Grundlæggende statistik
| Institutionelle ejere | 98 total, 98 long only, 0 short only, 0 long/short - change of 13,95% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2701 % - change of -12,36% MRQ |
| Institutionelle aktier (lange) | 11.738.885 (ex 13D/G) - change of -0,00MM shares -0,03% MRQ |
| Institutionel værdi (lang) | $ 245.107 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (US:SDVD) har 98 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,738,885 aktier. Største aktionærer omfatter Raymond James Financial Inc, Steward Partners Investment Advisory, Llc, Commonwealth Equity Services, Llc, LPL Financial LLC, Stephens Inc /ar/, Southern Capital Services Inc /adv, Stifel Financial Corp, Cetera Investment Advisers, Royal Bank Of Canada, and Capital Investment Advisors, LLC .
First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF (BATS:SDVD) 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 March 20, 2026 is 21,39 / share. Previously, on March 21, 2025, the share price was 20,00 / share. This represents an increase of 6,95% 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
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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) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | FIRST TRUST PORTFOLIOS LP | 13,329,398 | 16,137,560 | 21.07 | 48.39 | 6.73 | ||
| 2025-07-07 | TRUIST FINANCIAL CORP | 505,068 | 8,066 | -98.40 | 0.00 | -100.00 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 58.798 | 6,09 | 1.262 | 5,26 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 15.451 | 332 | ||||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 47.409 | -21,42 | 1.043 | -21,48 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 97.029 | 2,47 | 2.082 | 1,71 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 7.803 | 11,41 | 167 | 10,60 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.145.283 | 9,76 | 24.578 | 8,95 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 26.690 | 2,30 | 573 | 1,42 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 175.502 | 5,61 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 14.211 | 15,11 | 305 | 14,29 | ||||
| 2025-11-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 496 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 18.942 | 26,04 | 406 | 25,31 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 41.937 | 900 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 14.591 | 0,00 | 313 | -0,63 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 23.700 | 0,00 | 509 | -0,78 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 23.288 | -18,57 | 500 | -19,26 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 2.364 | 0,00 | 51 | -1,96 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 24.828 | 533 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 144.449 | 16,29 | 3.100 | 15,50 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 72 | -93,41 | 2 | -95,65 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 965.562 | 6,32 | 20.721 | 108.952,63 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 101.798 | -8,95 | 2.185 | -9,64 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 36.987 | 794 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 40.308 | -7,66 | 933 | -0,43 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 97.705 | 3,17 | 2.097 | 2,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 306.442 | 28,52 | 6.576 | 27,57 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.200 | 0,00 | 26 | 0,00 | ||||
| 2026-02-27 | 13F | Southern Capital Services Inc /adv | 594.836 | 12.765 | ||||||
| 2025-10-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 26.479 | 80,39 | 568 | 79,18 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 42.650 | 915 | ||||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 59.001 | 0,60 | 1.266 | -0,08 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 60.737 | 11,63 | 1.303 | 14,80 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 532.654 | -23,76 | 11.431 | -24,32 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 470 | 10 | ||||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 418 | 9 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 14.305 | 0,00 | 307 | -0,97 | ||||
| 2025-11-14 | 13F | Chiron Capital Management, Llc | 90.385 | 1,27 | 1.954 | 6,78 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 234.521 | 5.033 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 42.129 | 84,28 | 904 | 83,00 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 20 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 44.648 | 76,54 | 1 | |||||
| 2026-01-29 | 13F | TKG Advisors, LLC | 24.944 | 47,19 | 535 | 46,17 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 18.694 | -58,34 | 401 | -58,66 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 26.824 | 85,56 | 580 | 95,95 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 388 | 9 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 293.408 | 4,30 | 6.297 | 3,54 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 106.304 | 15,99 | 2.281 | 15,14 | ||||
| 2025-11-13 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 47.378 | 9,71 | 1.017 | 8,90 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Novem Group | 9.549 | 205 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 979.309 | 2,60 | 21.016 | 1,84 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 30.075 | -1,34 | 645 | -2,12 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 774.130 | 36,62 | 16.613 | 35,61 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 20.609 | 442 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 60.194 | 1.292 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 11.742 | -21,44 | 252 | -22,29 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 483.800 | -5,48 | 10.382 | -6,18 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 42.175 | 25,99 | 905 | 25,17 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 36.883 | -7,70 | 792 | -8,34 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 376.530 | -0,14 | 8.080 | -0,87 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 649.359 | 0,50 | 13.935 | -0,24 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 188.317 | 4.041 | ||||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 51.879 | -68,22 | 1 | -66,67 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 9.887 | -0,62 | 212 | -1,40 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 26.404 | 15,20 | 567 | 14,34 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 2.450 | -10,91 | 53 | -11,86 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 17.603 | 31,16 | 390 | 36,36 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 505.289 | 19,67 | 10.844 | 18,79 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 34.208 | -15,86 | 734 | -16,40 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 14.042 | -17,37 | 301 | -17,98 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.324 | 2,05 | 114 | 1,79 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 36.247 | 4,61 | 778 | 3,74 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Next Level Private LLC | 47.422 | 30,45 | 1.018 | 30,22 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 328.578 | -9,39 | 7.051 | -10,14 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 11.494 | -37,26 | 247 | -37,88 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 81.116 | 1.741 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 110.374 | -10,50 | 2.369 | -11,18 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.500 | 54 | ||||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 47.740 | 53,06 | 1.025 | 51,93 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 11.014 | 236 | ||||||
| 2026-01-15 | 13F | RiverTree Advisors, LLC | 166.366 | -1,80 | 3.570 | -2,51 | ||||
| 2025-10-15 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 2.565 | -99,27 | 55 | -99,28 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 2.163 | 0,00 | 46 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.360 | 9,25 | 544 | 8,58 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 10.190 | 219 | ||||||
| 2026-01-28 | 13F | G&S Capital LLC | 167.477 | 33,21 | 3.594 | 32,23 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 37.170 | 4,21 | 806 | 4,54 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 21.387 | 2,94 | 459 | 2,00 | ||||
| 2026-02-02 | 13F | Bullseye Investment Management, LLC | 262.066 | 0,00 | 5.233 | 0,00 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 31.379 | 38,75 | 1 | |||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 25.054 | 163,89 | 538 | 161,95 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 30.818 | 9,90 | 661 | 9,08 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 3.479 | 75 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 176.475 | -1,83 | 3.787 | -2,55 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 40.314 | 304,07 | 865 | 302,33 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 33.400 | 717 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.940 | 63 | ||||||
| 2025-10-09 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 |

