LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF - Institutionellt ägande - Säljare

First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
US ˙ NasdaqGM ˙ US33739Q2003

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 8 −99,39 0 −100,00
2025-07-08 13F First International Bank & Trust 210 826 −5,58 10 385 −5,38
2025-08-14 13F Comerica Bank 190 158 −1,57 9 367 −1,37
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0 −100,00
2025-08-12 13F Cornerstone Wealth Management, LLC 6 413 −0,16 316 0,00
2025-08-14 13F Royal Bank Of Canada 2 545 708 −2,47 125 402 −2,28
2025-07-15 13F EWG Elevate Inc. 203 702 −0,16 10 034 0,05
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0 −100,00
2025-07-25 13F Cwm, Llc 345 385 −0,01 17 6,25
2025-05-15 13F/A Orion Portfolio Solutions, LLC 46 945 −2,61 2 308 −1,66
2025-08-29 13F Centaurus Financial, Inc. 4 586 −15,47 0
2025-07-16 13F EdgeRock Capital LLC 137 391 −2,02 6 770 −1,80
2025-08-04 13F Arbor Capital Management Inc /adv 8 824 −1,59 434 −1,36
2025-08-11 13F Core Wealth Partners LLC 0 −100,00 0
2025-07-25 13F Commonwealth Financial Services, LLC 5 414 −96,23 267 −96,23
2025-08-06 13F AE Wealth Management LLC 45 330 −19,21 2 233 −19,07
2025-07-23 13F RiverTree Advisors, LLC 103 255 −42,29 5 086 −42,17
2025-07-14 13F Capital CS Group, LLC 9 044 −4,89 446 −4,71
2025-08-07 13F PFG Advisors 13 622 −13,09 671 −12,86
2025-08-14 13F Harvest Investment Services, LLC 448 261 −3,10 22 081 −2,91
2025-07-25 13F Sovereign Financial Group, Inc. 0 −100,00 0 −100,00
2025-08-08 13F IMA Wealth, Inc. 130 703 −3,41 6 438 −3,22
2025-08-04 13F Merkkuri Wealth Advisors LLC 8 762 −2,50 432 −2,27
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-04-21 13F ERn Financial, LLC 0 −100,00 0
2025-05-06 13F Kovack Advisors, Inc. 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 8 308 −3,71 409 −3,54
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-04-16 13F Farmers & Merchants Investments Inc 0 −100,00 0
2025-08-26 13F Claris Financial LLC 40 681 −28,09 2 004 −27,24
2025-07-08 13F Zrc Wealth Management, Llc 0 −100,00 0
2025-08-12 13F Weitzel Financial Services, Inc. 236 607 −6,39 11 702 −4,90
2025-08-07 13F Brio Consultants, LLC 0 −100,00 0 −100,00
2025-08-04 13F Atria Investments Llc 265 854 −0,48 13 096 −0,28
2025-07-17 13F Beacon Capital Management, LLC 484 −10,04 24 −11,54
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-13 13F Per Stirling Capital Management, LLC. 77 089 −3,11 3 797 −2,91
2025-07-21 13F AIFG Consultants Ltd. 42 341 −6,50 2 086 −6,33
2025-08-04 13F Pensionmark Financial Group, Llc 6 011 −26,64 296 −26,37
2025-08-08 13F 1776 Wealth LLC 9 757 −15,94 481 −15,79
2025-08-14 13F Herold Advisors, Inc. 5 812 −38,66 286 −38,63
2025-07-10 13F Focus Financial Network, Inc. 7 395 −27,89 364 −27,78
2025-07-21 13F Ameritas Advisory Services, LLC 151 651 −22,79 7 470 −22,39
2025-08-08 13F Foundations Investment Advisors, LLC 247 518 −1,95 12 193 −1,76
2025-08-12 13F Park Square Financial Group, LLC 39 084 −22,23 1 925 −22,06
2025-08-14 13F Helium Advisors LLC 21 729 −0,81 1 070 −0,56
2025-08-06 13F Commonwealth Equity Services, Llc 945 768 −5,07 47 −4,17
2025-07-16 13F Novem Group 4 208 −1,31 207 −0,96
2025-08-11 13F Perennial Investment Advisors, LLC 26 838 −13,34 1 322 −13,14
2025-08-06 13F Wedbush Securities Inc 38 220 −7,42 2 −50,00
2025-08-11 13F Principal Securities, Inc. 13 455 −28,01 663 −27,17
2025-04-09 13F Gradient Investments LLC 0 −100,00 0
2025-07-31 13F Oppenheimer & Co Inc 115 143 −17,06 5 672 −16,90
2025-08-15 13F Kestra Advisory Services, LLC 234 894 −0,30 11 571 −0,09
2025-07-28 13F Mutual Advisors, LLC 93 797 −40,17 4 613 −39,85
2025-08-05 13F Sigma Planning Corp 93 815 −33,91 4 621 −33,78
2025-07-30 13F Rehmann Capital Advisory Group 23 018 −5,29 1 134 −5,11
2025-07-15 13F Armis Advisers, LLC 0 −100,00 0 −100,00
2025-07-31 13F Moment Partners, LLC 4 652 −8,71 229 −8,40
2025-07-30 13F Clifford Swan Investment Counsel Llc 306 127 −0,90 15 080 −0,70
2025-07-23 13F Castle Rock Wealth Management, LLC 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 32 303 −17,79 1 588 −17,76
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 28 364 −1,01 1 397 −0,78
2025-08-08 13F Pnc Financial Services Group, Inc. 3 530 −11,15 174 −11,28
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 28 539 −0,20 1 406 0,00
2025-07-01 13F Private Client Services, Llc 6 386 −10,45 315 −10,29
2025-07-17 13F Janney Montgomery Scott LLC 221 383 −2,65 11 −9,09
2025-08-14 13F Stifel Financial Corp 549 755 −13,18 27 081 −13,00
2025-04-30 13F Fundamentun, Llc 0 −100,00 0
2025-07-08 13F Braun-Bostich & Associates Inc. 71 134 −1,09 3 504 −0,88
2025-07-24 13F Robertson Stephens Wealth Management, LLC 14 937 −4,09 736 −3,92
2025-08-15 13F Manhattan West Asset Management, LLC 77 343 −28,31 3 810 −28,17
2025-07-07 13F Vishria Bird Financial Group, LLC 15 137 −7,01 746 −6,87
2025-07-08 13F Atwood & Palmer Inc 23 710 −92,36 1 168 −92,35
2025-07-18 13F Bartlett & Co. Wealth Management Llc 284 −5,02 14 −7,14
2025-07-18 13F Trilogy Capital Inc. 503 106 −5,47 24 783 −5,27
2025-08-01 13F Wealth Watch Advisors, INC 18 271 −4,82 900 −4,56
2025-07-29 13F Koshinski Asset Management, Inc. 5 563 −3,55 274 −3,18
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 123 211 −36,68 6 069 −36,56
2025-04-25 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-29 13F Ifrah Financial Services, Inc. 37 781 −0,49 1 861 −0,27
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-31 13F Shaker Investments Llc/oh 0 −100,00 0
2025-08-14 13F Sargent Investment Group, LLC 8 220 −2,49 407 −1,93
2025-08-13 13F GeoWealth Management, LLC 15 148 −1,63 746 −1,45
2025-07-08 13F Ballew Advisors, Inc 15 976 −0,21 786 1,29
2025-07-16 13F PFS Partners, LLC 211 028 −2,50 10 395 −2,29
2025-07-18 13F Midwest Financial Group LLC 38 148 −14,96 1 879 −14,78
2025-08-04 13F/A 626 Financial, LLC 15 640 −2,45 770 −2,28
2025-08-14 13F Harwood Advisory Group, LLC 170 698 −9,42 8 409 −8,32
2025-08-04 13F Center for Financial Planning, Inc. 65 000 −23,85 3 202 −23,71
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 60 687 −0,89 2 989 −0,70
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 126 516 −7,11 6 232 −6,92
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-08 13F Condor Capital Management 50 668 −0,14 2 496 0,04
2025-07-31 13F West Michigan Advisors, Llc 6 683 −1,56 329 −1,20
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 17 979 −0,06 886 0,11
2025-07-29 13F Cottonwood Capital Advisors, Llc 40 984 −3,07 2 019 −2,89
2025-07-10 13F Secure Asset Management, LLC 194 782 −4,11 9 595 −3,93
2025-08-01 13F Winebrenner Capital Management Llc 8 289 −3,29 408 −3,09
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-05-05 13F Impact Partnership Wealth, LLC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 127 359 −24,60 6 274 −24,46
2025-07-22 13F Global Assets Advisory, LLC 26 585 −66,92 1 310 −66,70
2025-08-06 13F First Horizon Advisors, Inc. 6 769 −0,56 333 −0,30
2025-07-23 13F Prime Capital Investment Advisors, LLC 37 568 −5,02 1 851 −4,84
2025-07-23 13F Nbt Bank N A /ny 7 301 −3,14 360 −2,97
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-15 13F First Heartland Consultants, Inc. 113 939 −13,46 5 613 −13,29
2025-08-08 13F Petix & Botte Co 277 213 −6,10 13 655 −5,91
2025-05-15 13F London & Capital Asset Management Ltd 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 46 010 −4,45 2 266 −4,27
2025-08-04 13F HBK Sorce Advisory LLC 4 995 −2,02 246 −1,60
2025-08-13 13F Trustmark National Bank Trust Department 17 475 −2,24 861 −2,05
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 17 654 −16,53 870 −16,36
2025-08-12 13F Steward Partners Investment Advisory, Llc 148 462 −12,35 7 313 −12,18
2025-08-01 13F Capital Investment Counsel, LLC 4 195 −37,48 207 −37,39
2025-08-08 13F TD Capital Management LLC 310 700 −0,52 15 305 −0,32
2025-08-08 13F Flaharty Asset Management, LLC 14 530 −1,49 716 −1,38
2025-08-11 13F United Capital Financial Advisers, Llc 21 895 −25,93 1 079 −25,81
2025-08-06 13F Golden State Wealth Management, LLC 3 330 −30,35 164 −30,21
2025-07-23 13F Friedenthal Financial 70 053 −54,54 3 451 −54,46
2025-08-13 13F Beacon Pointe Advisors, LLC 11 266 −6,02 555 −5,94
2025-07-10 13F American Financial Advisors, LLC 341 217 −0,72 16 808 −0,51
2025-07-17 13F Wagner Wealth Management, Llc 993 −12,36 49 −12,73
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-14 13F Iams Wealth Management, Llc 36 861 −26,24 1 816 −26,10
2025-07-24 13F WMG Financial Advisors, LLC 5 749 −0,38 283 0,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 445 675 −4,83 22 −8,70
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 188 581 −4,86 9 289 −4,66
2025-08-14 13F Riggs Asset Managment Co. Inc. 1 718 −2,55 85 −2,33
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 151 083 −20,29 7 442 −20,12
2025-04-03 13F Central Pacific Bank - Trust Division 0 −100,00 0
2025-07-30 13F D.a. Davidson & Co. 131 300 −13,81 6 468 −13,65
2025-07-15 13F James J. Burns & Company, LLC 88 080 −0,69 4 339 −0,48
2025-07-29 13F International Assets Investment Management, Llc 14 544 −1,48 716 −1,24
2025-07-23 13F Laraway Financial Inc 9 093 −5,76 448 −5,70
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 16 810 −0,01 828 0,24
2025-07-24 13F Blair William & Co/il 766 −36,75 38 −37,29
2025-05-14 13F REAP Financial Group, LLC 0 −100,00 0 −100,00
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 52 081 −0,60 2 566 −0,39
2025-07-08 13F Morris Retirement Advisors, LLC 199 464 −5,63 9 826 −5,44
2025-08-13 13F Level Four Advisory Services, Llc 4 554 −8,55 224 −8,20
2025-08-11 13F Independent Advisor Alliance 90 215 −26,84 4 444 −26,71
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-04-29 13F Davidson Trust Co 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 51 739 −54,36 2 548 −54,28
2025-07-30 13F BlueChip Wealth Advisors LLC 29 946 −2,94 1 475 −2,70
2025-08-05 13F Prosperity Consulting Group, LLC 27 680 −0,44 1 364 −0,22
2025-08-06 13F Prospera Financial Services Inc 443 337 −13,65 21 849 −13,47
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 80 532 −1,44 4 −25,00
2025-08-14 13F Acorn Wealth Advisors, LLC 9 052 −4,26 446 −4,09
2025-07-30 13F Eqis Capital Management, Inc. 4 669 −5,39 230 −4,96
2025-07-29 13F Private Trust Co Na 18 477 −21,56 910 −21,42
2025-08-12 13F SRS Capital Advisors, Inc. 73 950 −21,91 3 643 −21,76
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-04 13F IFG Advisory, LLC 25 697 −26,16 1 266 −26,02
2025-04-03 13F First Hawaiian Bank 0 −100,00 0
2025-08-08 13F Meridian Wealth Management, LLC 6 745 −9,22 332 −9,04
2025-08-11 13F NewEdge Wealth, LLC 46 536 −2,44 2 302 −1,83
2025-05-01 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 121 814 −28,80 6 001 −28,66
2025-07-18 13F Truist Financial Corp 261 446 −2,30 12 879 −2,11
2025-05-01 13F Quest 10 Wealth Builders, Inc. 562 −10,08 28 −10,00
2025-08-13 13F StoneX Group Inc. 29 419 −6,27 1 449 −6,03
2025-07-08 13F Prism Advisors, Inc. 263 224 −7,57 12 966 −7,39
2025-07-14 13F Financial Enhancement Group LLC 369 039 −25,76 18 142 −25,09
2025-07-23 13F Narwhal Capital Management 13 299 −4,95 655 −4,66
2025-08-11 13F Private Advisor Group, LLC 261 445 −44,96 12 879 −44,85
2025-07-11 13F Farther Finance Advisors, LLC 5 102 −74,34 251 −74,31
2025-08-04 13F Spire Wealth Management 6 728 −75,22 331 −75,19
2025-07-17 13F TBH Global Asset Management, LLC 42 589 −32,12 2 098 −32,00
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 58 923 −13,43 2 903 −13,27
2025-08-12 13F Concentrum Wealth Management 14 544 −7,94 716 −7,73
2025-07-29 13F Stephens Inc /ar/ 344 472 −7,29 16 969 −7,10
2025-07-11 13F Quad-Cities Investment Group, LLC 4 904 −1,25 242 −1,23
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-08-08 13F MTM Investment Management, LLC 2 173 −29,86 107 −29,61
2025-08-13 13F Gateway Wealth Partners, LLC 19 455 −9,88 958 −9,71
2025-08-04 13F Creative Financial Designs Inc /adv 10 977 −12,11 541 −12,05
2025-08-14 13F Colony Group, LLC 178 915 −1,63 8 813 −1,42
2025-07-24 13F Columbia Advisory Partners Llc 25 832 −4,55 1 272 −4,36
2025-08-05 13F Claro Advisors LLC 7 409 −7,88 365 −7,85
2025-08-14 13F Visionary Wealth Advisors 78 056 −9,51 3 845 −9,32
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-08-14 13F Ameriprise Financial Inc 10 603 −7,84 522 −7,61
2025-05-14 13F Rede Wealth, LLC 0 −100,00 0
2025-07-14 13F Southland Equity Partners LLC 10 416 −1,58 513 −1,35
2025-08-08 13F Creative Planning 13 423 −23,99 661 −23,85
2025-07-23 13F Tcfg Wealth Management, Llc 21 300 −12,84 1 049 −12,66
2025-08-14 13F Ausdal Financial Partners, Inc. 6 409 −0,93 316 −0,94
2025-08-06 13F Fairway Financial, LLC 132 430 −0,54 6 524 −0,34
2025-08-13 13F Raab & Moskowitz Asset Management LLC 10 861 −1,78 535 −1,47
2025-08-14 13F Ssi Investment Management Llc 10 090 −62,41 497 −62,32
2025-07-28 13F Essex LLC 5 081 −2,16 250 −1,96
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-07-23 13F Gentry Private Wealth, Llc 6 561 −69,95 323 −69,90
2025-05-05 13F Diversify Advisory Services, LLC 0 −100,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2025-07-30 13F Prosperity Financial Group, Inc. 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 250 800 −22,64 12 354 −22,48
2025-08-12 13F Wisconsin Wealth Advisors, LLC 31 722 −3,36 1 563 −3,16
2025-08-05 13F Holistic Financial Partners 4 528 −57,32 223 −57,20
2025-07-18 13F Tanager Wealth Management LLP 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 43 810 −6,68 2 158 −6,46
2025-08-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 153 274 −2,08 7 550 −1,87
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 4 007 −18,80 197 −18,60
2025-07-30 13F Strategic Blueprint, LLC 4 602 −13,15 227 −13,08
2025-07-10 13F Sovran Advisors, LLC 6 887 −51,98 338 −51,78
2025-08-11 13F HighTower Advisors, LLC 697 393 −1,25 34 354 −1,05
2025-08-07 13F Resources Investment Advisors, LLC. 19 299 −14,49 951 −14,34
2025-08-08 13F Emerald Investment Partners, Llc 305 −39,60 15 −37,50
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 32 976 −13,39 1 622 −13,31
2025-07-08 13F TL Private Wealth 298 480 −1,32 14 640 −0,93
2025-08-12 13F MAI Capital Management 8 788 −87,93 433 −87,93
2025-04-24 13F Cambridge Advisors Inc. 0 −100,00 0
2025-05-12 13F Fmr Llc 0 −100,00 0
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