Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Intermediate Duration Investment Grade Corporate ETF includono Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Everest Financial Group LLC, Oppenheimer & Co Inc, Novem Group, We Are One Seven, LLC, Arkadios Wealth Advisors, Triad Wealth Partners, LLC, Barrett & Company, Inc., SILVER OAK SECURITIES, Inc, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, Roxbury Financial LLC, My Portfolio Guide, LLC, Guardian Wealth Advisors, Llc / Nc, Fifth Third Bancorp, Whittier Trust Co Of Nevada Inc, Mpwm Advisory Solutions, Llc, Northwestern Mutual Wealth Management Co, Key Capital Management, INC, e Strive 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 389.839 | 15,63 | 8.089 | 13,18 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51.997 | 0,18 | 1.079 | -2,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 72.893 | 1,99 | 1.513 | -0,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3.761 | 78 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1.397.278 | 46,58 | 28.994 | 43,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.575 | 1,16 | 33 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 22.688 | 471 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 131.685 | 7,82 | 2.732 | 5,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287 | 6 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52.350 | 115,66 | 1.086 | 110,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 71.537 | 12,65 | 1.484 | 10,25 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20.984 | 435 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 600 | 12 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 880.325 | 18,51 | 18.267 | 16,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.500 | 31 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 45.564 | 11,68 | 945 | 9,38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.546.486 | 2,58 | 52.840 | 0,40 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 20.581 | 5,65 | 427 | 3,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78.611 | 2,38 | 1.667 | 2,40 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 132.762 | 7,56 | 2.755 | 5,28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16.389 | 40,57 | 340 | 37,65 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 489.871 | 31,87 | 10.165 | 29,07 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 15.228 | 5,86 | 316 | 3,62 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 36.307 | 0,60 | 753 | -1,57 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 21.289 | 19,95 | 442 | 17,29 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4.200 | 87 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 18.855 | 1,11 | 391 | -1,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 571.903 | 6,50 | 11.867 | 4,23 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.080 | 2,37 | 22 | 0,00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 25.191 | 7,51 | 523 | 5,24 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 31.788 | 5,81 | 660 | 3,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45.890 | 952 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1.716 | 36 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 238.285 | 13,69 | 4.944 | 11,28 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180.401 | 3.743 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 45.000 | 934 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 175.186 | 0,74 | 3.635 | -1,38 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 65.437 | 88,16 | 1.358 | 84,12 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.868 | 60 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30.566 | 18,22 | 634 | 15,69 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 30.453 | 50,20 | 632 | 47,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.036 | 24,98 | 42 | 23,53 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 132.222 | 139,66 | 2.744 | 135,05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 210.854 | 14,77 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 761.660 | 80,43 | 15.804 | 76,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.852.167 | 10,01 | 100.682 | 7,68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 670.866 | 114,92 | 14.222 | 114,64 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 237.188 | 4,64 | 4.922 | 2,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 366.373 | 14,91 | 7.603 | 12,47 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 411.271 | 4,73 | 8.531 | 2,49 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 67.527 | 13,66 | 1.401 | 11,28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 782 | 16 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.693.016 | 13,37 | 35.130 | 10,97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 8.861 | 3,82 | 188 | 3,31 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 294.545 | 139,61 | 1.777 | -31,81 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 167.614 | 126,53 | 3.478 | 121,81 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 51.214 | 8,79 | 1.063 | 6,52 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13.506 | 1,17 | 280 | -1,06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26.815 | 12,46 | 556 | 10,10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 79.241 | 5,27 | 1.644 | 3,07 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 15.766 | 12,69 | 327 | 10,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.729.781 | 1,46 | 35.893 | -0,70 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 462.533 | 34,21 | 9.598 | 31,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.660 | 4,07 | 532 | 1,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 537.691 | 12,23 | 11 | 10,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 130.652 | 567,58 | 2.711 | 554,83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 147.927 | 2,73 | 3.069 | 0,56 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 150 | 240,91 | 3 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 17.888 | 11,45 | 371 | 9,12 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 43.250 | 45,32 | 897 | 42,38 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 13.848 | 0,93 | 287 | -1,03 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15.627 | 6,22 | 324 | 4,18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 883 | 18 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 77.600 | 59,22 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13.760 | 18,71 | 286 | 16,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.097.756 | 362,83 | 44.472 | 494.033,33 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1.068.062 | 11,55 | 22.162 | 9,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26.215 | 544 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 116.652 | 846,77 | 2.421 | 827,20 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14.862 | 308 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 205.029 | 10,70 | 4.254 | 8,35 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 30.532 | 4,75 | 634 | 2,59 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 34.104 | 16,60 | 708 | 14,03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.594 | 13,53 | 33 | 13,79 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 14.332 | 297 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3.008 | 62 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13.221 | 274 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17.041 | 354 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 38 | 1 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 26.782 | 79,06 | 570 | 80,63 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 11.568 | 0,55 | 240 | -1,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.027 | 374 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 5.085 | 15,86 | 106 | 12,90 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 223 | 5 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 360.331 | 14,65 | 7.477 | 12,22 | ||||
| 2026-05-14 | 13F | Betterment LLC | 16.067 | 19,37 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 58.928 | 11,54 | 1.223 | 9,11 |
