Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF, omfatter Private Advisor Group, LLC, Gladstone Institutional Advisory LLC, 1776 Wealth LLC, Novem Group, Brinker Capital Investments, LLC, Integrated Wealth Concepts LLC, FTBI - First Trust Balanced Income ETF, GWM Advisors LLC, Ronald Blue Trust, Inc., Cwm, Llc, og Geneos Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 384.187 | 0,67 | 7.880 | 3,39 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10.016 | 205 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25.919 | 54,38 | 532 | 58,51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.845 | 202 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 36.606 | 30,54 | 751 | 33,93 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 25.648 | 27,00 | 526 | 37,34 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 29.500 | 2,66 | 605 | 5,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 659.475 | 0,53 | 13.526 | 3,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.886 | 1.023,12 | 80 | 1.028,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 386.485 | 1,61 | 7.927 | 4,36 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 35.029 | 65,79 | 718 | 70,55 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 129.069 | 3,49 | 2.647 | 6,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 600 | 12 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 594.988 | 2,82 | 12.203 | 5,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17.531 | 0,07 | 360 | 2,87 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 108.330 | 69,67 | 2.223 | 74,35 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14.456 | 13,28 | 297 | 16,54 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 65.265 | 25,35 | 1.339 | 28,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 345.367 | 66,68 | 7.083 | 71,21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.591 | 22,19 | 299 | 25,63 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 9.393 | 193 | ||||||
| 2025-07-17 | 13F | G&S Capital LLC | 120.915 | 3,94 | 2.480 | 6,72 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25.943 | 3,49 | 532 | 7,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.932 | 122 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 66.301 | 1.360 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 187.158 | 84,27 | 3.839 | 89,25 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.364 | 6,63 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 204.030 | 1,14 | 4.185 | 3,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 267.822 | 5.493 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1.967 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5.076 | 2,15 | 104 | 5,05 | ||||
| 2025-07-16 | 13F | Novem Group | 13.901 | 285 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77.438 | 13,28 | 1.588 | 16,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 400.213 | 346,97 | 8.208 | 359,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.844 | 4,23 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 86.838 | 9,64 | 1.781 | 12,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 50.705 | 18,08 | 1.040 | 21,24 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 54.410 | 51,59 | 1.116 | 55,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.094.412 | 4,67 | 22 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53.864 | 155,26 | 1.105 | 162,23 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 38.834 | 796 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 19.807 | 2,70 | 406 | 5,45 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | -16,67 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20.116 | 77,48 | 413 | 82,30 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 16.686 | 16,98 | 342 | 20,42 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 42.023 | 862 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14.334 | 0,60 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.000 | 41 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 129.019 | 5,48 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14.172 | 25,07 | 295 | 30,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 129.764 | 6,52 | 2.663 | 9,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 332.060 | 10,45 | 6.811 | 13,44 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 18.504 | 77,07 | 380 | 82,21 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 65.455 | 0,61 | 1.342 | 2,99 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 23.445 | 7,51 | 481 | 10,34 |
