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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
90.1
85 neu, 185 erhöht, 153,5M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | FIRST TRUST ADVISORS LP |
|---|---|
| Ticker | |
| CIK | 0001125816 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-24 14:01:59.328205 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5,417,043 | 5,374,871 | 42,172 | 256,790,732 | Aufgestockt | +0,8% | |
| LPL Financial LLC | 3,579,053 | 3,437,498 | 141,555 | 174,003,518 | Aufgestockt | +4,1% | |
| WELLS FARGO & COMPANY/MN | 2,102,062 | 2,151,227 | -49,165 | 88,617,430 | Reduziert | -2,3% | |
| OSAIC HOLDINGS, INC. | 1,117,622 | 1,147,461 | -29,839 | 71,755,574 | Reduziert | -2,6% | |
| Cetera Investment Advisers | 1,123,120 | 0 | 1,123,120 | 60,237,443 | Neu | +100,0% | |
| UBS Group AG | 1,142,720 | 1,216,655 | -73,935 | 52,177,496 | Reduziert | -6,1% | |
| RAYMOND JAMES FINANCIAL INC | 1,106,747 | 1,029,023 | 77,724 | 50,615,616 | Aufgestockt | +7,6% | |
| BANK OF AMERICA CORP /DE/ | 1,181,083 | 1,162,396 | 18,687 | 35,817,834 | Aufgestockt | +1,6% | |
| ASSETMARK, INC | 582,941 | 572,481 | 10,460 | 30,430,649 | Aufgestockt | +1,8% | |
| BENJAMIN EDWARDS INC | 352,085 | 289,874 | 62,211 | 20,811,616 | Aufgestockt | +21,5% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 352,569 | 294,264 | 58,305 | 20,247,752 | Aufgestockt | +19,8% | |
| STIFEL FINANCIAL CORP | 309,446 | 295,664 | 13,782 | 18,081,345 | Aufgestockt | +4,7% | |
| Vontobel Holding Ltd. | 263,647 | 263,569 | 78 | 17,099,651 | Aufgestockt | 0,0% | |
| JANE STREET GROUP, LLC | 256,774 | 331,626 | -74,852 | 14,680,349 | Reduziert | -22,6% | |
| SMI Advisory Services, LLC | 165,015 | 0 | 165,015 | 13,842,338 | Neu | +100,0% | |
| Private Advisor Group, LLC | 413,005 | 304,827 | 108,178 | 13,815,091 | Aufgestockt | +35,5% | |
| Crumly & Associates Inc. | 190,433 | 184,439 | 5,994 | 11,106,233 | Aufgestockt | +3,2% | |
| StoneX Group Inc. | 209,179 | 165,799 | 43,380 | 10,868,928 | Aufgestockt | +26,2% | |
| Prospera Financial Services Inc | 191,062 | 183,744 | 7,318 | 9,943,404 | Aufgestockt | +4,0% | |
| Kingsview Wealth Management, LLC | 185,397 | 268,817 | -83,420 | 9,552,487 | Reduziert | -31,0% | |
| OLD MISSION CAPITAL LLC | 172,352 | 328,538 | -156,186 | 8,871,414 | Reduziert | -47,5% | |
| Mainsail Financial Group, LLC | 124,667 | 123,863 | 804 | 8,782,684 | Aufgestockt | +0,6% | |
| Kestra Advisory Services, LLC | 163,574 | 315,947 | -152,373 | 8,667,291 | Reduziert | -48,2% | |
| Atria Investments, Inc | 184,990 | 197,821 | -12,831 | 8,666,961 | Reduziert | -6,5% | |
| Beta Wealth Group, Inc. | 200,556 | 201,734 | -1,178 | 8,442,590 | Reduziert | -0,6% | |
| IFP Advisors, Inc | 143,221 | 147,781 | -4,560 | 8,059,477 | Reduziert | -3,1% | |
| AE Wealth Management LLC | 140,759 | 151,977 | -11,218 | 7,297,021 | Reduziert | -7,4% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 141,756 | 164,731 | -22,975 | 7,060,844 | Reduziert | -13,9% | |
| Gateway Wealth Partners, LLC | 132,598 | 116,967 | 15,631 | 6,865,052 | Aufgestockt | +13,4% | |
| Steward Partners Investment Advisory, LLC | 130,627 | 129,513 | 1,114 | 6,171,628 | Aufgestockt | +0,9% | |
| Farther Finance Advisors, LLC | 146,214 | 150,471 | -4,257 | 6,152,469 | Reduziert | -2,8% | |
| MML INVESTORS SERVICES, LLC | 113,809 | 104,531 | 9,278 | 6,079,372 | Aufgestockt | +8,9% | |
| Arax Advisory Partners | 132,112 | 129,264 | 2,848 | 5,584,669 | Aufgestockt | +2,2% | |
| COTTONWOOD CAPITAL ADVISORS, LLC | 103,027 | 102,104 | 923 | 5,562,664 | Aufgestockt | +0,9% | |
| Geneos Wealth Management Inc. | 93,882 | 136,997 | -43,115 | 5,400,527 | Reduziert | -31,5% | |
| Arlington Capital Management, Inc. | 84,859 | 51,741 | 33,118 | 5,291,909 | Aufgestockt | +64,0% | |
| OneAscent Financial Services LLC | 95,731 | 99,979 | -4,248 | 4,951,467 | Reduziert | -4,2% | |
| HBW ADVISORY SERVICES LLC | 100,416 | 58,435 | 41,981 | 4,852,426 | Aufgestockt | +71,8% | |
| HARBOUR INVESTMENTS, INC. | 84,249 | 84,811 | -562 | 4,641,280 | Reduziert | -0,7% | |
| TPG Financial Advisors, LLC | 57,801 | 58,509 | -708 | 4,592,087 | Reduziert | -1,2% | |
| Holistic Financial Partners | 67,471 | 66,980 | 491 | 4,532,396 | Aufgestockt | +0,7% | |
| Warner Group LLC | 69,108 | 77,703 | -8,595 | 4,243,116 | Reduziert | -11,1% | |
| VestGen Advisors, LLC | 115,339 | 43,510 | 71,829 | 4,210,343 | Aufgestockt | +165,1% | |
| Equitable Holdings, Inc. | 94,850 | 85,185 | 9,665 | 4,141,664 | Aufgestockt | +11,3% | |
| GREENUP STREET WEALTH MANAGEMENT LLC | 49,449 | 50,513 | -1,064 | 3,928,550 | Reduziert | -2,1% | |
| D.A. DAVIDSON & CO. | 69,462 | 66,734 | 2,728 | 3,435,769 | Aufgestockt | +4,1% | |
| Transamerica Financial Advisors, LLC | 58,991 | 59,496 | -505 | 3,367,241 | Reduziert | -0,8% | |
| Redhawk Wealth Advisors, Inc. | 44,583 | 0 | 44,583 | 3,360,212 | Neu | +100,0% | |
| IAMS WEALTH MANAGEMENT, LLC | 62,144 | 69,590 | -7,446 | 3,232,567 | Reduziert | -10,7% | |
| TRUIST FINANCIAL CORP | 40,000 | 36,527 | 3,473 | 3,177,843 | Aufgestockt | +9,5% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| MORGAN STANLEY | 5,417,043 | 256,790,732 | 20.87 |
| LPL Financial LLC | 3,579,053 | 174,003,518 | 14.14 |
| WELLS FARGO & COMPANY/MN | 2,102,062 | 88,617,430 | 7.20 |
| OSAIC HOLDINGS, INC. | 1,117,622 | 71,755,574 | 5.83 |
| Cetera Investment Advisers | 1,123,120 | 60,237,443 | 4.90 |
| UBS Group AG | 1,142,720 | 52,177,496 | 4.24 |
| RAYMOND JAMES FINANCIAL INC | 1,106,747 | 50,615,616 | 4.11 |
| BANK OF AMERICA CORP /DE/ | 1,181,083 | 35,817,834 | 2.91 |
| ASSETMARK, INC | 582,941 | 30,430,649 | 2.47 |
| BENJAMIN EDWARDS INC | 352,085 | 20,811,616 | 1.69 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 352,569 | 20,247,752 | 1.65 |
| STIFEL FINANCIAL CORP | 309,446 | 18,081,345 | 1.47 |
| Vontobel Holding Ltd. | 263,647 | 17,099,651 | 1.39 |
| JANE STREET GROUP, LLC | 256,774 | 14,680,349 | 1.19 |
| SMI Advisory Services, LLC | 165,015 | 13,842,338 | 1.13 |
| Private Advisor Group, LLC | 413,005 | 13,815,091 | 1.12 |
| Crumly & Associates Inc. | 190,433 | 11,106,233 | 0.90 |
| StoneX Group Inc. | 209,179 | 10,868,928 | 0.88 |
| Prospera Financial Services Inc | 191,062 | 9,943,404 | 0.81 |
| Kingsview Wealth Management, LLC | 185,397 | 9,552,487 | 0.78 |