Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF, omfatter Jaffetilchin Investment Partners, LLC, Core Wealth Partners LLC, First Trust Advisors Lp, FTBI - First Trust Balanced Income ETF, Stratos Wealth Partners, LTD., Calton & Associates, Inc., We Are One Seven, LLC, Prime Capital Investment Advisors, LLC, Integrated Wealth Concepts LLC, Ameritas Advisory Services, LLC, IFP Advisors, Inc, og Raymond James 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 600 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11.791 | 316 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9.044 | 242 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11.258 | 9,22 | 301 | 30,87 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7.718 | 207 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62.691 | 1,41 | 1.679 | 21,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.074 | 16,87 | 243 | 40,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 173.506 | 2,51 | 4.646 | 22,88 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16.404 | 16,66 | 439 | 39,81 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.900 | 238 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 73.143 | 1.959 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 24.620 | 25,54 | 659 | 50,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16.745 | 1,84 | 448 | 22,07 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 18.154 | 1,41 | 486 | 21,80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 23 | 1 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 41.778 | 34,90 | 1.119 | 61,79 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 22.336 | 147,35 | 598 | 197,51 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 12.501 | 335 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 12.840 | 344 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 82.206 | 236,48 | 2.201 | 303,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 132.510 | 9,90 | 3.549 | 31,75 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 900.631 | 188,52 | 24.119 | 245,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 309.496 | 12,02 | 8.288 | 34,28 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 51.452 | 28,36 | 1.378 | 53,85 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.477 | 40 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34.865 | 15,47 | 1 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7.853 | 210 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 37.799 | 1.012 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 14.911 | 399 |
