Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF includono Long Run Wealth Advisors, LLC, McCarthy & Cox, Equitable Holdings, Inc., Concurrent Investment Advisors, LLC, SMART Wealth LLC, Prime Capital Investment Advisors, LLC, Gateway Wealth Partners, LLC, Integrated Wealth Concepts LLC, PKS Advisory Services, LLC, Old Mission Capital Llc, Balboa Wealth Partners, Transcend Wealth Collective, Llc, First Heartland Consultants, Inc., StoneX Group Inc., IFG Advisory, LLC, Arkadios Wealth Advisors, Golden State Wealth Management, LLC, Mariner, LLC, We Are One Seven, LLC, e Ashton Thomas Private Wealth, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 239.588 | 29,69 | 5.029 | 31,83 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 63.532 | 16,31 | 1.338 | 16,67 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 79.951 | 128,62 | 1.684 | 129,29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 455.983 | 46,91 | 9.603 | 47,40 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 149.236 | 15,30 | 3.143 | 15,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17.595 | 91,79 | 371 | 95,77 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2.605 | 22,70 | 55 | 25,58 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 20.712 | 0,71 | 436 | 1,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30.197 | 45,68 | 636 | 45,98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 250 | 5 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1.191 | 1,10 | 25 | 4,17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 32.596 | 686 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13.247 | 26,41 | 279 | 26,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 451.202 | 24,49 | 9.502 | 24,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 800.824 | 58,46 | 17 | 60,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.463.717 | 41,33 | 30.826 | 41,80 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 12.487 | 17,56 | 263 | 18,02 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 95.132 | 2.003 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 36.861 | 19,27 | 776 | 19,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1.141.649 | 88,44 | 24.035 | 59,72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 25.351 | 30,45 | 1 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 859.585 | 18.103 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 39.343 | 38,15 | 829 | 38,69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13.592 | 6,67 | 286 | 7,12 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38.674 | 814 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 531.778 | 13,24 | 11.199 | 13,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 905.153 | 41,71 | 19.065 | 42,21 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28.751 | 605 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 468.753 | 64,04 | 9.872 | 64,57 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 60.241 | 1.269 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 60.334 | 47,88 | 1.271 | 48,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7.904 | 29,34 | 166 | 29,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 161.749 | 490,35 | 3.406 | 492,35 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 23.988 | 29,48 | 1 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10.313 | 2,92 | 217 | 3,33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 90.269 | 11,05 | 1.901 | 11,43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 106.465 | 109,46 | 2.249 | 110,88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 27.532 | 19,93 | 580 | 20,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138.344 | 2.914 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41.841 | 881 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.100.965 | 193,97 | 23.185 | 194,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.641 | 56 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 12.198 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 52.422 | 1.104 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.977.212 | 84,28 | 146.940 | 84,89 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 110.663 | 2.331 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 356.047 | 27,03 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 217.434 | 3,57 | 4.579 | 3,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16.615 | 6,62 | 350 | 6,73 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 328.529 | 7,71 | 6.919 | 8,08 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29.589 | 623 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34.019 | 1.849,51 | 716 | 1.888,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36.448 | 9,47 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 105.586 | 2.178,51 | 2.224 | 2.191,75 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 23.429 | 493 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 696.019 | 2,15 | 14.658 | 2,50 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 303.464 | 1,31 | 6.391 | 1,64 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 379.524 | 37,53 | 7.993 | 37,98 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus 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 | 176.341 | 4,21 | 3.663 | 2,84 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13.634 | 287 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 149.573 | 3.150 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 20.444 | 15,13 | 431 | 15,59 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 40.837 | 17,78 | 860 | 18,29 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3.043.021 | 0,88 | 64.086 | 1,22 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 18.306 | 386 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1.409.793 | 4,26 | 29.690 | 4,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9.398 | 198 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 40.536 | 8,32 | 854 | 8,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.436 | 160,78 | 136 | 164,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 477.195 | 33,64 | 10.050 | 34,08 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 19.588 | 413 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2.023.612 | 42.617 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3.303.545 | 28,45 | 69.573 | 28,88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 196.674 | 3,46 | 4.142 | 3,78 | ||||
| 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 | 452.987 | 33,56 | 9.526 | 35,83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12.284 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.106 | 23 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 58.225 | 1.226 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 203.795 | 20,63 | 4.292 | 21,01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.456 | 0,02 | 94 | 0,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 931.979 | 0,94 | 19.627 | 1,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 32.325 | 22,71 | 681 | 23,19 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 18.632 | 392 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 72.800 | 45,57 | 1.533 | 48,26 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 211.298 | 4.450 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 24.402 | 20,78 | 514 | 20,99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 39.066 | 26,24 | 823 | 26,66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 139.124 | 19,27 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 69.060 | 1.454 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 108.128 | 32,84 | 2.277 | 33,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 68.656 | 5,47 | 1.446 | 5,78 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 194.246 | 39,81 | 4.091 | 40,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.089.781 | 16,35 | 107.191 | 16,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6.689 | 28,31 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 1.300.564 | 20,18 | 27 | 22,73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 334.621 | 7.047 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 284.972 | 18,94 | 6.002 | 19,35 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 362.099 | 126,82 | 7.618 | 127,37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 122.855 | 49,27 | 2.579 | 49,02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52.761 | 1.111 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 558 | 588,89 | 12 | 1.000,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 240.946 | 5.074 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25.950 | 547 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 324.487 | 32,30 | 6.834 | 32,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55.620 | 342,17 | 1.171 | 343,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 213.459 | 137,47 | 4.495 | 138,34 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 10.362 | 218 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 153.472 | 3.232 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 10.464 | 218 |
