Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Intermediate Duration Investment Grade Corporate ETF incluem Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Everest Financial Group LLC, Oppenheimer & Co Inc, Novem Group, We Are One Seven, LLC, Arkadios Wealth Advisors, Triad Wealth Partners, LLC, Barrett & Company, Inc., SILVER OAK SECURITIES, Inc, Triumph Capital Management, Ashton Thomas Private Wealth, LLC, Roxbury Financial LLC, My Portfolio Guide, LLC, Guardian Wealth Advisors, Llc / Nc, Fifth Third Bancorp, Whittier Trust Co Of Nevada Inc, Mpwm Advisory Solutions, Llc, Northwestern Mutual Wealth Management Co, Key Capital Management, INC, e Strive Financial Group ,LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 389,839 | 15.63 | 8,089 | 13.18 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 51,997 | 0.18 | 1,079 | -2.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 72,893 | 1.99 | 1,513 | -0.20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3,761 | 78 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1,397,278 | 46.58 | 28,994 | 43.47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,575 | 1.16 | 33 | 0.00 | ||||
| 2026-04-10 | 13F | Novem Group | 22,688 | 471 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 131,685 | 7.82 | 2,732 | 5.52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287 | 6 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52,350 | 115.66 | 1,086 | 110.87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 71,537 | 12.65 | 1,484 | 10.25 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20,984 | 435 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 600 | 12 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 880,325 | 18.51 | 18,267 | 16.00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,500 | 31 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 45,564 | 11.68 | 945 | 9.38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,546,486 | 2.58 | 52,840 | 0.40 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 20,581 | 5.65 | 427 | 3.64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 78,611 | 2.38 | 1,667 | 2.40 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 132,762 | 7.56 | 2,755 | 5.28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16,389 | 40.57 | 340 | 37.65 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 489,871 | 31.87 | 10,165 | 29.07 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 15,228 | 5.86 | 316 | 3.62 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 36,307 | 0.60 | 753 | -1.57 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 21,289 | 19.95 | 442 | 17.29 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4,200 | 87 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 18,855 | 1.11 | 391 | -1.01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 571,903 | 6.50 | 11,867 | 4.23 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1,080 | 2.37 | 22 | 0.00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 25,191 | 7.51 | 523 | 5.24 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 31,788 | 5.81 | 660 | 3.62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45,890 | 952 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1,716 | 36 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 238,285 | 13.69 | 4,944 | 11.28 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180,401 | 3,743 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 45,000 | 934 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 175,186 | 0.74 | 3,635 | -1.38 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 65,437 | 88.16 | 1,358 | 84.12 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2,868 | 60 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30,566 | 18.22 | 634 | 15.69 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 30,453 | 50.20 | 632 | 47.09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2,036 | 24.98 | 42 | 23.53 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 132,222 | 139.66 | 2,744 | 135.05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 210,854 | 14.77 | 4 | 33.33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 761,660 | 80.43 | 15,804 | 76.60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4,852,167 | 10.01 | 100,682 | 7.68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 670,866 | 114.92 | 14,222 | 114.64 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 237,188 | 4.64 | 4,922 | 2.41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 366,373 | 14.91 | 7,603 | 12.47 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 411,271 | 4.73 | 8,531 | 2.49 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 67,527 | 13.66 | 1,401 | 11.28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 782 | 16 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,693,016 | 13.37 | 35,130 | 10.97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 8,861 | 3.82 | 188 | 3.31 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 294,545 | 139.61 | 1,777 | -31.81 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 167,614 | 126.53 | 3,478 | 121.81 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 51,214 | 8.79 | 1,063 | 6.52 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13,506 | 1.17 | 280 | -1.06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26,815 | 12.46 | 556 | 10.10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 79,241 | 5.27 | 1,644 | 3.07 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 15,766 | 12.69 | 327 | 10.47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,729,781 | 1.46 | 35,893 | -0.70 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 462,533 | 34.21 | 9,598 | 31.36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25,660 | 4.07 | 532 | 1.92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 537,691 | 12.23 | 11 | 10.00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 130,652 | 567.58 | 2,711 | 554.83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 147,927 | 2.73 | 3,069 | 0.56 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 150 | 240.91 | 3 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 17,888 | 11.45 | 371 | 9.12 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 43,250 | 45.32 | 897 | 42.38 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 13,848 | 0.93 | 287 | -1.03 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15,627 | 6.22 | 324 | 4.18 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 883 | 18 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 77,600 | 59.22 | 2 | 0.00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13,760 | 18.71 | 286 | 16.33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2,097,756 | 362.83 | 44,472 | 494,033.33 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1,068,062 | 11.55 | 22,162 | 9.18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26,215 | 544 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 116,652 | 846.77 | 2,421 | 827.20 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14,862 | 308 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 205,029 | 10.70 | 4,254 | 8.35 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 30,532 | 4.75 | 634 | 2.59 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 34,104 | 16.60 | 708 | 14.03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1,594 | 13.53 | 33 | 13.79 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 14,332 | 297 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3,008 | 62 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13,221 | 274 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17,041 | 354 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 38 | 1 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 26,782 | 79.06 | 570 | 80.63 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 11,568 | 0.55 | 240 | -1.23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18,027 | 374 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 5,085 | 15.86 | 106 | 12.90 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 223 | 5 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 360,331 | 14.65 | 7,477 | 12.22 | ||||
| 2026-05-14 | 13F | Betterment LLC | 16,067 | 19.37 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 58,928 | 11.54 | 1,223 | 9.11 |
