Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF includono EP Wealth Advisors, Inc., FFSAX - Touchstone Flexible Income Fund Class A, Maridea Wealth Management LLC, Schubert & Co, Gibbs Wealth Management, FTBI - First Trust Balanced Income ETF, Traction Financial Partners, LLC, Total Investment Management Inc, e Mpwm Advisory Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | TD Capital Management LLC | 4.429 | 1,07 | 194 | 1,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 399.159 | 1,11 | 17.519 | 1,22 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 90.615 | 3,25 | 3.977 | 3,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 63.748 | 1,13 | 2.798 | 1,23 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 520 | 23 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33.935 | 1,53 | 1.489 | 1,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5.193 | 4,11 | 228 | 4,13 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 437 | 166,46 | 19 | 171,43 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 21.793 | 956 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 142.500 | 776,38 | 6.254 | 778,37 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 87.770 | 2,26 | 3.852 | 2,39 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 51.795 | 8,28 | 2.267 | 10,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.660 | 44,86 | 380 | 45,04 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 536.174 | 17,94 | 23.533 | 18,07 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 37.174 | 22,96 | 1.632 | 23,09 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 17.444 | 1,17 | 766 | 1,32 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 161 | 15,83 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 840.339 | 22,73 | 36.888 | 23,60 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 14.614 | 6,39 | 641 | 6,48 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 72.510 | 6,63 | 3.182 | 6,74 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 67.340 | 62,61 | 2.956 | 62,81 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 575.034 | 1,89 | 25.238 | 2,00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 82.339 | 0,00 | 3.614 | 0,11 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 4.642 | 204 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 74.432 | 3,43 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28.559 | 22,82 | 1.253 | 22,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 162.690 | 4,67 | 7.140 | 4,78 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 136.310 | 28,90 | 5.983 | 29,03 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 81.695 | 5,47 | 3.586 | 5,60 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 241.523 | 0,79 | 10.600 | 0,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8.759 | 9,02 | 384 | 11,30 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 569 | 1,07 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 90.489 | 1,38 | 3.972 | 1,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 28.357 | 5,89 | 1.245 | 5,96 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 92.943 | 5,03 | 4.079 | 5,16 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 321.180 | 5,83 | 14.097 | 5,95 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 354.144 | 3,24 | 15.543 | 3,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 64.007 | 3,96 | 2.809 | 4,08 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 26.758 | 102,44 | 1.174 | 102,76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 121.401 | 21,12 | 5.328 | 21,26 | ||||
| 2025-07-16 | 13F | Novem Group | 9.527 | 7,75 | 418 | 8,01 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 56.634 | 7,57 | 2.486 | 7,67 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 6.587 | 0,11 | 289 | 0,35 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 47 | 2 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 51.893 | 148,28 | 2.278 | 148,58 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18.322 | 18,28 | 804 | 18,41 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 120.838 | 1,60 | 5.304 | 1,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 92.917 | 5,31 | 4.078 | 5,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 34.800 | 3,26 | 1.527 | 3,39 | |||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12.404 | 0,62 | 544 | 0,74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 14.412 | 0,89 | 1 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.880 | 1,08 | 83 | 1,23 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 4.044 | 0,65 | 178 | 0,57 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82.447 | 12,98 | 3.619 | 13,10 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 533.687 | 12,26 | 23.428 | 12,39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4.900 | 805,73 | 215 | 834,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7.474 | 5,48 | 328 | 5,81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.976 | 76,87 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 91.398 | 1,89 | 4.011 | 2,01 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 594.414 | 0,67 | 26.089 | 0,78 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 513.808 | 13,33 | 22.551 | 13,46 | ||||
| 2025-07-29 | 13F | Schubert & Co | 6.357 | 279 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9.408 | 19,19 | 413 | 19,08 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3.002 | 0,03 | 132 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 226.889 | 18,10 | 10 | 12,50 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 6.103 | 268 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5.782 | 1,44 | 254 | 1,61 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 4.745 | 208 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 5.318 | 2,31 | 233 | 2,64 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7.489 | 3,58 | 329 | 3,80 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5.232 | 6,00 | 230 | 6,02 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 32.353 | 1 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.828.195 | 105,88 | 124.105 | 106,02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.262.572 | 2,22 | 55.414 | 2,34 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11.799 | 2,18 | 518 | 2,17 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 135.379 | 5,19 | 5.942 | 5,30 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 51.864 | 4,20 | 2.276 | 4,36 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 461.858 | 5,93 | 20.271 | 6,05 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 106.523 | 1,06 | 4.675 | 1,17 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 15.104 | 115,53 | 663 | 115,64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13.818 | 28,59 | 602 | 27,81 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 214.385 | 2,45 | 9.409 | 2,57 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 32.038 | 0,12 | 1.406 | 0,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 76.810 | 3.371 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1.675 | 1,09 | 74 | 1,39 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 10.836 | 12,84 | 476 | 13,10 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9.779 | 467,89 | 429 | 472,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 81.529 | 5,26 | 3.578 | 5,39 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 4.613 | 202 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.204.118 | 9,67 | 52.847 | 9,79 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 316.518 | 1,75 | 13.892 | 1,87 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 75.570 | 2,19 | 3.317 | 2,31 | ||||
| 2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 268.864 | 1,18 | 11.830 | 1,14 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5.551 | 1,07 | 244 | 1,25 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 17.873 | 0,40 | 784 | 1,55 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 55.799 | 17,56 | 2.449 | 17,74 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 73.678 | 29,29 | 3.234 | 29,42 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 340.242 | 0,14 | 14.933 | 0,26 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23.913 | 0,84 | 1.050 | 0,96 | ||||
| 2025-05-29 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 34.500 | 1.512 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 82.964 | 0,10 | 3.613 | 0,17 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 3.143 | 138 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.161.343 | 5,53 | 94.861 | 5,65 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 91.814 | 14,03 | 4.030 | 14,17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 153.087 | 6,25 | 6.719 | 6,36 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 66.475 | 5,25 | 2.918 | 5,34 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 540.649 | 181,09 | 23.729 | 181,42 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22.450 | 4,49 | 985 | 4,68 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 107.154 | 336,81 | 5 | 300,00 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 4.977 | 218 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 122.899 | 0,01 | 5.394 | 0,33 |
