Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF, omfatter Gladstone Institutional Advisory LLC, Bank Of America Corp /de/, Integrated Wealth Concepts LLC, Arkadios Wealth Advisors, Foundations Investment Advisors, LLC, Mutual Advisors, LLC, Traction Financial Partners, LLC, Goldman Sachs Group Inc, GeoWealth Management, LLC, LaSalle St. Investment Advisors, LLC, First Trust Advisors Lp, IHT Wealth Management, LLC, CIBC Private Wealth Group, LLC, Cwm, Llc, Ameritas Advisory Services, LLC, og Royal Bank Of Canada .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42.885 | 2,52 | 1.557 | 10,50 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 15.222 | 17,65 | 553 | 26,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 302.560 | 41,08 | 10.986 | 52,04 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 11.839 | 2,38 | 430 | 10,28 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 48.202 | 15,02 | 2 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 724.835 | 4,64 | 26.319 | 12,78 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 241 | 9 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 76.749 | 0,43 | 2.787 | 8,24 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 17.400 | 45,17 | 632 | 56,58 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 57.949 | 0,91 | 2.104 | 8,79 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18.637 | 30,52 | 677 | 40,54 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.255 | 5,19 | 263 | 13,36 | ||||
2025-08-04 | 13F | Assetmark, Inc | 283.808 | 24,98 | 10.305 | 34,71 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 117.653 | 346,96 | 4.272 | 382,05 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 12.691 | 461 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.223 | 44 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 10.899 | 396 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 25.794 | 937 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 7.860 | 0,24 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 194.757 | 91.335,21 | 7.072 | 100.914,29 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 18.011 | 16,50 | 654 | 25,58 | ||||
2025-07-25 | 13F | Cwm, Llc | 357 | 0 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 148.351 | 8,38 | 5.387 | 16,81 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47.134 | 13,01 | 1.588 | 10,21 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 48.886 | 5,13 | 2 | 0,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 65.643 | 7,49 | 2.383 | 15,85 | ||||
2025-07-18 | 13F | Truist Financial Corp | 58.720 | 50,14 | 2.132 | 61,88 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 53.430 | 24,16 | 1.940 | 33,89 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 29.060 | 16,24 | 1.055 | 25,30 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6.375 | 0 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 7.110 | 21,06 | 258 | 30,96 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 5.963 | 217 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 6.380 | 232 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 1.619.717 | 73,20 | 58.812 | 86,67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 65.992 | 33,83 | 2.396 | 44,25 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 111 | 4 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19.712 | 41,32 | 716 | 43,57 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232.529 | 75,81 | 8 | 100,00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 136.338 | 4.950 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 99.895 | 3.627 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86.931 | 25,75 | 3.130 | 34,35 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 32.266 | 32,16 | 1.172 | 42,46 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 7.353 | 66,43 | 267 | 75,00 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 36.120 | 51,55 | 1.335 | 66,46 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 38.623 | 1 | ||||||
2025-07-29 | 13F | Manchester Financial Inc | 392.758 | 92,74 | 14.261 | 107,73 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17.103 | 68,06 | 1 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 24.318 | 883 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 9.029 | 35,86 | 328 | 46,64 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29.656 | 1.077 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 81.490 | 21,05 | 2.959 | 30,42 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19.593 | 727 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 5.512 | 200 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 10.314 | 103,95 | 375 | 120,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 24.484 | 37,70 | 889 | 48,41 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17.824 | 647 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 904 | 0,22 | 33 | 10,34 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 58.717 | 99,22 | 2.132 | 114,92 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 133.772 | 1.084,35 | 4.857 | 1.178,16 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 81.121 | 2.946 | ||||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 53.813 | 23,33 | 1.958 | 33,13 |