Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund includono Oxford Wealth Group, LLC, Compass Financial Services Inc, Hobart Private Capital, LLC, Bellevue Asset Management, Llc, Split Rock Private Trading & Wealth Management, LLC, TCFG Investment Advisors, LLC, Mercer Global Advisors Inc /adv, Legacy Wealth Managment, LLC/ID, Visionary Wealth Advisors, Atomi Financial Group, Inc., Cyndeo Wealth Partners, LLC, Integrity Alliance, Llc., Macroview Investment Management Llc, Lee Johnson Capital Management, Llc, Smith, Moore & Co., Centerpoint Advisory Group, Keystone Financial Group, Summit Financial, LLC, Rossmore Private Capital, e Larson Financial Group LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.192 | 22,96 | 339 | 29,50 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 87.501 | 16,26 | 2.649 | 16,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19.718 | 4,61 | 597 | 10,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 117.122 | 4,02 | 3.740 | 9,71 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 6.018 | 813,20 | 192 | 910,53 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 105.273 | 1,78 | 3.361 | 7,38 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.599 | 4,37 | 51 | 10,87 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 153 | 5 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20.274 | 0,09 | 647 | 5,55 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 45.842 | 1.464 | ||||||
| 2026-04-10 | 13F | Novem Group | 9.674 | 8,94 | 309 | 14,93 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 546.216 | 3,52 | 17.441 | 9,20 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 227.811 | 10,50 | 7.274 | 16,57 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.200 | 4,11 | 453 | 9,95 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 12.475 | 398 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 6.422 | 205 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 7.411 | 2,18 | 237 | 7,76 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 12.771 | 26,67 | 408 | 37,04 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6.448 | 206 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87.408 | 7,20 | 2.791 | 13,05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 6.449 | 206 | ||||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 7.080 | 226 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 17.952 | 23,36 | 573 | 30,23 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 24.685 | 12,97 | 791 | 17,71 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 43.014 | 1.373 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 85.816 | 2.740 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.336 | 522 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 726 | 359,49 | 23 | 475,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 616 | 20 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.756 | 28,75 | 689 | 35,43 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 6.508 | 208 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 18.578 | 2,31 | 593 | 8,01 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 66.723 | 14,89 | 2.130 | 21,16 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 24.084 | 769 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 32.318 | 18,80 | 1.032 | 25,27 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8.033 | 5,43 | 256 | 11,30 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.603 | 243 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 15.600 | 498 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 59.048 | 21,80 | 1.885 | 28,49 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.383 | 0,73 | 42 | 5,13 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 4.944 | 0,28 | 158 | 5,37 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 34.085 | 1.088 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 97.466 | 3.112 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 7.179 | 0,04 | 229 | 5,53 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.085.492 | 52,43 | 162.380 | 60,79 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.422.721 | 28,13 | 109.287 | 35,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 499.243 | 23,11 | 15.941 | 29,87 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 198.026 | 147,83 | 6.323 | 161,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 63.879 | 22,45 | 2.040 | 29,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 113.473 | 0,38 | 3.623 | 5,90 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 6.516 | 208 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 37.874 | 3,44 | 1.209 | 9,12 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 380.543 | 27,46 | 12.151 | 34,45 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 6.788 | 601,96 | 217 | 644,83 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 221.062 | 15,61 | 7.059 | 21,94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.905 | 871,94 | 60 | 1.080,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 413.257 | 16,25 | 13.195 | 22,63 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 21.970 | 100,02 | 701 | 111,14 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11.334 | 30,85 | 362 | 37,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 27.066 | 6,36 | 864 | 12,21 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.147.241 | 68,35 | 36.631 | 77,59 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 48.254 | 14,43 | 1.541 | 20,69 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7.371 | 0,96 | 235 | 6,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 22.745 | 4,19 | 726 | 10,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 40.766 | 1.302 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9.768 | 17,60 | 313 | 24,30 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 85.457 | 2.729 | ||||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 130.969 | 4.182 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 86.237 | 12,93 | 2.754 | 19,13 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 20.092 | 86,64 | 642 | 97,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 54.453 | 30,55 | 1.739 | 37,72 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 14.924 | 18,08 | 477 | 24,61 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 21.509 | 21,70 | 687 | 35,04 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 15.607 | 73,41 | 498 | 83,09 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3.947 | 30,18 | 126 | 38,46 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19.881 | 635 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 124.108 | 30,57 | 3.963 | 37,71 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 90.480 | 2.889 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 521.486 | 0,23 | 17 | 6,67 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 57.099 | 68,52 | 1.823 | 77,85 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 100.398 | 6,84 | 3.206 | 12,69 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 42 | 1 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19.502 | 623 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.013.617 | 26,94 | 32.365 | 33,90 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 16.270 | 1,31 | 520 | 6,79 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16.094 | 1 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 3.200 | 102 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 122.248 | 4,97 | 3.903 | 10,72 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 12.471 | 398 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6.722 | 215 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 143.458 | 43,64 | 4.581 | 51,51 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10.769 | 344 | ||||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 133.088 | 4,76 | 4.250 | 10,51 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.806 | 58 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.497.162 | 34,75 | 47.804 | 42,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 115.153 | 12,65 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 15.827 | 7,86 | 505 | 13,74 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 576 | 18 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 56.293 | 360,29 | 1.797 | 385,68 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 285.052 | 551,55 | 9.102 | 587,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 77.892 | 29,92 | 2.487 | 37,10 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 714 | 0,99 | 23 | 4,76 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26.829 | 15,74 | 857 | 22,11 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 20.258 | 13,86 | 647 | 20,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 231.831 | 45,87 | 7.217 | 50,02 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 29.238 | 934 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11.704 | 20,15 | 374 | 26,87 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 23.706 | 4,87 | 757 | 10,53 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 32.377 | 6,88 | 1.034 | 12,77 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 16 | 0 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 60 | 2 | ||||||
| 2026-05-11 | 13F | Collier Financial | 33.307 | 12,78 | 1.063 | 19,04 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23.811 | 6,71 | 760 | 12,59 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 30.062 | 960 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 50.068 | 35,80 | 1.516 | 43,06 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.405 | 0,33 | 77 | 5,56 |
