Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund comprennent Exchange Traded Concepts, Llc, Quadrature Capital Ltd, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Summit Investment Advisory Services, LLC, Impact Partnership Wealth, LLC, WCG Wealth Advisors LLC, GGM Financials LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Balboa Wealth Partners, Tradewinds, LLC., Root Financial Partners, LLC, McAdam, LLC, Alerus Financial Na, Elequin Capital Lp, et China Universal Asset Management Co., Ltd. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | GGM Financials LLC | 9 323 | 428 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 126 840 | 8,56 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 68 810 | 29,35 | 3 158 | 30,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 190 069 | 2 111 777,78 | 8 722 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 723 967 | 1,15 | 33 223 | 1,68 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 91 893 | 0,71 | 4 217 | 1,22 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 69 254 | 2,94 | 3 178 | 3,48 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 103 | 7,23 | 326 | 7,62 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 54 000 | 2 478 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 109 432 | 5,38 | 5 022 | 5,93 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 551 | 459,93 | 71 | 491,67 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 300 | 0,54 | 610 | 1,16 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 15 463 | 134,89 | 710 | 136,33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10 497 | 32,71 | 482 | 33,24 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 11 724 | 0,16 | 538 | 0,75 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18 498 | 7,11 | 849 | 7,61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 132 144 | 35,14 | 6 064 | 35,87 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 330 | 6,35 | 749 | 7,00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 84 158 | 0,95 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 183 035 | 35,24 | 8 399 | 35,95 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 5 752 | 3,21 | 264 | 3,54 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 137 210 | 7,77 | 6 297 | 8,35 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 255 | 1,19 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 113 | 5 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 52 093 | 8,44 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8 124 | 7,35 | 373 | 7,83 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 591 | 3,61 | 257 | 4,07 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 31 003 | 7,47 | 1 423 | 8,05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 792 | 0,96 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 700 | 262 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74 222 | 0,39 | 3 406 | 0,95 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 54 458 | 1,15 | 2 499 | 1,71 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 50 920 | 0,99 | 2 337 | 1,52 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 73 560 | 2,03 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 12 752 | 0,49 | 585 | 1,04 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 84 229 | 6,04 | 3 865 | 6,59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 941 | 24,41 | 319 | 25,20 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 105 | 14,13 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 156 236 | 19,23 | 7 170 | 19,86 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 100 979 | 79,10 | 4 634 | 80,06 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 173 005 | 1,95 | 7 939 | 2,49 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 8 600 | 395 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 120 269 | 2,35 | 5 519 | 2,89 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 41 710 | 2,42 | 1 914 | 2,96 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 92 699 | 31,91 | 4 254 | 32,62 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 60 015 | 10,76 | 2 754 | 11,36 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 865 | 315 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 051 310 | 3,79 | 94 135 | 4,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19 633 | 4,06 | 901 | 4,53 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 548 | 2,71 | 484 | 3,42 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 17 889 | 43,91 | 821 | 44,62 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 9 903 | 2,81 | 454 | 3,42 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 26 484 | 3,18 | 1 215 | 3,76 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 600 | 28 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 86 966 | 106,70 | 3 991 | 107,81 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9 030 | 63,88 | 414 | 64,94 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 22 932 | 0,77 | 1 052 | 1,35 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 96 476 | 4 427 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5 044 | 17,47 | 231 | 17,86 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 5 752 | 264 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 162 516 | 5,53 | 7 458 | 6,09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219 239 | 0,05 | 10 061 | 0,57 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 42 990 | 0,39 | 1 973 | 0,92 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46 380 | 12,88 | 2 128 | 13,49 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 17 700 | 7,34 | 812 | 7,98 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 | 56 805 | 3,11 | 2 607 | 3,62 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5 612 | 5,59 | 258 | 6,20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 22 700 | 14,17 | 1 042 | 14,77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 860 | 48,40 | 452 | 49,17 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6 093 | 7,21 | 280 | 7,72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 8 572 | 393 | ||||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 300 170 | 134,37 | 13 775 | 135,61 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 136 986 | 6 286 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 335 | 31,32 | 887 | 31,99 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 380 | 0,35 | 247 | 0,82 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18 472 | 0,01 | 848 | 0,47 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 17 104 | 42,30 | 785 | 43,07 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 70 321 | 10,65 | 3 227 | 11,24 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 406 | 1,60 | 248 | 2,48 | ||||
| 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 | 216 059 | 7,36 | 9 896 | 6,98 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 25 762 | 10,74 | 1 182 | 11,40 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 19 370 | 889 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 460 217 | 24,42 | 21 119 | 25,08 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 147 874 | 3,77 | 6 786 | 4,32 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43 902 | 5,62 | 2 015 | 6,17 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 957 | 9,02 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 14 941 | 686 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 682 178 | 3,31 | 31 305 | 3,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 91 438 | 15,64 | 4 196 | 16,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 200 153 | 7,17 | 55 104 | 7,76 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 138 403 | 14,45 | 6 351 | 15,05 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 17 532 | 0,01 | 805 | 0,50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 947 | 43 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 771 | 293,37 | 35 | 337,50 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25 086 | 0,47 | 1 151 | 1,05 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 75 272 | 2,23 | 3 471 | 2,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 360 | 1,30 | 613 | 1,83 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 165 377 | 6,65 | 7 589 | 7,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 567 225 | 0,03 | 26 030 | 0,56 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 392 122 | 1,02 | 17 994 | 1,56 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 53 273 | 37,61 | 2 450 | 39,52 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 43 060 | 1,58 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 262 | 1,55 | 12 | 9,09 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 66 244 | 10,39 | 3 040 | 10,95 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 19 870 | 12,18 | 912 | 12,87 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 22 400 | 6,72 | 1 028 | 7,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 687 | 0,63 | 169 | 1,20 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 9 323 | 1,55 | 428 | 1,91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 928 | 27,17 | 4 402 | 27,85 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2 660 | 1,33 | 122 | 2,52 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 10 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 288 | 11,31 | 151 | 10,29 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 23 860 | 316,04 | 1 095 | 319,16 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 118 686 | 1,47 | 5 446 | 2,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 288 | 421,65 | 656 | 424,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 404 | 1,51 | 19 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 94 007 | 3,67 | 4 316 | 4,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 266 771 | 8,09 | 12 277 | 8,97 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 503 | 207 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 413 | 3,25 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 104 613 | 4 801 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4 904 | 225 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 36 709 | 15,96 | 1 685 | 16,54 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 60 940 | 5,83 | 2 797 | 6,39 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 314 | 473 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17 073 | 1,26 | 783 | 1,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 284 210 | 4,05 | 13 042 | 4,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 638 | 1,44 | 901 | 2,04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 65 562 | 11,01 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 78 254 | 7,03 | 3 591 | 7,61 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5 118 | 1,69 | 235 | 2,18 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 306 300 | 410,50 | 14 056 | 413,18 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 92 358 | 18,78 | 4 238 | 19,41 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12 025 | 552 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104 895 | 84,97 | 4 814 | 85,97 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 6 944 | 1,70 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 35 974 | 0,09 | 1 651 | 0,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 5 396 | 3,89 | 248 | 4,22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35 244 | 23,26 | 1 617 | 23,91 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 42 441 | 0,87 | 1 948 | 1,51 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5 680 | 261 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13 853 | 89,43 | 636 | 90,69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 330 940 | 36,87 | 15 187 | 37,59 | ||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 8 950 | 1,13 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 407 | 1 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 16 313 | 0,53 | 749 | 1,08 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 79 | 4 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5 897 | 1,64 | 271 | 2,27 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 96 406 | 12,08 | 4 424 | 12,68 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 456 319 | 0,12 | 20 972 | 2,48 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 40 221 | 0,54 | 1 846 | 1,04 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 655 762 | 2,30 | 30 093 | 2,84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 251 | 111,52 | 149 | 112,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 986 | 45 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 414 | 11,04 | 799 | 11,75 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 330 667 | 2,08 | 15 174 | 2,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 187 123 | 73,11 | 8 587 | 74,04 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 369 | 0,51 | 63 | 0,00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 325 | 15 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 9 431 | 2,26 | 433 | 2,61 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 356 598 | 10,51 | 16 364 | 11,09 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 68 800 | 3 157 |
