Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF, omfatter 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, og AdvisorNet Financial, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 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 |
