Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF meliputi Wealth Advisory Team LLC, Live Oak Investment Partners, Sollinda Capital Management LLC, FFSAX - Touchstone Flexible Income Fund Class A, 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, dan Strategic Wealth Partners, Ltd. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-05-29 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 60,000 | 1,485 | ||||||
| 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 |
