Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF, omfatter Stenger Family Office, LLC, VisionPoint Advisory Group, LLC, Tradewinds, LLC., Us Bancorp \de\, Milestones Private Investment Advisors LLC, Stratos Wealth Advisors, LLC, FTBI - First Trust Balanced Income ETF, Key FInancial Inc, og Mpwm Advisory Solutions, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.297.148 | 2,13 | 63.041 | 3,10 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 11.346 | 217 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 138.739 | 2,17 | 2.653 | 3,15 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 31.319 | 1,27 | 599 | 2,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26.923 | 13,92 | 515 | 14,99 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 47.611 | 2,02 | 910 | 3,06 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 48.879 | 4,73 | 935 | 5,78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 59.330 | 7,93 | 1.134 | 8,93 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 103.294 | 10,13 | 1.975 | 11,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10.547.138 | 4,17 | 201.661 | 5,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.636.675 | 19,63 | 31.293 | 20,77 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 317 | 6 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45.178 | 4,95 | 864 | 5,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13.668 | 11,41 | 261 | 12,50 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 13.850 | 3,75 | 265 | 4,76 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 76.126 | 0,06 | 1.456 | 0,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7.579 | 145 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.549.886 | 12,16 | 48.754 | 13,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 185.514 | 108,01 | 3.547 | 110,01 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.608 | 432 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.740 | 205 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.223.405 | 5,15 | 42.498 | 6,06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 572 | 11 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 694 | 13 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.871 | 68,68 | 55 | 68,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15.499 | 296 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12.795 | 0,31 | 245 | 1,24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 500.517 | 5,76 | 9.570 | 6,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.025.541 | 13,69 | 19.608 | 14,77 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 7.074 | 135 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 26.141 | 2,07 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10.473 | 200 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47.402 | 6,83 | 906 | 7,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 15.738 | 187,35 | 301 | 191,26 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47.859 | 30,24 | 915 | 31,65 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 105.648 | 22,96 | 2.020 | 24,09 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 120.089 | 16,51 | 2.296 | 17,62 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.496 | 29 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30 | 1 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20.287 | 2,44 | 388 | 3,20 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 151.850 | 12,46 | 2.903 | 13,53 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10.450 | 1,10 | 200 | 2,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.903 | 95,38 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45.124 | 12,11 | 863 | 13,12 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10.760 | 6,28 | 206 | 7,33 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 113.744 | 2.169 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 57.858 | 1.106 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16.556 | 12,50 | 317 | 13,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 172.489 | 23,08 | 3.298 | 24,23 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 47.176 | 39,30 | 902 | 40,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7.030.503 | 7,52 | 134.423 | 8,54 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53.668 | 28,59 | 1.026 | 29,87 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1.616 | 1,13 | 31 | 0,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18.046 | 345 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 930.458 | 100,25 | 17.790 | 102,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 899.735 | 8,30 | 17.191 | 9,25 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10.480 | 200 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 79.252 | 1,21 | 1.515 | 2,16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 52.371 | 3,70 | 1.001 | 4,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 144.594 | 8,93 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28.460 | 1.140,09 | 544 | 1.165,12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3.796 | 38,44 | 73 | 41,18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 128.114 | 6,17 | 2.450 | 7,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58.335 | 18,44 | 1.115 | 19,64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20.156 | 12,64 | 385 | 13,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 79.677 | 24,48 | 1.523 | 25,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 63.507 | 17,86 | 1.214 | 19,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46.150 | 2,56 | 882 | 3,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20.789 | 5,39 | 397 | 6,43 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 239.261 | 2,14 | 4.575 | 3,11 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 30.620 | 23,07 | 585 | 23,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3.647 | 0,25 | 70 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 69.739 | 1,77 | 1.333 | 2,78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 874.139 | 45,10 | 16.714 | 46,48 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 119.210 | 1,83 | 2.279 | 2,80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 271.909 | 61,51 | 5.193 | 62,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9.972 | 21,46 | 191 | 23,38 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 42.464 | 9,18 | 812 | 10,19 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 415.564 | 11,63 | 7.946 | 12,70 |
