Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Senior Floating Rate Income Fund II inkluderar Hourglass Capital, Llc, Mosley Wealth Management, Motiv8 Investments LLC, Fifth Third Bancorp, Whittier Trust Co Of Nevada Inc, Creative Capital Management Investments LLC, och Western Wealth Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Raymond James Financial Inc | 418 605 | 17,35 | 4 035 | 12,33 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 725 | 7 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 53 039 | 20,71 | 504 | 14,03 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 57 075 | 46,78 | 550 | 40,66 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 9 955 | 181,93 | 100 | 185,71 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 306 | 3 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 154 | 2,67 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 169 | 11 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 379 | 4 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 26 400 | 254 | ||||||
| 2026-05-15 | 13F | Almitas Capital LLC | 382 863 | 334,90 | 3 691 | 316,48 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 26 346 | 23,09 | 254 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 142 | 1 | ||||||
| 2026-05-05 | 13F | Helium Advisors LLC | 12 404 | 2,62 | 120 | −1,65 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 741 | 622,41 | 17 | 700,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 301 726 | 5,30 | 2 909 | 0,80 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 492 | 5 | ||||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 113 800 | 1 097 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 514 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56 834 | 5,58 | 1 | |||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 43 114 | 3,62 | 416 | −0,72 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 69 046 | 0,83 | 666 | −3,48 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 65 666 | 3,61 | 633 | −0,78 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 94 819 | 0,18 | 914 | −4,09 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 20 246 | 2,94 | 195 | −1,52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 133 183 | 5,90 | 1 284 | 1,34 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 250 | 2 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 69 543 | 2,61 | 670 | −1,76 | ||||
| 2026-04-06 | 13F | CX Institutional | 23 913 | 1,12 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 4 005 | 42,53 | 39 | 35,71 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 135 937 | 26,32 | 1 310 | 20,96 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 110 815 | 1 068 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 693 692 | 1,60 | 6 687 | −2,73 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 296 | 3 |
