Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF inkluderar Stenger Family Office, LLC, VisionPoint Advisory Group, LLC, Tradewinds, LLC., Us Bancorp \de\, Milestones Private Investment Advisors LLC, Stratos Wealth Advisors, LLC, FTBI - First Trust Balanced Income ETF, Key FInancial Inc, och Mpwm Advisory Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 297 148 | 2,13 | 63 041 | 3,10 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 11 346 | 217 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 138 739 | 2,17 | 2 653 | 3,15 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 31 319 | 1,27 | 599 | 2,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 923 | 13,92 | 515 | 14,99 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 47 611 | 2,02 | 910 | 3,06 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 48 879 | 4,73 | 935 | 5,78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 59 330 | 7,93 | 1 134 | 8,93 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 103 294 | 10,13 | 1 975 | 11,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 547 138 | 4,17 | 201 661 | 5,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 636 675 | 19,63 | 31 293 | 20,77 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 317 | 6 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 178 | 4,95 | 864 | 5,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 668 | 11,41 | 261 | 12,50 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 13 850 | 3,75 | 265 | 4,76 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 76 126 | 0,06 | 1 456 | 0,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 579 | 145 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 549 886 | 12,16 | 48 754 | 13,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 185 514 | 108,01 | 3 547 | 110,01 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 608 | 432 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 740 | 205 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 223 405 | 5,15 | 42 498 | 6,06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 572 | 11 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 694 | 13 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 871 | 68,68 | 55 | 68,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15 499 | 296 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12 795 | 0,31 | 245 | 1,24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 500 517 | 5,76 | 9 570 | 6,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 025 541 | 13,69 | 19 608 | 14,77 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 7 074 | 135 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 26 141 | 2,07 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 473 | 200 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47 402 | 6,83 | 906 | 7,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 15 738 | 187,35 | 301 | 191,26 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47 859 | 30,24 | 915 | 31,65 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 105 648 | 22,96 | 2 020 | 24,09 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 120 089 | 16,51 | 2 296 | 17,62 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 496 | 29 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30 | 1 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20 287 | 2,44 | 388 | 3,20 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 151 850 | 12,46 | 2 903 | 13,53 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 450 | 1,10 | 200 | 2,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 903 | 95,38 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 124 | 12,11 | 863 | 13,12 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 760 | 6,28 | 206 | 7,33 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 113 744 | 2 169 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 57 858 | 1 106 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 556 | 12,50 | 317 | 13,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 172 489 | 23,08 | 3 298 | 24,23 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 47 176 | 39,30 | 902 | 40,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 030 503 | 7,52 | 134 423 | 8,54 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53 668 | 28,59 | 1 026 | 29,87 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 616 | 1,13 | 31 | 0,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18 046 | 345 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 930 458 | 100,25 | 17 790 | 102,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 899 735 | 8,30 | 17 191 | 9,25 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10 480 | 200 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 79 252 | 1,21 | 1 515 | 2,16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 52 371 | 3,70 | 1 001 | 4,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 144 594 | 8,93 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28 460 | 1 140,09 | 544 | 1 165,12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 796 | 38,44 | 73 | 41,18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 128 114 | 6,17 | 2 450 | 7,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58 335 | 18,44 | 1 115 | 19,64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20 156 | 12,64 | 385 | 13,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 79 677 | 24,48 | 1 523 | 25,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 63 507 | 17,86 | 1 214 | 19,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46 150 | 2,56 | 882 | 3,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20 789 | 5,39 | 397 | 6,43 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 239 261 | 2,14 | 4 575 | 3,11 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 30 620 | 23,07 | 585 | 23,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 647 | 0,25 | 70 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 69 739 | 1,77 | 1 333 | 2,78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 874 139 | 45,10 | 16 714 | 46,48 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 119 210 | 1,83 | 2 279 | 2,80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 271 909 | 61,51 | 5 193 | 62,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 972 | 21,46 | 191 | 23,38 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 42 464 | 9,18 | 812 | 10,19 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 415 564 | 11,63 | 7 946 | 12,70 |
