Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF inkluderar Wealth Advisory Team LLC, Live Oak Investment Partners, Sollinda Capital Management LLC, Transcend Wealth Collective, Llc, RFG Advisory, LLC, VisionPoint Advisory Group, LLC, Perigon Wealth Management, LLC, Tradewinds, LLC., Summit Wealth Group Llc / Co, Titleist Asset Management, Llc, Chilton Capital Management Llc, Evolution Wealth Management Inc., Maseco Llp, och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | PFG Advisors | 288 901 | 6,65 | 7 191 | 7,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 588 | 2 289,58 | 114 | 2 750,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 88 916 | 0,09 | 2 174 | −0,55 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 731 742 | 0,11 | 18 213 | 0,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 733 | 416 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 319 | 45,09 | 680 | 45,71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 308 674 | 0,10 | 7 683 | 0,66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 665 | 52,40 | 115 | 52,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 323 256 | 36,56 | 8 046 | 37,33 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 32 261 | 18,40 | 803 | 19,52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 654 | 8,65 | 514 | 9,36 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 699 400 | 26,55 | 17 310 | 27,07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 324 944 | 8,90 | 8 088 | 9,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 522 902 | 0,13 | 13 015 | 0,70 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 12 367 | 16,82 | 308 | 17,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 152 345 | 9,75 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 113 226 | 103,35 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 638 582 | 10,18 | 15 894 | 10,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 614 739 | 2,55 | 40 192 | 3,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47 969 | 0,50 | 1 194 | 1,02 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 79 504 | 0,03 | 1 979 | 0,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 378 | 9 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20 416 | 3,34 | 508 | 4,10 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 276 854 | 116,76 | 6 891 | 117,97 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 240 141 | 6,57 | 5 977 | 7,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 297 031 | 3,71 | 131 843 | 4,30 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12 186 | 20,96 | 303 | 21,69 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 225 970 | 6,51 | 5 624 | 7,12 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 245 652 | 3,16 | 6 114 | 3,75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 470 634 | 2,52 | 11 676 | 2,94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 276 854 | 83,17 | 6 891 | 84,52 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 14 969 | 373 | ||||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 29 644 | 6,06 | 738 | 6,66 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 221 271 | 28,50 | 5 507 | 29,24 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 8 195 | 204 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 683 331 | 79,41 | 17 008 | 80,44 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 793 | 294 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13 291 | 0,99 | 331 | 1,53 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 280 562 | 3,75 | 6 983 | 4,33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53 635 | 4,14 | 1 335 | 4,71 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 319 168 | 4,55 | 7 944 | 5,15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 838 239 | 3,40 | 20 864 | 3,98 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 507 151 | 11,13 | 12 623 | 11,75 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 341 | 0,99 | 208 | 1,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 747 | 2,56 | 492 | 3,15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 72 278 | 45,85 | 1 799 | 46,66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 778 630 | 18,59 | 19 380 | 19,26 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 601 | 0,84 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44 162 | 26,25 | 1 099 | 27,05 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 16 662 | 7,72 | 415 | 8,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 255 258 | 20,63 | 31 | 24,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 246 483 | 5,24 | 30 801 | 5,62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 51 887 | 7,82 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 262 | 1,33 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 328 915 | 15,72 | 8 187 | 16,38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33 399 | 831 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 987 | 365,77 | 99 | 371,43 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 136 313 | 12,10 | 3 393 | 12,73 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18 130 | 2,80 | 451 | 3,44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 221 001 | 0,61 | 5 510 | 2,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 432 079 | 7,21 | 10 754 | 7,82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66 177 | 25,69 | 1 647 | 26,40 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 15 932 | 16,84 | 397 | 17,51 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 389 311 | 776,39 | 12 380 | 1 026,48 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 29 818 | 147,39 | 742 | 148,99 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 296 599 | 7 382 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 067 | 4,20 | 300 | 4,90 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 60 645 | 37,26 | 1 509 | 38,06 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 236 886 | 18,68 | 5 896 | 19,35 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 387 317 | 1,44 | 9 640 | 2,02 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 647 | 41 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25 987 | 4,23 | 647 | 5,21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 606 | 10,62 | 140 | 11,20 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 319 333 | 0,50 | 7 948 | 1,08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 413 | 0,05 | 308 | 0,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 362 234 | 1,60 | 9 | 12,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 568 | 9,34 | 238 | 10,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 289 129 | 0,85 | 7 196 | 1,42 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 239 994 | 2,94 | 5 973 | 3,52 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 743 443 | 1,00 | 18 504 | 1,57 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 24 540 | 3,54 | 611 | 4,10 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 587 966 | 1,18 | 14 634 | 1,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 948 605 | 13,66 | 23 611 | 14,30 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 670 798 | 0,93 | 16 696 | 1,50 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 363 819 | 14,98 | 9 055 | 15,63 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 107 667 | 2,15 | 2 680 | 2,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 899 046 | 2,82 | 47 267 | 3,40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 757 884 | 8,53 | 68 623 | 9,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 395 267 | 40,36 | 10 | 50,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 48 031 | 1 195 | ||||||
| 2025-08-05 | 13F | Holistic Financial Partners | 351 966 | 60,28 | 8 760 | 61,21 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 889 | 0,41 | 122 | 0,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 797 | 4,99 | 418 | 5,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 117 571 | 38,84 | 2 919 | 39,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 472 | 62 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 673 | 42 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 74 379 | 157,96 | 1 851 | 159,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 290 978 | 2,16 | 57 022 | 2,74 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 92 374 | 2 299 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 394 462 | 3,83 | 9 814 | 4,28 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 302 651 | 12,60 | 7 533 | 13,23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 447 389 | 95,52 | 11 136 | 96,63 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 45 666 | 12,22 | 1 137 | 12,81 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 314 692 | 7 833 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 79 556 | 2,88 | 1 980 | 3,50 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3 295 | 82 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 33 184 | 16,73 | 826 | 17,35 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 104 676 | 3,37 | 2 605 | 3,95 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 533 | 1,14 | 13 | 0,00 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 26 352 | 0,02 | 656 | 0,46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 018 | 9,16 | 224 | 9,80 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 96 499 | 1,10 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18 529 | 88,30 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 041 178 | 11,80 | 25 915 | 12,43 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 87 881 | 40,45 | 2 187 | 42,11 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 562 | 39 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 573 233 | 12,31 | 14 268 | 12,94 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 225 734 | 9,06 | 5 619 | 9,68 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 364 676 | 10,74 | 9 077 | 11,36 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 17 605 | 7,35 | 438 | 8,15 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 663 387 | 153,07 | 16 512 | 154,52 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 502 | 0,93 | 411 | 1,49 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22 134 | 551 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 34 530 | 202,52 | 859 | 204,61 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 936 102 | 1,53 | 23 300 | 2,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 075 466 | 6,71 | 101 438 | 7,31 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 161 679 | 55,51 | 4 024 | 56,39 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 123 | 515,00 | 3 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 723 | 99,17 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 15 210 | 5,62 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 957 606 | 12,65 | 23 835 | 13,28 |
