Stammdaten
Unternehmen & Branche
| Name | FIRST TRUST ADVISORS LP |
|---|---|
| Ticker | |
| CIK | 0001125816 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5,417,043 | 0 | 5,417,043 | 256,790,732 | Neu | +100,0% | |
| LPL Financial LLC | 3,579,053 | 0 | 3,579,053 | 174,003,518 | Neu | +100,0% | |
| UBS Group AG | 1,614,012 | 1,142,720 | 471,292 | 91,713,764 | Aufgestockt | +41,2% | |
| WELLS FARGO & COMPANY/MN | 2,102,062 | 0 | 2,102,062 | 88,617,430 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 1,117,622 | 0 | 1,117,622 | 71,755,574 | Neu | +100,0% | |
| Cetera Investment Advisers | 1,123,120 | 0 | 1,123,120 | 60,237,443 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 1,106,747 | 0 | 1,106,747 | 50,615,616 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 1,263,048 | 0 | 1,263,048 | 46,690,000 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 1,181,083 | 0 | 1,181,083 | 35,817,834 | Neu | +100,0% | |
| ASSETMARK, INC | 582,941 | 0 | 582,941 | 30,430,649 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 352,085 | 0 | 352,085 | 20,811,616 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 352,569 | 0 | 352,569 | 20,247,752 | Neu | +100,0% | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 617,179 | 605,433 | 11,746 | 18,486,807 | Aufgestockt | +1,9% | |
| STIFEL FINANCIAL CORP | 309,446 | 0 | 309,446 | 18,081,345 | Neu | +100,0% | |
| SMI Advisory Services, LLC | 203,985 | 165,015 | 38,970 | 17,950,679 | Aufgestockt | +23,6% | |
| Vontobel Holding Ltd. | 263,647 | 0 | 263,647 | 17,099,651 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 321,275 | 365,876 | -44,601 | 16,611,013 | Reduziert | -12,2% | |
| JANE STREET GROUP, LLC | 256,774 | 0 | 256,774 | 14,680,349 | Neu | +100,0% | |
| Crumly & Associates Inc. | 282,009 | 190,433 | 91,576 | 14,522,485 | Aufgestockt | +48,1% | |
| Private Advisor Group, LLC | 413,005 | 0 | 413,005 | 13,815,091 | Neu | +100,0% | |
| Sanctuary Advisors, LLC | 410,051 | 446,075 | -36,024 | 13,518,724 | Reduziert | -8,1% | |
| TCP Asset Management, LLC | 440,485 | 0 | 440,485 | 13,194,156 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 252,197 | 0 | 252,197 | 12,295,566 | Neu | +100,0% | |
| StoneX Group Inc. | 209,179 | 0 | 209,179 | 10,868,928 | Neu | +100,0% | |
| IFP Advisors, Inc | 212,607 | 143,221 | 69,386 | 10,628,583 | Aufgestockt | +48,4% | |
| Prospera Financial Services Inc | 211,015 | 191,062 | 19,953 | 10,419,442 | Aufgestockt | +10,4% | |
| Kingsview Wealth Management, LLC | 185,397 | 0 | 185,397 | 9,552,487 | Neu | +100,0% | |
| Mainsail Financial Group, LLC | 123,431 | 124,667 | -1,236 | 9,363,064 | Reduziert | -1,0% | |
| OLD MISSION CAPITAL LLC | 172,352 | 0 | 172,352 | 8,871,414 | Neu | +100,0% | |
| Beta Wealth Group, Inc. | 194,720 | 200,556 | -5,836 | 8,869,888 | Reduziert | -2,9% | |
| Kestra Advisory Services, LLC | 163,574 | 0 | 163,574 | 8,667,291 | Neu | +100,0% | |
| Atria Investments, Inc | 184,990 | 0 | 184,990 | 8,666,961 | Neu | +100,0% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 313,808 | 0 | 313,808 | 8,582,649 | Neu | +100,0% | |
| GREENUP STREET WEALTH MANAGEMENT LLC | 184,036 | 49,449 | 134,587 | 8,201,379 | Aufgestockt | +272,2% | |
| AE Wealth Management LLC | 140,759 | 0 | 140,759 | 7,297,021 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 141,756 | 0 | 141,756 | 7,060,844 | Neu | +100,0% | |
| Gateway Wealth Partners, LLC | 132,598 | 0 | 132,598 | 6,865,052 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 91,347 | 40,000 | 51,347 | 6,824,771 | Aufgestockt | +128,4% | |
| 626 Financial, LLC | 140,372 | 164,705 | -24,333 | 6,394,194 | Reduziert | -14,8% | |
| Steward Partners Investment Advisory, LLC | 130,627 | 0 | 130,627 | 6,171,628 | Neu | +100,0% | |
| MML INVESTORS SERVICES, LLC | 113,809 | 0 | 113,809 | 6,079,372 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 137,264 | 0 | 137,264 | 5,841,233 | Neu | +100,0% | |
| HBW ADVISORY SERVICES LLC | 111,547 | 100,416 | 11,131 | 5,765,640 | Aufgestockt | +11,1% | |
| COTTONWOOD CAPITAL ADVISORS, LLC | 104,396 | 103,027 | 1,369 | 5,596,845 | Aufgestockt | +1,3% | |
| Arax Advisory Partners | 132,112 | 0 | 132,112 | 5,584,669 | Neu | +100,0% | |
| Geneos Wealth Management Inc. | 93,882 | 0 | 93,882 | 5,400,527 | Neu | +100,0% | |
| Arlington Capital Management, Inc. | 84,859 | 0 | 84,859 | 5,291,909 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 127,053 | 146,214 | -19,161 | 5,242,493 | Reduziert | -13,1% | |
| Holistic Financial Partners | 69,247 | 67,471 | 1,776 | 5,027,303 | Aufgestockt | +2,6% | |
| OneAscent Financial Services LLC | 95,390 | 95,731 | -341 | 4,815,655 | Reduziert | -0,4% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| UBS Group AG | 1,614,012 | 91,713,764 | 26.19 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 617,179 | 18,486,807 | 5.28 |
| SMI Advisory Services, LLC | 203,985 | 17,950,679 | 5.13 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 321,275 | 16,611,013 | 4.74 |
| Crumly & Associates Inc. | 282,009 | 14,522,485 | 4.15 |
| Sanctuary Advisors, LLC | 410,051 | 13,518,724 | 3.86 |
| TCP Asset Management, LLC | 440,485 | 13,194,156 | 3.77 |
| IFP Advisors, Inc | 212,607 | 10,628,583 | 3.03 |
| Prospera Financial Services Inc | 211,015 | 10,419,442 | 2.98 |
| Mainsail Financial Group, LLC | 123,431 | 9,363,064 | 2.67 |
| Beta Wealth Group, Inc. | 194,720 | 8,869,888 | 2.53 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 184,036 | 8,201,379 | 2.34 |
| Steward Partners Investment Advisory, LLC | 143,207 | 7,108,164 | 2.03 |
| TRUIST FINANCIAL CORP | 91,347 | 6,824,771 | 1.95 |
| 626 Financial, LLC | 140,372 | 6,394,194 | 1.83 |
| HBW ADVISORY SERVICES LLC | 111,547 | 5,765,640 | 1.65 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 104,396 | 5,596,845 | 1.60 |
| Farther Finance Advisors, LLC | 127,053 | 5,242,493 | 1.50 |
| Holistic Financial Partners | 69,247 | 5,027,303 | 1.44 |
| OneAscent Financial Services LLC | 95,390 | 4,815,655 | 1.38 |