Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF, omfatter Great Valley Advisor Group, Inc., TCFG Investment Advisors, LLC, Aptus Capital Advisors, LLC, Second Line Capital, LLC, Fiduciary Trust Co, Vestmark Advisory Solutions, Inc., Zinnia Wealth Advisory, LLC, Csenge Advisory Group, Ubs Asset Management Americas Inc, Gill Capital Partners, Llc, Vanguard Advisers Inc, Mpwm Advisory Solutions, Llc, Motiv8 Investments LLC, TopTier Wealth Management, LLC, og Russell Investments Group, Ltd. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 8.006 | 10,11 | 1.271 | 6,90 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 8.135 | 2,64 | 1.292 | -0,39 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.282 | 204 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 50 | 8 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 47.808 | 53,44 | 7.592 | 48,98 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 2.679 | 425 | ||||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 58.822 | 4,24 | 9.342 | 1,18 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 40.819 | 26,60 | 6.482 | 22,90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 199 | 32 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 8 | 1 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 16.738 | 2,88 | 2.658 | -0,11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14.098 | 2,69 | 2.306 | 2,72 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 45.500 | 7.226 | ||||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 4.152 | 0,02 | 659 | -2,95 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 64 | 10 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 7.282 | 10,43 | 1.157 | 7,24 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 3 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 34.648 | 17,05 | 5.503 | 13,63 | ||||
| 2026-05-12 | 13F | Creative Planning | 6.796 | 0,28 | 1.079 | -2,62 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3.830 | 608 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 3.631 | 1 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 24.531 | 46,21 | 3.896 | 41,95 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1.484 | 3,78 | 236 | 0,86 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.940 | 3,77 | 626 | 0,64 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6.546 | 5,26 | 1.071 | 3,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 17.066 | 2.710 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 25.124 | 0,88 | 3.990 | -2,09 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 529 | 51,14 | 87 | 45,76 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 204.237 | 43,34 | 32.435 | 39,15 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.838 | 451 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 19.581 | 1,38 | 3.110 | -1,58 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.446 | 14,35 | 388 | 11,17 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1.425 | 226 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.803 | 6,01 | 445 | 3,01 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 1.509 | 0,07 | 240 | -5,16 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3.256 | 517 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15.383 | 2,29 | 2.443 | -0,69 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 86.687 | 3,61 | 13.767 | 0,58 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 7.280 | 7.563,16 | 1.156 | 7.606,67 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 1.505 | 0,07 | 239 | -2,86 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 4.573 | 17,50 | 726 | 14,15 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3.994 | 634 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.321 | 7,22 | 210 | 3,98 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 13.599 | 40,46 | 2.160 | 36,39 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 639 | 8,67 | 101 | 5,21 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 286 | 45 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 1.782 | 283 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8.223 | 6,92 | 1.306 | 3,74 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 457 | 3,63 | 73 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 350 | 56 | ||||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 1.538 | 17,76 | 244 | 14,55 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.314 | 0,08 | 209 | -2,80 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 1.582 | 25,36 | 251 | 21,84 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 1.334 | 0,08 | 212 | -3,21 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.580 | 410 | ||||||
| 2026-05-15 | 13F | Sun Financial Inc | 1.411 | 0,07 | 265 | 15,22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1.926 | 27,04 | 306 | 23,48 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1.688 | 268 | ||||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 3.321 | 3,85 | 527 | 0,76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 24.630 | 105,34 | 3.912 | 99,34 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7.283 | 2,39 | 1.157 | -0,60 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 1.433 | 228 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.205 | 15,31 | 1 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21.432 | 24,16 | 3.404 | 20,55 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 52.603 | 18,32 | 8.353 | 14,68 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 88.973 | 0,60 | 14.555 | 103.864,29 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 71 | 1,43 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 6.500 | 4,84 | 1.032 | 1,78 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 30.246 | 6,94 | 4.803 | 3,83 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 339 | 54 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 52.426 | 9,04 | 8.326 | 5,85 | ||||
| 2026-05-05 | 13F | UBS Group AG | 57.752 | 12,25 | 9.172 | 8,97 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 23 | 9,52 | 4 | 0,00 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 40.613 | 99,69 | 6.450 | 93,87 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 3.389 | 4,37 | 538 | 1,32 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 46 | 0 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.479 | 235 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 16.803 | 117,82 | 2.668 | 111,58 | ||||
| 2026-05-05 | 13F | PFG Advisors | 4.721 | 19,52 | 750 | 15,94 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2.398 | 0,13 | 381 | -2,81 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 18.002 | 66,33 | 2.859 | 61,47 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 32 | 5 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 2.749 | 499 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.293 | 4,66 | 364 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 16.281 | 0,04 | 2.586 | -2,89 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 112.977 | 57,66 | 17.941 | 53,04 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.837 | 292 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 13.270 | 2.107 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 62.829 | 1,40 | 10 | -10,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 6.486 | 8,01 | 1.061 | 7,17 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 35.067 | 0,75 | 5.569 | -3,40 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 243 | 39 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3.025 | 10,48 | 480 | 7,38 |
