Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF termasuk 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, dan Mpwm Advisory Solutions, Llc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
