Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF eröffnet haben, gehören Spartan Wealth Advisory Services LLC, Arch Global Advisors, LLC, My Portfolio Guide, LLC, Diversify Wealth Management, Llc, Skyview Financial Group LLC, Buckingham Strategic Partners, Proactive Wealth Strategies LLC, Core Wealth Partners LLC, Golden State Equity Partners, Atlantic Union Bankshares Corp, Wolff Wiese Magana Llc, Owl Creek Wealth Partners LLC, Signature Resources Capital Management, LLC, SageView Advisory Group, LLC, Dunhill Financial, LLC, und Glass Jacobson Investment Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Live Oak Investment Partners | 348.032 | 4,88 | 8.621 | 3,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 24.720 | 0,01 | 612 | -1,61 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 222.447 | 0,04 | 5.510 | -1,54 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 510.491 | 4,20 | 12.742 | 3,58 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 12.449 | 8,62 | 308 | 6,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 526.308 | 0,81 | 13.037 | -0,79 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13.786 | 21,08 | 341 | 19,23 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.633.782 | 3,46 | 40.469 | 1,82 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.907.244 | 12,61 | 47.242 | 10,82 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 762 | 19 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 235.120 | 20,41 | 5.824 | 18,47 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 36.035 | 12,11 | 893 | 10,26 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1.062.860 | 3.132,64 | 26.327 | 3.083,43 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 770.412 | 1,55 | 19.083 | -0,06 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 36.645 | 2,12 | 908 | 0,44 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.037 | 2,87 | 249 | 1,22 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 8.270 | 1,08 | 205 | -0,49 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.436.630 | 6,57 | 35.585 | 4,87 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.276 | 0,92 | 131 | -0,76 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 701 | 17 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.569 | 39 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 498.878 | 33,40 | 12.357 | 31,28 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 497.721 | 14,53 | 12.329 | 12,71 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 577.807 | 17,75 | 14.543 | 17,76 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 20.063 | 34,78 | 497 | 32,62 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 624 | 15 | ||||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 18.418 | 1,99 | 456 | 0,44 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 106.161 | 24,49 | 2.630 | 22,51 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.120.885 | 15,70 | 102.074 | 13,86 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 407.614 | 10.097 | ||||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 106.438 | 1,92 | 2.636 | 0,30 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 23.972 | 0,06 | 594 | -1,50 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 598.694 | 3,22 | 14.830 | 1,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.732 | 437,89 | 43 | 425,00 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 251.136 | 0,22 | 6.221 | -1,36 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 359.962 | 1,87 | 8.916 | 0,25 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 416.350 | 27,91 | 10.313 | 25,89 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 839.917 | 8,56 | 20.805 | 6,84 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 898.608 | 229,10 | 22.259 | 223,89 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 195.765 | 58,01 | 4.849 | 55,52 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9.978 | 5,63 | 247 | 4,22 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.436.336 | 0,67 | 60.348 | -0,93 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 9.720 | 241 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 459.184 | 10,27 | 11.372 | 8,50 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 600 | 15 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 997.473 | 21,26 | 25 | 20,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.714 | 1.956,06 | 67 | 2.100,00 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 102.124 | 2.530 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 53.833 | 1,78 | 1.333 | 0,15 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 735 | 18 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 88 | 2 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 101.566 | 2.516 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 14.884 | 369 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 15.022 | 15,04 | 372 | 13,41 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 118.774 | 20,51 | 2.942 | 18,63 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 22.144 | 549 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 580.959 | 21,09 | 14.315 | 18,36 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 567.904 | 150,32 | 14.067 | 146,34 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 306.966 | 1,30 | 7.604 | -0,31 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 51.928 | 1.289 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 84.555 | 28,43 | 2.094 | 26,37 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 33.578 | 2,39 | 832 | 0,73 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 12.452 | 12,78 | 308 | 11,19 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.382 | 34 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 12.813 | 1,55 | 317 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 263.194 | 9,33 | 6.519 | 7,38 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.490.172 | 2,17 | 36.912 | 0,55 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 409.888 | 3,35 | 10.153 | 1,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 29.900 | 10,82 | 753 | 10,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.726 | 43 | ||||||
| 2026-05-01 | 13F | Bensler, LLC | 845.423 | 18,06 | 20.941 | 16,18 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 398.932 | 4,84 | 9.882 | 3,17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5.337.705 | 10,45 | 132.240 | 8,78 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 202.703 | 5.021 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.244.379 | 29,64 | 31.321 | 130.404,17 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 75 | 2 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.281 | 0,73 | 207 | 0,49 | ||||
| 2026-05-14 | 13F | Betterment LLC | 33.585 | 27,15 | 1 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 17.949 | 5,25 | 445 | 3,50 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 635.772 | 44,34 | 15.748 | 42,05 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 241.294 | 1,01 | 5.977 | -0,60 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 12.966 | 0,50 | 321 | -0,93 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 192.684 | 2.435,32 | 4.773 | 2.398,43 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 52.973 | 20,81 | 1.312 | 18,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11.982 | 0,04 | 297 | -1,66 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 238.296 | 5.904 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 809 | 1,12 | 20 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 119.347 | 4,64 | 2.956 | 3,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 272.279 | 6.744 | ||||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 790.536 | 15,94 | 19.582 | 14,10 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 13.926 | 39,26 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 17.640 | 1,59 | 437 | -0,68 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 168.442 | 3,39 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 19.589 | 0,18 | 476 | -3,25 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 29.579 | 1 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 740.026 | 10,73 | 18.330 | 8,96 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.958.341 | 7,46 | 221.898 | 5,75 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 113.933 | 1,06 | 2.822 | -0,53 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 765.621 | 7,87 | 18.964 | 6,15 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 97.311 | 0,47 | 2.410 | -1,11 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 8.984 | 0,42 | 223 | -1,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 288.327 | 22,35 | 7.142 | 20,40 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 286.856 | 1,57 | 7.105 | -0,04 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 682 | 2.628,00 | 17 | -5,88 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 232 | 0,87 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 36.377 | 270,25 | 901 | 264,78 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 52.744 | 1,88 | 1.306 | 0,23 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 37.983 | 0,85 | 941 | -0,74 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 421.486 | 8,25 | 10.436 | 6,48 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 37.647 | 119,91 | 1 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 6.356 | 14,05 | 157 | 12,14 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 478.721 | 1,70 | 11.858 | 0,08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 162.013 | 5,49 | 4.013 | 3,83 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 497.973 | 36,30 | 12.335 | 136.944,44 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 690.142 | 121,81 | 17.095 | 118,29 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.230 | 55 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 9.928 | 13,80 | 246 | 11,87 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 261.874 | 8,80 | 6.487 | 7,07 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 352.834 | 12,64 | 8.740 | 10,84 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 624.974 | 15.481 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 322 | 8 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4.003.535 | 5,35 | 99.168 | 3,68 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 43.652 | 14,96 | 1.081 | 13,19 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 142.402 | 70,49 | 3.527 | 67,79 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 19.502 | 483 | ||||||
| 2026-05-05 | 13F | Holistic Financial Partners | 504.537 | 6,75 | 12.497 | 5,05 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 150.359 | 7,15 | 3.724 | 5,44 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 47.224 | 1.170 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 28.564 | 24,41 | 708 | 22,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 892.567 | 3,75 | 22.109 | 2,10 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 206.438 | 21,71 | 5.113 | 19,77 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 158.393 | 1,83 | 3.923 | 0,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.383.455 | 6,19 | 34.268 | 4,50 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 619 | 0,81 | 15 | 0,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 209.095 | 9,12 | 229 | -95,27 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 416.747 | 15,91 | 10.323 | 14,07 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.480.371 | 8,16 | 36.669 | 6,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 356.647 | 5,43 | 8.834 | 3,76 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 626.701 | 15.523 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 6.125 | 26,03 | 152 | 23,77 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 243.498 | 3,74 | 6.031 | 2,10 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 802.977 | 12,27 | 19.890 | 10,49 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.456.178 | 27,02 | 60.840 | 25,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.830.912 | 7,32 | 70.122 | 5,61 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 567.078 | 0,64 | 14.047 | -0,97 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7.063 | 25,34 | 175 | 23,40 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 637.190 | 11,26 | 15.783 | 9,50 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 38 | 2,70 | 1 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 213.195 | 47,66 | 5.281 | 45,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 62.275 | 1.543 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 180.009 | 4.459 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 813.598 | 7,73 | 20.153 | 6,02 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 184.617 | 1,32 | 4.573 | -0,31 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 10.922 | 12,59 | 271 | 10,66 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 17.662 | 34,55 | 437 | 32,42 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 16.692 | 0,94 | 413 | -0,72 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12.475.047 | 2,59 | 309.007 | 0,96 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 404.701 | 8,60 | 10.024 | 6,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 70.922 | 7,76 | 1.785 | 7,72 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.920 | 1,11 | 48 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 25.356 | 29,11 | 630 | 27,53 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 85.698 | 19,12 | 2.123 | 17,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 957.587 | 7,27 | 24.047 | 6,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 70.224 | 8,66 | 1.768 | 8,60 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 27.883 | 702 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 785.166 | 14,10 | 19.449 | 12,29 |
