Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF inkluderar Long Run Wealth Advisors, LLC, McCarthy & Cox, Equitable Holdings, Inc., Concurrent Investment Advisors, LLC, SMART Wealth LLC, Prime Capital Investment Advisors, LLC, Gateway Wealth Partners, LLC, Integrated Wealth Concepts LLC, PKS Advisory Services, LLC, Old Mission Capital Llc, Balboa Wealth Partners, Transcend Wealth Collective, Llc, First Heartland Consultants, Inc., StoneX Group Inc., IFG Advisory, LLC, Arkadios Wealth Advisors, Golden State Wealth Management, LLC, Mariner, LLC, We Are One Seven, LLC, och Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 239 588 | 29,69 | 5 029 | 31,83 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 63 532 | 16,31 | 1 338 | 16,67 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 79 951 | 128,62 | 1 684 | 129,29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 455 983 | 46,91 | 9 603 | 47,40 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 149 236 | 15,30 | 3 143 | 15,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 595 | 91,79 | 371 | 95,77 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 605 | 22,70 | 55 | 25,58 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 20 712 | 0,71 | 436 | 1,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30 197 | 45,68 | 636 | 45,98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 250 | 5 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 191 | 1,10 | 25 | 4,17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 32 596 | 686 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 247 | 26,41 | 279 | 26,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 451 202 | 24,49 | 9 502 | 24,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 800 824 | 58,46 | 17 | 60,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 463 717 | 41,33 | 30 826 | 41,80 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 12 487 | 17,56 | 263 | 18,02 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 95 132 | 2 003 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 36 861 | 19,27 | 776 | 19,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 141 649 | 88,44 | 24 035 | 59,72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 25 351 | 30,45 | 1 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 859 585 | 18 103 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 39 343 | 38,15 | 829 | 38,69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13 592 | 6,67 | 286 | 7,12 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 674 | 814 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 531 778 | 13,24 | 11 199 | 13,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 905 153 | 41,71 | 19 065 | 42,21 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 751 | 605 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 468 753 | 64,04 | 9 872 | 64,57 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 60 241 | 1 269 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 60 334 | 47,88 | 1 271 | 48,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 904 | 29,34 | 166 | 29,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 161 749 | 490,35 | 3 406 | 492,35 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 23 988 | 29,48 | 1 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10 313 | 2,92 | 217 | 3,33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 90 269 | 11,05 | 1 901 | 11,43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 106 465 | 109,46 | 2 249 | 110,88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 27 532 | 19,93 | 580 | 20,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138 344 | 2 914 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41 841 | 881 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 100 965 | 193,97 | 23 185 | 194,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 641 | 56 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 12 198 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 52 422 | 1 104 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 977 212 | 84,28 | 146 940 | 84,89 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 110 663 | 2 331 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 356 047 | 27,03 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 217 434 | 3,57 | 4 579 | 3,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 615 | 6,62 | 350 | 6,73 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 328 529 | 7,71 | 6 919 | 8,08 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29 589 | 623 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34 019 | 1 849,51 | 716 | 1 888,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 448 | 9,47 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 105 586 | 2 178,51 | 2 224 | 2 191,75 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 23 429 | 493 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 696 019 | 2,15 | 14 658 | 2,50 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 303 464 | 1,31 | 6 391 | 1,64 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 379 524 | 37,53 | 7 993 | 37,98 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176 341 | 4,21 | 3 663 | 2,84 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13 634 | 287 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 149 573 | 3 150 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 20 444 | 15,13 | 431 | 15,59 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 40 837 | 17,78 | 860 | 18,29 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3 043 021 | 0,88 | 64 086 | 1,22 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 18 306 | 386 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 409 793 | 4,26 | 29 690 | 4,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 398 | 198 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 40 536 | 8,32 | 854 | 8,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 436 | 160,78 | 136 | 164,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 477 195 | 33,64 | 10 050 | 34,08 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 19 588 | 413 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 023 612 | 42 617 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 303 545 | 28,45 | 69 573 | 28,88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 196 674 | 3,46 | 4 142 | 3,78 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 452 987 | 33,56 | 9 526 | 35,83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 284 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 106 | 23 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 58 225 | 1 226 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 203 795 | 20,63 | 4 292 | 21,01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 456 | 0,02 | 94 | 0,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 931 979 | 0,94 | 19 627 | 1,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 32 325 | 22,71 | 681 | 23,19 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 18 632 | 392 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 72 800 | 45,57 | 1 533 | 48,26 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 211 298 | 4 450 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 24 402 | 20,78 | 514 | 20,99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 39 066 | 26,24 | 823 | 26,66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 139 124 | 19,27 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 69 060 | 1 454 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 108 128 | 32,84 | 2 277 | 33,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 68 656 | 5,47 | 1 446 | 5,78 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 194 246 | 39,81 | 4 091 | 40,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 089 781 | 16,35 | 107 191 | 16,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 689 | 28,31 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 1 300 564 | 20,18 | 27 | 22,73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 334 621 | 7 047 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 284 972 | 18,94 | 6 002 | 19,35 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 362 099 | 126,82 | 7 618 | 127,37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 122 855 | 49,27 | 2 579 | 49,02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52 761 | 1 111 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 558 | 588,89 | 12 | 1 000,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 240 946 | 5 074 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 950 | 547 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 324 487 | 32,30 | 6 834 | 32,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55 620 | 342,17 | 1 171 | 343,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 213 459 | 137,47 | 4 495 | 138,34 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 10 362 | 218 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 153 472 | 3 232 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 10 464 | 218 |
