Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF inkluderar EP Wealth Advisors, Inc., Maridea Wealth Management LLC, Schubert & Co, Gibbs Wealth Management, FTBI - First Trust Balanced Income ETF, Traction Financial Partners, LLC, Total Investment Management Inc, och Mpwm Advisory Solutions, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-07-28 | 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 |
