Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF inkluderar Balboa Wealth Partners, Wealth Enhancement Advisory Services, Llc, och Tradewinds, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 34 785 | 28,80 | 1 454 | 31,23 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 156 | 3,03 | 48 | 4,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 383 | 19,30 | 385 | 18,46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 734 | 56,14 | 407 | 59,22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 729 | 0,01 | 365 | 1,68 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9 573 | 0,80 | 400 | 2,83 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 23 764 | 15,52 | 994 | 17,65 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 66 278 | 3,19 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 025 | 12,50 | 85 | 13,51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 154 751 | 14,99 | 6 470 | 17,17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 907 | 10,74 | 665 | 12,90 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 47 188 | 0,42 | 1 973 | 2,28 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 122 436 | 17,52 | 5 119 | 19,74 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 142 | 208,70 | 6 | 400,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 40 845 | 3,70 | 1 702 | 5,13 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 39 545 | 0,45 | 1 653 | 2,35 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 380 787 | 25,21 | 15 918 | 25,51 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17 273 | 3,60 | 722 | 5,56 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 111 | 14,43 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7 614 | 318 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14 853 | 0,68 | 621 | 2,64 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 106 461 | 4 451 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 23 929 | 1 000 | ||||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 5 129 | 1,36 | 214 | 3,38 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 56 508 | 5,87 | 2 363 | 7,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11 335 | 13,44 | 474 | 15,37 | ||||
| 2025-07-16 | 13F | Novem Group | 5 478 | 7,90 | 229 | 10,10 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 434 | 19,71 | 311 | 22,05 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 595 | 74,49 | 25 | 71,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57 766 | 0,43 | 2 416 | 2,33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 25 280 | 27,68 | 1 057 | 30,05 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 241 600 | 293,49 | 10 101 | 300,99 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 936 | 109,87 | 39 | 116,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 131 | 0,02 | 340 | 1,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 589 | 1,55 | 25 | 4,35 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 7 105 | 297 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 39 595 | 1,02 | 1 655 | 2,92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13 381 | 11,30 | 559 | 13,39 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 137 779 | 5 761 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 425 | 1,04 | 266 | 1,92 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 129 078 | 100,74 | 5 397 | 104,55 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 126 525 | 3,92 | 5 290 | 5,88 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 893 | 2,14 | 455 | 4,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 246 926 | 0,58 | 10 318 | 2,41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39 765 | 19,04 | 1 663 | 21,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 141 368 | 161,46 | 5 911 | 166,46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 187 | 8 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 576 | 7 055,56 | 108 | 10 600,00 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 14 536 | 1,82 | 597 | 0,51 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 35 618 | 6,01 | 1 489 | 8,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 329 800 | 1,80 | 13 789 | 3,70 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5 203 | 0,79 | 218 | 2,84 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 208 382 | 5,56 | 50 522 | 7,54 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 376 | 46,13 | 392 | 49,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84 018 | 0,13 | 3 513 | 2,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 120 250 | 0,92 | 5 028 | 2,80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9 452 | 37,78 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 835 | 14,35 | 704 | 16,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 239 113 | 20,94 | 9 998 | 23,21 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 4 361 | 15,95 | 182 | 18,18 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 799 | 4,58 | 284 | 6,77 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 104 | 1,96 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 76 201 | 3,46 | 3 186 | 5,39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 49 349 | 5,56 | 2 063 | 7,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 327 952 | 0,39 | 13 712 | 2,28 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 940 | 8,47 | 290 | 10,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40 024 | 73,91 | 1 666 | 76,38 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 | 42 095 | 2,57 | 1 760 | 4,45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16 530 | 1 389,19 | 691 | 1 091,38 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 951 | 37,01 | 82 | 39,66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 57 821 | 3,62 | 2 417 | 5,55 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4 819 | 201 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 306 | 13 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 733 | 0,18 | 114 | 2,70 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 222 | 11,85 | 469 | 14,11 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 12 781 | 0,57 | 534 | 2,50 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 996 | 249,30 | 167 | 263,04 | ||||
| 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 | 315 914 | 40,32 | 13 060 | 39,25 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10 095 | 3,05 | 422 | 4,98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 116 | 507 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 34 576 | 115,33 | 1 446 | 119,60 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 10 929 | 8,44 | 457 | 10,41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7 786 | 0,14 | 326 | 1,88 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 66 053 | 7,39 | 2 762 | 9,39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 137 647 | 13,02 | 5 755 | 15,15 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 29 634 | 3,98 | 1 239 | 5,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 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 | 254 508 | 20,26 | 10 450 | 18,63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 392 | 152,63 | 58 | 163,64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 199 | 0,64 | 92 | 2,25 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8 699 | 0,89 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 71 993 | 3 010 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28 846 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13 969 | 38,44 | 584 | 41,06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 47 706 | 55,76 | 1 995 | 58,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 428 483 | 17 915 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8 989 | 375 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 684 | 1 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 005 | 87,73 | 84 | 93,02 |
