Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 506.620 | 497.887 | 8.733 | 23.207.406 | Aufgestockt | +1,8% | |
| WELLS FARGO & COMPANY/MN | 391.875 | 341.328 | 50.547 | 17.850.744 | Aufgestockt | +14,8% | |
| LPL Financial LLC | 249.100 | 250.556 | -1.456 | 11.468.074 | Reduziert | -0,6% | |
| RAYMOND JAMES FINANCIAL INC | 220.211 | 212.741 | 7.470 | 10.031.031 | Aufgestockt | +3,5% | |
| Beta Wealth Group, Inc. | 194.720 | 200.556 | -5.836 | 8.869.888 | Reduziert | -2,9% | |
| 626 Financial, LLC | 140.372 | 164.705 | -24.333 | 6.394.194 | Reduziert | -14,8% | |
| Arax Advisory Partners | 135.116 | 130.988 | 4.128 | 6.154.792 | Aufgestockt | +3,2% | |
| Private Advisor Group, LLC | 121.082 | 121.988 | -906 | 5.515.545 | Reduziert | -0,7% | |
| Crusonia Wealth Advisors LLC | 93.716 | 102.147 | -8.431 | 5.022.415 | Reduziert | -8,3% | |
| JONES FINANCIAL COMPANIES LLLP | 95.316 | 93.916 | 1.400 | 4.228.117 | Aufgestockt | +1,5% | |
| NewEdge Advisors, LLC | 81.963 | 78.146 | 3.817 | 3.733.558 | Aufgestockt | +4,9% | |
| VestGen Advisors, LLC | 73.182 | 71.601 | 1.581 | 3.498.090 | Aufgestockt | +2,2% | |
| Cetera Investment Advisers | 74.175 | 69.995 | 4.180 | 3.378.832 | Aufgestockt | +6,0% | |
| Independent Advisor Alliance | 72.428 | 0 | 72.428 | 3.299.235 | Neu | +100,0% | |
| Archer Investment Corp | 69.100 | 68.337 | 763 | 3.147.641 | Aufgestockt | +1,1% | |
| CITADEL ADVISORS LLC | 47.400 | 33.487 | 13.913 | 2.606.970 | Aufgestockt | +41,5% | |
| ROYAL BANK OF CANADA | 52.484 | 48.886 | 3.598 | 2.391.000 | Aufgestockt | +7,4% | |
| HBW ADVISORY SERVICES LLC | 51.240 | 41.838 | 9.402 | 2.334.062 | Aufgestockt | +22,5% | |
| Cornerstone Planning Group LLC | 47.905 | 52.496 | -4.591 | 2.312.332 | Reduziert | -8,7% | |
| UBS Group AG | 50.421 | 57.883 | -7.462 | 2.299.470 | Reduziert | -12,9% | |
| STIFEL FINANCIAL CORP | 50.296 | 51.001 | -705 | 2.291.132 | Reduziert | -1,4% | |
| Quad-Cities Investment Group, LLC | 45.257 | 45.181 | 76 | 2.061.542 | Aufgestockt | +0,2% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41.798 | 36.381 | 5.417 | 1.903.982 | Aufgestockt | +14,9% | |
| Baird Financial Group, Inc. | 40.888 | 31.096 | 9.792 | 1.862.530 | Aufgestockt | +31,5% | |
| JANE STREET GROUP, LLC | 31.896 | 86.259 | -54.363 | 1.857.422 | Reduziert | -63,0% | |
| OSAIC HOLDINGS, INC. | 33.690 | 24.443 | 9.247 | 1.589.031 | Aufgestockt | +37,8% | |
| Integrated Wealth Concepts LLC | 28.394 | 14.920 | 13.474 | 1.293.420 | Aufgestockt | +90,3% | |
| CWM, LLC | 24.711 | 20.068 | 4.643 | 1.125.657 | Aufgestockt | +23,1% | |
| OPPENHEIMER & CO INC | 22.032 | 0 | 22.032 | 927.457 | Neu | +100,0% | |
| Trivium Point Advisory, LLC | 17.173 | 63.476 | -46.303 | 782.264 | Reduziert | -72,9% | |
| LeClair Wealth Partners LLC | 18.413 | 0 | 18.413 | 775.095 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 16.904 | 30.608 | -13.704 | 770.011 | Reduziert | -44,8% | |
| SFI Advisors, LLC | 16.084 | 19.855 | -3.771 | 732.658 | Reduziert | -19,0% | |
| CAPTRUST FINANCIAL ADVISORS | 15.712 | 15.648 | 64 | 715.699 | Aufgestockt | +0,4% | |
| ENVESTNET ASSET MANAGEMENT INC | 14.464 | 18.563 | -4.099 | 658.862 | Reduziert | -22,1% | |
| RVW Wealth, LLC | 13.604 | 13.596 | 8 | 619.693 | Aufgestockt | +0,1% | |
| MML INVESTORS SERVICES, LLC | 13.407 | 15.259 | -1.852 | 610.710 | Reduziert | -12,1% | |
| Steward Partners Investment Advisory, LLC | 12.559 | 3.859 | 8.700 | 572.088 | Aufgestockt | +225,4% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.746 | 12.712 | -966 | 535.050 | Reduziert | -7,6% | |
| Western Wealth Management, LLC | 11.042 | 11.184 | -142 | 502.995 | Reduziert | -1,3% | |
| BANK OF AMERICA CORP /DE/ | 10.092 | 0 | 10.092 | 424.823 | Neu | +100,0% | |
| Richmond Investment Services, LLC | 9.206 | 9.198 | 8 | 419.304 | Aufgestockt | +0,1% | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8.778 | 8.243 | 535 | 399.900 | Aufgestockt | +6,5% | |
| Farther Finance Advisors, LLC | 7.398 | 5.334 | 2.064 | 338.513 | Aufgestockt | +38,7% | |
| Equitable Holdings, Inc. | 7.125 | 6.900 | 225 | 299.933 | Aufgestockt | +3,3% | |
| Migdal Insurance & Financial Holdings Ltd. | 6.500 | 0 | 6.500 | 296.088 | Neu | +100,0% | |
| SUMMIT WEALTH GROUP LLC / CO | 5.387 | 0 | 5.387 | 245.389 | Neu | +100,0% | |
| PRINCIPAL SECURITIES, INC. | 5.339 | 5.489 | -150 | 243.214 | Reduziert | -2,7% | |
| PRIVATE TRUST CO NA | 5.318 | 5.197 | 121 | 242.246 | Aufgestockt | +2,3% | |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 5.052 | 4.894 | 158 | 230.129 | Aufgestockt | +3,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| MORGAN STANLEY | 506.620 | 497.887 | +1,8% | 23.207.406 | 15,23 |
| WELLS FARGO & COMPANY/MN | 391.875 | 341.328 | +14,8% | 17.850.744 | 11,72 |
| LPL Financial LLC | 249.100 | 250.556 | -0,6% | 11.468.074 | 7,53 |
| RAYMOND JAMES FINANCIAL INC | 220.211 | 212.741 | +3,5% | 10.031.031 | 6,58 |
| Beta Wealth Group, Inc. | 194.720 | 200.556 | -2,9% | 8.869.888 | 5,82 |
| 626 Financial, LLC | 140.372 | 164.705 | -14,8% | 6.394.194 | 4,20 |
| Arax Advisory Partners | 135.116 | 130.988 | +3,2% | 6.154.792 | 4,04 |
| Private Advisor Group, LLC | 121.082 | 121.988 | -0,7% | 5.515.545 | 3,62 |
| Crusonia Wealth Advisors LLC | 93.716 | 102.147 | -8,3% | 5.022.415 | 3,30 |
| JONES FINANCIAL COMPANIES LLLP | 95.316 | 93.916 | +1,5% | 4.228.117 | 2,78 |
| NewEdge Advisors, LLC | 81.963 | 78.146 | +4,9% | 3.733.558 | 2,45 |
| VestGen Advisors, LLC | 73.182 | 71.601 | +2,2% | 3.498.090 | 2,30 |
| Cetera Investment Advisers | 74.175 | 69.995 | +6,0% | 3.378.832 | 2,22 |
| Independent Advisor Alliance | 72.428 | 0 | +100,0% | 3.299.235 | 2,17 |
| Archer Investment Corp | 69.100 | 68.337 | +1,1% | 3.147.641 | 2,07 |
| CITADEL ADVISORS LLC | 47.400 | 33.487 | +41,5% | 2.606.970 | 1,71 |
| ROYAL BANK OF CANADA | 52.484 | 48.886 | +7,4% | 2.391.000 | 1,57 |
| HBW ADVISORY SERVICES LLC | 51.240 | 41.838 | +22,5% | 2.334.062 | 1,53 |
| Cornerstone Planning Group LLC | 47.905 | 52.496 | -8,7% | 2.312.332 | 1,52 |
| UBS Group AG | 50.421 | 57.883 | -12,9% | 2.299.470 | 1,51 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 69 | 3,4 | 156 |
| 31.12.2025 | ✓ | 69 | 3,9 | 160 |
| 30.09.2025 | ✓ | 64 | 4,5 | 191 |
| 30.06.2025 | ✓ | 62 | 4,3 | 171 |
| 31.03.2025 | ✓ | 67 | 4,9 | 178 |
| 31.12.2024 | ✓ | 69 | 6,7 | 247 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Crusonia Wealth Advisors LLC | 102.147 | 5.002.895 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 4.894 | 206.017 |
| Sankala Group LLC | 2.218 | 106.034 |
| Kestra Advisory Services, LLC | 1.624 | 68.359 |
| JPMORGAN CHASE & CO | 301 | 12.671 |
| AE Wealth Management LLC | 104 | 4.378 |
| Trust Co | 14 | 589 |
| Hilton Head Capital Partners, LLC | 6 | 253 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| VestGen Advisors, LLC | 71.601 | 28.091 | +64.6 % | 3.014.109 |
| FLOW TRADERS U.S. LLC | 79.841 | 24.906 | +45.3 % | 3.361 |
| Private Advisor Group, LLC | 121.988 | 10.472 | +9.4 % | 5.135.185 |
| NewEdge Advisors, LLC | 78.146 | 7.917 | +11.3 % | 3.289.630 |
| ROYAL BANK OF CANADA | 48.886 | 5.240 | +12.0 % | 2.058.000 |
| Farther Finance Advisors, LLC | 5.334 | 5.040 | +1714.3 % | 224.544 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.381 | 4.564 | +14.3 % | 1.531.491 |
| 626 Financial, LLC | 164.705 | 4.549 | +2.8 % | 6.933.399 |
| CITADEL ADVISORS LLC | 33.487 | 3.460 | +11.5 % | 1.679.439 |
| STIFEL FINANCIAL CORP | 51.001 | 2.448 | +5.0 % | 2.146.932 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | 30.608 | -138.981 | -82.0 % | 1.288.471 |
| LPL Financial LLC | 250.556 | -121.072 | -32.6 % | 10.650.464 |
| Integrated Wealth Concepts LLC | 14.920 | -104.527 | -87.5 % | 628.060 |
| UBS Group AG | 57.883 | -99.653 | -63.3 % | 2.436.643 |
| ENVESTNET ASSET MANAGEMENT INC | 18.563 | -66.277 | -78.1 % | 781.422 |
| Cambridge Investment Research Advisors, Inc. | 19.980 | -48.459 | -70.8 % | 841 |
| OSAIC HOLDINGS, INC. | 24.443 | -32.569 | -57.1 % | 1.073.560 |
| MORGAN STANLEY | 497.887 | -31.800 | -6.0 % | 21.064.776 |
| Cornerstone Planning Group LLC | 52.496 | -22.359 | -29.9 % | 2.424.135 |
| JANE STREET GROUP, LLC | 86.259 | -19.047 | -18.1 % | 3.989.086 |
Stammdaten
Unternehmen & Branche
| Name | FIRST TRUST ADVISORS LP |
|---|---|
| Ticker | |
| CIK | 0001125816 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »