Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Senior Floating Rate Income Fund II inkluderar Sunpointe, LLC, Tactive Advisors, LLC, Accredited Investor Services, Llc, och Salomon & Ludwin, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 10 147 | 103 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 009 107 | 7,48 | 20 413 | 7,69 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 17 697 | 180 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 24 187 | 5,94 | 246 | 6,06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34 | 0 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 663 961 | 5,93 | 6 746 | 6,14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 236 902 | 6,56 | 2 407 | 6,74 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 122 254 | 16,47 | 1 242 | 16,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 222 | 110,84 | 348 | 111,59 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 512 105 | 36,64 | 5 203 | 36,89 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 366 126 | 2,00 | 3 720 | 2,20 | ||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 269 666 | 6,67 | 2 740 | 6,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 188 001 | 27,81 | 1 910 | 28,10 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 11 160 | 113 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 258 | 1,25 | 307 | 1,32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 112 | 1 | ||||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 269 666 | 6,67 | 2 740 | 6,87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 369 896 | 3,05 | 4 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 891 | 2,57 | 415 | 2,72 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 15 720 | 4,63 | 160 | 4,61 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 42 100 | 9,35 | 428 | 9,49 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 18 567 | 2,94 | 189 | 3,30 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 93 479 | 5,76 | 929 | 0,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 61 700 | 1,29 | 627 | 1,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 181 | 144 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 11 230 | 114 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 466 | 3,74 | 35 | 2,94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54 840 | 0,16 | 557 | 0,36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28 023 | 1,35 | 285 | 1,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 197 199 | 6,09 | 2 004 | 6,32 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33 717 | 5,41 | 343 | 5,56 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 900 | 9 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 785 | 121,75 | 8 | 133,33 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16 577 | 0,61 | 168 | 0,60 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375 601 | 3,21 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 643 395 | 2,04 | 6 537 | 2,24 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 157 961 | 0,16 | 1 605 | 0,31 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 312 | 3 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 222 532 | 1,50 | 2 261 | 1,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 469 | 17,79 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 179 957 | 0,50 | 1 828 | 0,72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 173 | 2 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 |
