Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF inkluderar Arvest Investments, Inc., Tsfg, Llc, Steward Partners Investment Advisory, Llc, Quadrature Capital Ltd, Asset Allocation Strategies LLC, Ambassador Advisors, LLC, FTBI - First Trust Balanced Income ETF, Pinnacle Bancorp, Inc., Legacy Investment Solutions, LLC, Mpwm Advisory Solutions, Llc, och AdvisorNet Financial, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Csenge Advisory Group | 901 553 | 5,35 | 19 032 | 4,36 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 235 276 | 108 322,12 | 5 040 | 125 875,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 74 010 | 362,07 | 1 585 | 360,76 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 177 644 | 4 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24 812 | 11,22 | 531 | 10,86 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 79 609 | 0,06 | 1 705 | −0,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 413 | 0,69 | 266 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 949 | 14,80 | 342 | 14,43 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 447 | 0,11 | 95 | 1,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59 133 | 0,95 | 1 267 | 0,56 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68 707 | 45,27 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 25 942 | 11,52 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 39 425 | 9,64 | 844 | 9,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 189 010 | 696,80 | 4 049 | 693,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 409 | 459 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 93 635 | 2 006 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 185 | 13,60 | 154 | 13,33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25 542 | 29,01 | 547 | 28,71 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 500 | 11 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 708 012 | 36,49 | 36 586 | 35,98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42 523 | 15,24 | 911 | 14,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 120 555 | 2,56 | 2 582 | 2,18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 723 | 29,11 | 0 | |||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 18 690 | 1,56 | 400 | 1,27 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 553 | 103,65 | 355 | 103,45 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 66 880 | 1,01 | 1 433 | 0,63 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19 020 | 15,45 | 407 | 14,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 598 | 93,30 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 258 673 | 25,24 | 5 539 | 23,06 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 11 202 | 240 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 10 111 | 217 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 1 015 393 | 3,51 | 21 750 | 3,13 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 5 994 | 128 | ||||||
| 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 | 161 899 | 2,84 | 3 495 | 6,04 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 16 214 | 347 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 566 | 12 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 662 844 | 14,94 | 14 198 | 14,52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 171 636 | 103,76 | 3 676 | 102,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 237 046 | 0,52 | 5 078 | 0,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 42 523 | 15,24 | 911 | 14,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 915 | 0,99 | 20 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 342 307 | 0,26 | 7 333 | −0,11 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 121 758 | 11,66 | 2 608 | 11,26 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 374 | 0,08 | 222 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 509 827 | 2,12 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 636 | 12,19 | 635 | 11,82 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 1 579 982 | 257,59 | 33 843 | 256,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 394 726 | 311,41 | 8 455 | 310,04 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 737 | 16 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 249 229 | 5 338 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 388 066 | 6,39 | 8 312 | 5,99 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 124 450 | 1,98 | 2 666 | 1,60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 202 473 | 18,51 | 25 757 | 18,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 216 | 41,18 | 5 | 33,33 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 1 162 573 | 15,69 | 24 484 | 16,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 385 | 8 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 123 416 | 109,30 | 2 641 | 108,45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23 478 | 2,07 | 503 | 4,80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 88 491 | 0,33 | 1 895 | −0,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 253 277 | 5 425 |
