Stammdaten
Unternehmen & Branche
| Name | FIRST TRUST EXCHANGE-TRADED FUND |
|---|---|
| Ticker | – |
| CIK | 0001329377 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Geschäftsadresse | 120 EAST LIBERTY DRIVE, SUITE 400, 60187 WHEATON, IL |
|---|---|
| Telefon | 630-765-8000 |
| EIN (IRS) | 00-0000000 |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 18.230.975 | 0 | 18.230.975 | 1.368.298.332 | Neu | +100,0% | |
| MORGAN STANLEY | 4.447.282 | 0 | 4.447.282 | 594.763.406 | Neu | +100,0% | |
| LPL Financial LLC | 4.104.359 | 0 | 4.104.359 | 478.341.506 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 1.951.824 | 0 | 1.951.824 | 419.917.518 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 2.657.977 | 0 | 2.657.977 | 404.078.860 | Neu | +100,0% | |
| CITIGROUP INC | 1.221.007 | 0 | 1.221.007 | 284.409.455 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 1.826.280 | 0 | 1.826.280 | 248.091.160 | Neu | +100,0% | |
| UBS Group AG | 1.111.421 | 0 | 1.111.421 | 200.180.156 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 866.607 | 0 | 866.607 | 152.340.000 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 746.625 | 0 | 746.625 | 113.481.474 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 417.624 | 0 | 417.624 | 97.500.090 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 415.583 | 0 | 415.583 | 89.757.616 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 321.278 | 373.580 | -52.302 | 82.268.412 | Reduziert | -14,0% | |
| OSAIC HOLDINGS, INC. | 546.562 | 0 | 546.562 | 79.626.918 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 490.888 | 0 | 490.888 | 66.117.436 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 276.120 | 0 | 276.120 | 60.942.874 | Neu | +100,0% | |
| Cetera Investment Advisers | 454.905 | 0 | 454.905 | 60.437.839 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 478.060 | 0 | 478.060 | 56.337.288 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 305.615 | 0 | 305.615 | 54.933.511 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 514.838 | 559.868 | -45.030 | 53.423.652 | Reduziert | -8,0% | |
| WCG Wealth Advisors LLC | 552.869 | 0 | 552.869 | 49.437.305 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 570.753 | 0 | 570.753 | 48.163.641 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 389.609 | 0 | 389.609 | 45.612.791 | Neu | +100,0% | |
| Nilsine Partners, LLC | 159.709 | 498.452 | -338.743 | 44.885.340 | Reduziert | -68,0% | |
| Baird Financial Group, Inc. | 291.984 | 0 | 291.984 | 42.744.260 | Neu | +100,0% | |
| EARNED WEALTH ADVISORS, LLC | 277.488 | 0 | 277.488 | 39.992.414 | Neu | +100,0% | |
| Corient Private Wealth LLC | 188.310 | 0 | 188.310 | 38.905.528 | Neu | +100,0% | |
| ASSETMARK, INC | 237.489 | 0 | 237.489 | 38.798.563 | Neu | +100,0% | |
| &PARTNERS | 498.013 | 0 | 498.013 | 38.017.731 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 209.390 | 320.154 | -110.764 | 36.692.312 | Reduziert | -34,6% | |
| MML INVESTORS SERVICES, LLC | 520.393 | 0 | 520.393 | 33.399.398 | Neu | +100,0% | |
| NewSquare Capital LLC | 301.152 | 214.645 | 86.507 | 33.181.971 | Aufgestockt | +40,3% | |
| Advisory Services Network, LLC | 427.311 | 0 | 427.311 | 32.346.232 | Neu | +100,0% | |
| Vestmark Advisory Solutions, Inc. | 611.128 | 0 | 611.128 | 32.328.393 | Neu | +100,0% | |
| HighTower Advisors, LLC | 141.357 | 0 | 141.357 | 30.457.941 | Neu | +100,0% | |
| Southland Equity Partners LLC | 91.979 | 91.828 | 151 | 28.586.003 | Aufgestockt | +0,2% | |
| Private Advisor Group, LLC | 161.019 | 152.475 | 8.544 | 28.533.955 | Aufgestockt | +5,6% | |
| Allworth Financial LP | 141.664 | 0 | 141.664 | 28.506.466 | Neu | +100,0% | |
| RVW Wealth, LLC | 83.527 | 83.826 | -299 | 27.955.652 | Reduziert | -0,4% | |
| D.A. DAVIDSON & CO. | 294.992 | 326.733 | -31.741 | 27.925.338 | Reduziert | -9,7% | |
| MEITAV INVESTMENT HOUSE LTD | 73.841 | 4.504 | 69.337 | 24.422.847 | Aufgestockt | +1539,5% | |
| Fisher Asset Management, LLC | 103.182 | 0 | 103.182 | 24.147.683 | Neu | +100,0% | |
| Summit Financial, LLC | 237.021 | 0 | 237.021 | 23.470.860 | Neu | +100,0% | |
| DAYMARK WEALTH PARTNERS, LLC | 219.425 | 0 | 219.425 | 22.229.035 | Neu | +100,0% | |
| Proactive Wealth Strategies LLC | 284.367 | 0 | 284.367 | 22.011.696 | Neu | +100,0% | |
| Berger Financial Group, Inc | 104.402 | 0 | 104.402 | 20.966.008 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 106.761 | 0 | 106.761 | 20.283.062 | Neu | +100,0% | |
| EP Wealth Advisors, LLC | 91.510 | 0 | 91.510 | 20.003.952 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 107.814 | 0 | 107.814 | 19.971.445 | Neu | +100,0% | |
| Warner Group LLC | 74.248 | 35.355 | 38.893 | 19.654.230 | Aufgestockt | +110,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 321.278 | 373.580 | -14,0% | 82.268.412 | 8,74 | 1 % | 17 Q |
| Kestra Advisory Services, LLC | 514.838 | 559.868 | -8,0% | 53.423.652 | 5,68 | – | 17 Q |
| Nilsine Partners, LLC | 159.709 | 498.452 | -68,0% | 44.885.340 | 4,77 | 100 % | 14 Q |
| BENJAMIN EDWARDS INC | 209.390 | 320.154 | -34,6% | 36.692.312 | 3,90 | 100 % | 17 Q |
| NewSquare Capital LLC | 301.152 | 214.645 | +40,3% | 33.181.971 | 3,53 | 0 % | 16 Q |
| Southland Equity Partners LLC | 91.979 | 91.828 | +0,2% | 28.586.003 | 3,04 | 100 % | 17 Q |
| Private Advisor Group, LLC | 161.019 | 152.475 | +5,6% | 28.533.955 | 3,03 | 0 % | 17 Q |
| RVW Wealth, LLC | 83.527 | 83.826 | -0,4% | 27.955.652 | 2,97 | – | 17 Q |
| D.A. DAVIDSON & CO. | 294.992 | 326.733 | -9,7% | 27.925.338 | 2,97 | 100 % | 17 Q |
| MEITAV INVESTMENT HOUSE LTD | 73.841 | 4.504 | +1539,5% | 24.422.847 | 2,60 | – | 17 Q |
| Warner Group LLC | 74.248 | 35.355 | +110,0% | 19.654.230 | 2,09 | 8 % | 4 Q |
| Concurrent Investment Advisors, LLC | 55.916 | 27.011 | +107,0% | 17.807.491 | 1,89 | 100 % | 11 Q |
| Sequoia Financial Advisors, LLC | 64.336 | 66.574 | -3,4% | 17.003.722 | 1,81 | 0 % | 15 Q |
| ARKANSAS FINANCIAL GROUP, INC. | 162.503 | 164.639 | -1,3% | 15.130.638 | 1,61 | 0 % | 15 Q |
| IFP Advisors, Inc | 136.210 | 86.032 | +58,3% | 14.412.615 | 1,53 | 100 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 90.033 | 116.649 | -22,8% | 13.643.568 | 1,45 | 1 % | 12 Q |
| Mainsail Financial Group, LLC | 39.528 | 36.396 | +8,6% | 13.229.522 | 1,41 | 100 % | 15 Q |
| Syntegra Private Wealth Group, LLC | 37.388 | 37.900 | -1,4% | 12.418.581 | 1,32 | 0 % | 15 Q |
| TD Waterhouse Canada Inc. | 47.667 | 41.430 | +15,1% | 11.883.701 | 1,26 | 100 % | 10 Q |
| VAQUERO PRIVATE WEALTH, LTD | 39.052 | 0 | +100,0% | 11.565.001 | 1,23 | 0 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 346 | 5,7 | 943 |
| 31.03.2026 | ✓ | 790 | 66,6 | 7.611 |
| 31.12.2025 | ✓ | 814 | 67,4 | 8.245 |
| 30.09.2025 | ✓ | 762 | 50,7 | 8.823 |
| 30.06.2025 | ✓ | 766 | 62,1 | 7.568 |
| 31.03.2025 | ✓ | 735 | 45,0 | 6.869 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| EARNED WEALTH ADVISORS, LLC | 277.488 | 39.992.414 |
| Independent Advisor Alliance | 253.515 | 19.396.806 |
| TORONTO DOMINION BANK | 68.403 | 14.780.037 |
| Nan Shan Life Insurance Co., Ltd. | 44.000 | 10.297.320 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 28.000 | 5.905.372 |
| Independent Wealth Network Inc. | 15.451 | 3.337.166 |
| MILLENNIUM MANAGEMENT LLC | 8.751 | 2.047.997 |
| CIBC Bancorp USA Inc. | 6.629 | 1.431.732 |
| Vanguard National Trust Co | 5.662 | 1.303.126 |
| Dorsey Wright & Associates | 5.417 | 1.208.366 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| CITIGROUP INC | 1.221.007 | 1.136.745 | +1349.1 % | 284.409.455 |
| MORGAN STANLEY | 4.447.282 | 1.098.895 | +32.8 % | 594.763.406 |
| Harel Insurance Investments & Financial Services Ltd. | 3.953.000 | 1.096.000 | +38.4 % | 176.739 |
| WELLS FARGO & COMPANY/MN | 2.657.977 | 808.277 | +43.7 % | 404.078.860 |
| LPL Financial LLC | 4.104.359 | 424.168 | +11.5 % | 478.341.506 |
| BNP PARIBAS FINANCIAL MARKETS | 417.624 | 403.232 | +2801.8 % | 97.500.090 |
| Kestra Advisory Services, LLC | 559.868 | 350.311 | +167.2 % | 48.398.812 |
| Vestmark Advisory Solutions, Inc. | 611.128 | 307.238 | +101.1 % | 32.328.393 |
| MARSHALL WACE, LLP | 415.583 | 199.236 | +92.1 % | 89.757.616 |
| ENVESTNET ASSET MANAGEMENT INC | 746.625 | 171.921 | +29.9 % | 113.481.474 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 18.230.975 | -3.173.827 | -14.8 % | 1.368.298.332 |
| TWO SIGMA INVESTMENTS, LP | 107.814 | -246.546 | -69.6 % | 19.971.445 |
| BANK OF AMERICA CORP /DE/ | 1.951.824 | -194.422 | -9.1 % | 419.917.518 |
| NewEdge Advisors, LLC | 570.753 | -176.123 | -23.6 % | 48.163.641 |
| Nilsine Partners, LLC | 498.452 | -116.617 | -19.0 % | 38.171.125 |
| Advisory Services Network, LLC | 427.311 | -91.790 | -17.7 % | 32.346.232 |
| HighTower Advisors, LLC | 141.357 | -73.543 | -34.2 % | 30.457.941 |
| Qube Research & Technologies Ltd | 2.461 | -63.551 | -96.3 % | 494.218 |
| Kraft, Davis & Associates, LLC | 16.601 | -57.073 | -77.5 % | 4.028.444 |
| 360 Financial, Inc. | 78.213 | -49.062 | -38.5 % | 15.706.735 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 17.07.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 29,93 % | 3.397.343 | +13,54 pp | |
| 10.07.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 0,40 % | 7.075 | -4,70 pp | |
| 07.07.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G) | 16,39 % | 2.441.445 | +13,94 pp | |
| 05.06.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 2,45 % | 414.426 | -28,76 pp | |
| 22.04.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 31,21 % | 3.526.306 | -15,50 pp | |
| 20.04.2026 | TRUIST FINANCIAL CORP | Passiv (13G) | 5,10 % | 93.513 | +0,10 pp | |
| 07.04.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 46,71 % | 15.040.490 | +46,54 pp | |
| 06.03.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 0,17 % | 38.650 | -52,10 pp | |
| 06.02.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 52,27 % | 15.656.003 | +19,96 pp | |
| 06.02.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G) | 32,31 % | 3.651.216 | -29,90 pp | |
| 06.02.2026 | Baird Financial Group, Inc. (+2) | Passiv (13G/A) | 5,10 % | 137.607 | Neu | |
| 20.01.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 5,00 % | 903.290 | -1,30 pp | |
| 07.01.2026 | First Trust Portfolios L.P. (+2) | Passiv (13G) | 62,21 % | 18.726.152 | -3,40 pp | |
| 03.11.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G) | 6,70 % | 194.909 | -5,40 pp | |
| 10.10.2025 | TRUIST FINANCIAL CORP | Passiv (13G) | 6,30 % | 886.905 | Neu | |
| 06.10.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G) | 12,10 % | 12.129 | Neu | |
| 28.07.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 65,61 % | 7.413.411 | +65,57 pp | |
| 07.05.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 0,04 % | 5.116 | -67,92 pp | |
| 07.05.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G) | 67,96 % | 7.509.961 | +56,50 pp | |
| 16.04.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 11,46 % | 3.226.807 | Neu | |
| 11.02.2025 | BAIRD ROBERT W & CO INC /WI/ (+2) | Passiv (13G/A) | 5,10 % | 133.694 | Neu | |
| 06.02.2025 | Arax Advisory Partners | Passiv (13G) | 13,40 % | 609.775 | Neu | |
| 12.07.2024 | The Charger Corporation: 36-3772451 | Passiv (13G/A) | 13,12 % | 3.857.481 | -7,90 pp | |
| 12.02.2024 | Robert W. Baird & Co. Incorporated (+2) | Passiv (13G/A) | 6,10 % | 172.113 | -0,80 pp | |
| 23.01.2024 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | Passiv (13G/A) | 0,70 % | 11.361 | -27,30 pp | |
| 19.01.2024 | The Charger Corporation: 36-3772451 | Passiv (13G/A) | 21,02 % | 4.182.638 | +9,17 pp | |
| 17.01.2024 | The Charger Corporation: 36-3772451 | Passiv (13G/A) | 11,85 % | 3.787.092 | -12,41 pp | |
| 14.11.2023 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | Passiv (13G) | 28,00 % | 511.854 | Neu | |
| 10.10.2023 | The Charger Corporation: 36-3772451 | Passiv (13G) | 24,26 % | 4.706.857 | +11,39 pp | |
| 10.07.2023 | The Charger Corporation: 36-3772451 | Passiv (13G) | 12,87 % | 4.239.669 | Neu | |
| 09.02.2023 | Robert W. Baird & Co. Incorporated | Passiv (13G/A) | 6,90 % | 180.302 | Neu | |
| 17.03.2022 | Truist Financial Corporation as Parent Holding Company for | Passiv (13G) | 7,80 % | 339.011 | Neu |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 29.08.2025 | HV-Einladung | 14.10.2025 a.o. HV | — | DEF 14A | SEC » |
| 22.07.2025 | Vorläufig | — | — | PRE 14A | SEC » |
| 11.07.2025 | HV-Einladung | 12.08.2025 a.o. HV | 09.06.2025 | DEF 14A | SEC » |
| 13.05.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).