Grundlæggende statistik
Institutionelle ejere | 128 total, 128 long only, 0 short only, 0 long/short - change of 22,86% MRQ |
Gennemsnitlig porteføljeallokering | 0.6521 % - change of 23,68% MRQ |
Institutionelle aktier (lange) | 44.754.008 (ex 13D/G) - change of 12,47MM shares 38,64% MRQ |
Institutionel værdi (lang) | $ 882.758 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (US:FTCB) har 128 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 44,754,008 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, LVZ Advisors, Inc., Long Run Wealth Advisors, LLC, Cetera Investment Advisers, Kestra Advisory Services, LLC, Seascape Capital Management, Stephens Inc /ar/, and Wiley Bros.-aintree Capital, Llc .
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (ARCA:FTCB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 10, 2025 is 21,44 / share. Previously, on September 11, 2024, the share price was 21,74 / share. This represents a decline of 1,40% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
---|---|---|---|---|---|---|---|---|
2025-07-23 | FIRST TRUST PORTFOLIOS LP | 3,810,896 | 6,904,788 | 81.19 | 12.74 | 20.99 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 122.226 | -64,27 | 3 | -71,43 | ||||
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 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 281 | 0,00 | 6 | 0,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 182.785 | -10,61 | 3.849 | -10,30 | ||||
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 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 75.068 | -89,22 | 1.581 | -89,19 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 5.335 | 0,00 | 112 | 0,90 | ||||
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 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 124.495 | -46,25 | 2.622 | -46,08 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 800.824 | 58,46 | 17 | 60,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
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 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
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 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
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 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 495.380 | -27,13 | 10.433 | -26,89 | ||||
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 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15.928 | -85,93 | 335 | -85,89 | ||||
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 | ||||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 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 | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 12.198 | 0 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48.013 | -18,52 | 1.011 | -18,20 | ||||
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 | ||||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 18.874 | 0,00 | 397 | 0,25 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 356.047 | 27,03 | 7 | 40,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 16.188 | -9,48 | 341 | -9,33 | ||||
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 | ||||
2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | HBW Advisory Services LLC | 328.529 | 7,71 | 6.919 | 8,08 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 286.678 | -4,92 | 6.037 | -4,60 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 1.190.289 | -5,63 | 25.067 | -5,31 | ||||
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 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 536.727 | -2,30 | 11.303 | -1,98 | ||||
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 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 13.309 | -0,14 | 280 | 0,36 | ||||
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 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 533.032 | -14,95 | 11.226 | -14,66 | ||||
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 | ||||
2025-07-16 | 13F | American National Bank | 383 | 0,00 | 8 | 0,00 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 39.066 | 26,24 | 823 | 26,66 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
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 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 68.656 | 5,47 | 1.446 | 5,78 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 5.864 | -0,51 | 123 | 0,00 | ||||
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 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100,00 | 0 | |||||
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 |