 256,15 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 76.246 | 3,69 | 3.714 | 2,74 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 18.277 | 4,54 | 890 | 3,61 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 116.141 | 4,50 | 5.657 | 3,57 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 8.434 | 0,74 | 411 | -0,24 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 154 | 8 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 6.398 | 34,24 | 312 | 32,91 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 16.204 | 18,51 | 1 | |||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 507.545 | 17,80 | 24.723 | 16,75 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7.917 | 386 | ||||||
| 2026-04-20 | 13F | Chronos Wealth Management, LLC | 7.050 | 10,16 | 343 | 9,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26.988 | 6.563,70 | 1.315 | 6.815,79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8.882 | 433 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 4.939 | 3,37 | 241 | 2,56 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 22.593 | 36,24 | 1.100 | 29,72 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 28.767 | 5,29 | 1.401 | 4,40 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6.100 | 297 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 10.536 | 0,76 | 513 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 33.023 | 116,19 | 1.609 | 114,40 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 194.480 | 17,67 | 9.473 | 16,62 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 12.454 | 0,48 | 607 | -0,49 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 69.012 | 126,39 | 3.362 | 124,37 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 96.281 | 2,79 | 4.690 | 1,87 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 9.997 | 4,55 | 487 | 3,62 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 506.073 | 600,21 | 24.651 | 593,98 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 33.876 | 25,19 | 1.650 | 24,06 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 324.610 | 6,77 | 15.812 | 5,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 32.494 | 3,29 | 1.583 | 2,33 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 7.044 | 4,70 | 343 | 3,94 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 55.793 | 6,99 | 2.718 | 6,01 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 67 | 3 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 98.779 | 3,05 | 4.812 | 2,12 |
