Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund termasuk Oxford Wealth Group, LLC, Compass Financial Services Inc, Hobart Private Capital, LLC, Bellevue Asset Management, Llc, Split Rock Private Trading & Wealth Management, LLC, TCFG Investment Advisors, LLC, Mercer Global Advisors Inc /adv, Legacy Wealth Managment, LLC/ID, Visionary Wealth Advisors, Atomi Financial Group, Inc., Cyndeo Wealth Partners, LLC, Integrity Alliance, Llc., Macroview Investment Management Llc, Lee Johnson Capital Management, Llc, Smith, Moore & Co., Centerpoint Advisory Group, Keystone Financial Group, Summit Financial, LLC, Rossmore Private Capital, dan Larson Financial Group LLC .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.192 | 22,96 | 339 | 29,50 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 87.501 | 16,26 | 2.649 | 16,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19.718 | 4,61 | 597 | 10,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 117.122 | 4,02 | 3.740 | 9,71 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 6.018 | 813,20 | 192 | 910,53 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 105.273 | 1,78 | 3.361 | 7,38 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.599 | 4,37 | 51 | 10,87 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 153 | 5 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20.274 | 0,09 | 647 | 5,55 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 45.842 | 1.464 | ||||||
| 2026-04-10 | 13F | Novem Group | 9.674 | 8,94 | 309 | 14,93 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 546.216 | 3,52 | 17.441 | 9,20 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 227.811 | 10,50 | 7.274 | 16,57 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.200 | 4,11 | 453 | 9,95 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 12.475 | 398 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 6.422 | 205 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 7.411 | 2,18 | 237 | 7,76 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 12.771 | 26,67 | 408 | 37,04 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6.448 | 206 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87.408 | 7,20 | 2.791 | 13,05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 6.449 | 206 | ||||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 7.080 | 226 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 17.952 | 23,36 | 573 | 30,23 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 24.685 | 12,97 | 791 | 17,71 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 43.014 | 1.373 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 85.816 | 2.740 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.336 | 522 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 726 | 359,49 | 23 | 475,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 616 | 20 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.756 | 28,75 | 689 | 35,43 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 6.508 | 208 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 18.578 | 2,31 | 593 | 8,01 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 66.723 | 14,89 | 2.130 | 21,16 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 24.084 | 769 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 32.318 | 18,80 | 1.032 | 25,27 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8.033 | 5,43 | 256 | 11,30 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.603 | 243 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 15.600 | 498 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 59.048 | 21,80 | 1.885 | 28,49 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.383 | 0,73 | 42 | 5,13 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 4.944 | 0,28 | 158 | 5,37 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 34.085 | 1.088 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 97.466 | 3.112 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 7.179 | 0,04 | 229 | 5,53 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.085.492 | 52,43 | 162.380 | 60,79 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.422.721 | 28,13 | 109.287 | 35,15 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 499.243 | 23,11 | 15.941 | 29,87 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 198.026 | 147,83 | 6.323 | 161,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 63.879 | 22,45 | 2.040 | 29,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 113.473 | 0,38 | 3.623 | 5,90 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 6.516 | 208 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 37.874 | 3,44 | 1.209 | 9,12 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 380.543 | 27,46 | 12.151 | 34,45 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 6.788 | 601,96 | 217 | 644,83 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 221.062 | 15,61 | 7.059 | 21,94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.905 | 871,94 | 60 | 1.080,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 413.257 | 16,25 | 13.195 | 22,63 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 21.970 | 100,02 | 701 | 111,14 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11.334 | 30,85 | 362 | 37,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 27.066 | 6,36 | 864 | 12,21 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.147.241 | 68,35 | 36.631 | 77,59 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 48.254 | 14,43 | 1.541 | 20,69 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7.371 | 0,96 | 235 | 6,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 22.745 | 4,19 | 726 | 10,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 40.766 | 1.302 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9.768 | 17,60 | 313 | 24,30 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 85.457 | 2.729 | ||||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 130.969 | 4.182 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 86.237 | 12,93 | 2.754 | 19,13 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 20.092 | 86,64 | 642 | 97,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 54.453 | 30,55 | 1.739 | 37,72 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 14.924 | 18,08 | 477 | 24,61 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 21.509 | 21,70 | 687 | 35,04 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 15.607 | 73,41 | 498 | 83,09 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3.947 | 30,18 | 126 | 38,46 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19.881 | 635 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 124.108 | 30,57 | 3.963 | 37,71 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 90.480 | 2.889 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 521.486 | 0,23 | 17 | 6,67 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 57.099 | 68,52 | 1.823 | 77,85 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 100.398 | 6,84 | 3.206 | 12,69 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 42 | 1 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19.502 | 623 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.013.617 | 26,94 | 32.365 | 33,90 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 16.270 | 1,31 | 520 | 6,79 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16.094 | 1 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 3.200 | 102 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 122.248 | 4,97 | 3.903 | 10,72 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 12.471 | 398 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6.722 | 215 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 143.458 | 43,64 | 4.581 | 51,51 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10.769 | 344 | ||||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 133.088 | 4,76 | 4.250 | 10,51 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.806 | 58 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.497.162 | 34,75 | 47.804 | 42,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 115.153 | 12,65 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 15.827 | 7,86 | 505 | 13,74 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 576 | 18 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 56.293 | 360,29 | 1.797 | 385,68 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 285.052 | 551,55 | 9.102 | 587,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 77.892 | 29,92 | 2.487 | 37,10 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 714 | 0,99 | 23 | 4,76 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26.829 | 15,74 | 857 | 22,11 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 20.258 | 13,86 | 647 | 20,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 231.831 | 45,87 | 7.217 | 50,02 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 29.238 | 934 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11.704 | 20,15 | 374 | 26,87 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 23.706 | 4,87 | 757 | 10,53 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 32.377 | 6,88 | 1.034 | 12,77 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 16 | 0 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 60 | 2 | ||||||
| 2026-05-11 | 13F | Collier Financial | 33.307 | 12,78 | 1.063 | 19,04 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23.811 | 6,71 | 760 | 12,59 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 30.062 | 960 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 50.068 | 35,80 | 1.516 | 43,06 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.405 | 0,33 | 77 | 5,56 |
