Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF comprennent Teamwork Financial Advisors, LLC, Curran Financial Partners, LLC, ZEGA Investments, LLC, Dynamic Advisor Solutions LLC, Pensionmark Financial Group, Llc, BEAM Asset Management, LLC, Balboa Wealth Partners, Gibbs Wealth Management, EP Wealth Advisors, Inc., First Trust Advisors Lp, Divergent Planning, LLC, GSG Advisors LLC, Kingswood Wealth Advisors, Llc, FTBI - First Trust Balanced Income ETF, Skopos Labs, Inc., Twin Peaks Wealth Advisors, LLC, Colonial Trust Advisors, Ronald Blue Trust, Inc., Strategic Wealth Partners, Ltd., et Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 6 610 | 1,54 | 325 | -1,22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 000 | 98 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 814 972 | 4,18 | 89 114 | 1,26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 953 | 2,34 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 290 | 4,06 | 653 | 1,09 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 8 536 | 2,01 | 419 | -0,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 100 097 | 90,29 | 4 915 | 85,15 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45 077 | 9,21 | 2 213 | 6,14 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8 654 | 78,95 | 425 | 73,77 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 377 | 23,17 | 1 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 20 845 | 92,12 | 1 023 | 86,68 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 5 339 | 1,70 | 262 | -1,13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 950 | 3,17 | 604 | 3,79 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 31 407 | 52,24 | 1 542 | 47,98 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13 749 | 111,52 | 675 | 105,79 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 55 030 | 20,70 | 2 780 | 21,45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 651 296 | 2,77 | 130 179 | -0,12 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 706 | 5,47 | 329 | 2,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 130 | 203 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111 196 | 39,32 | 5 460 | 35,39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 103 860 | 9,08 | 5 100 | 6,01 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 6 140 | 3,61 | 301 | 0,67 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53 352 | 51,35 | 2 620 | 47,13 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 52 648 | 68,99 | 2 585 | 64,34 | ||||
| 2025-06-03 | 13F | Invst, LLC | 60 236 | 23,99 | 3 043 | 24,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 939 456 | 3,75 | 46 127 | 0,83 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 5 620 | 276 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 620 041 | 4,62 | 30 444 | 1,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 297 | 4,35 | 1 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 9 018 | 1,86 | 443 | -1,12 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 63 623 | 2,48 | 3 124 | -0,41 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 177 271 | 260,06 | 8 704 | 249,94 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 10 308 | 1,65 | 506 | -1,17 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 176 679 | 2,03 | 8 926 | 2,66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 116 008 | 6 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 36 686 | 5,94 | 1 801 | 2,97 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 61 997 | 9,94 | 3 044 | 6,88 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 129 315 | 34,05 | 6 349 | 30,29 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 27 664 | 1,67 | 1 358 | -1,16 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 472 | 220 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11 190 | 549 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9 299 | 457 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 21 801 | 4,77 | 1 101 | 5,46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 928 | 26,21 | 438 | 22,69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 61 157 | 16,69 | 3 003 | 13,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 329 374 | 14,61 | 16 172 | 11,39 | ||||
| 2025-07-16 | 13F | Novem Group | 8 960 | 40,15 | 440 | 36,34 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 190 473 | 15,63 | 9 356 | 12,37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 14 030 | 5,43 | 689 | 2,38 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 52 102 | 1,33 | 2 558 | -1,50 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 257 486 | 9,65 | 12 643 | 6,57 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13 581 | 0,53 | 667 | -2,35 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 220 318 | 0,82 | 10 818 | -2,01 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 13 337 | 0,97 | 655 | -1,95 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 16 374 | 8,60 | 804 | 5,52 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 335 433 | 2,76 | 16 470 | -0,13 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32 257 | 1 584 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 27 075 | 3,65 | 1 329 | 0,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31 328 | 16,19 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 819 849 | 5,59 | 40 262 | 2,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24 451 | 92,97 | 1 201 | 87,50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54 048 | 7,45 | 2 654 | 4,41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 58 913 | 9,52 | 2 893 | 6,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 704 698 | 13,55 | 280 101 | 10,36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 35 329 | 0,05 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19 668 | 966 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 471 | 67,11 | 514 | 62,66 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11 370 | 2,75 | 558 | -0,18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55 330 | 24,21 | 2 717 | 20,71 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 39 592 | 24,50 | 1 944 | 20,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51 274 | 54,30 | 2 518 | 50,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 319 368 | 1,37 | 64 781 | -1,48 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 327 531 | 271,19 | 16 082 | 260,80 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 10 353 | 7,13 | 508 | 4,10 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 25 338 | 112,50 | 1 244 | 106,64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 095 178 | 5,79 | 299 273 | 2,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 117 | 0,78 | 349 | -1,41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 178 014 | 6,67 | 8 740 | 3,68 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 31 298 | 96,60 | 1 537 | 91,04 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 36 144 | 143,95 | 1 775 | 137,17 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13 752 | 26,51 | 675 | 22,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 204 285 | 5,07 | 108 230 | 2,11 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 24 896 | 20,53 | 1 222 | 17,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 063 178 | 2,81 | 52 | 0,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57 205 | 5,74 | 2 809 | 2,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 803 | 13,44 | 1 611 | 10,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46 315 | 38,99 | 2 274 | 35,12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 168 739 | 6,78 | 8 285 | 3,78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37 055 | 18,99 | 1 819 | 15,64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78 452 | 3,16 | 3 852 | 0,23 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 409 633 | 7,50 | 20 | 5,26 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 27 039 | 2,22 | 1 328 | -0,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 175 014 | 46,50 | 8 593 | 42,39 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 60 445 | 6,41 | 3 021 | 5,30 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 851 | 21,14 | 91 | 16,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8 949 | 439 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14 865 | 69,96 | 741 | 76,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28 830 | 306,17 | 1 452 | 328,02 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 28 450 | 113,94 | 1 437 | 115,44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17 241 | 1,62 | 847 | -1,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 305 786 | 5,07 | 15 | 7,14 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 12 899 | 633 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 90 383 | 4 438 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 16 952 | 2,24 | 832 | -0,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 568 | 52,40 | 1 108 | 48,13 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 852 | 3,59 | 238 | 0,85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 286 257 | 0,78 | 14 052 | 2,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 35 505 | 12,83 | 1 743 | 9,69 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 9 480 | 465 | ||||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 13 374 | 7,20 | 657 | 4,13 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12 564 | 32,46 | 617 | 28,60 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 11 251 | 18,15 | 552 | 14,76 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 254 649 | 0,92 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 262 | 47,17 | 406 | 43,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 450 927 | 29,53 | 22 141 | 25,89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 194 140 | 9,80 | 9 532 | 6,72 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 10 002 | 20,48 | 491 | 17,18 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 463 | 10,12 | 268 | 7,20 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 33 449 | 7,91 | 1 642 | 4,92 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 101 879 | 2,36 | 5 002 | -0,52 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 911 | 0,34 | 487 | -2,41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 701 | 280 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 42 792 | 55,32 | 2 101 | 57,38 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 104 | 14,03 | 1 478 | 10,88 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 83 008 | 4,57 | 4 076 | 1,62 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 004 | 27,25 | 49 | 25,64 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 34 015 | 5,53 | 1 670 | 2,58 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 156 428 | 9,40 | 7 681 | 6,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 12 023 | 73,72 | 590 | 68,57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 136 836 | 6 719 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 850 | 287 | ||||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 84 495 | 5,59 | 4 149 | 2,62 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 829 178 | 40 713 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 520 881 | 3,47 | 25 575 | 0,57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 724 | 281 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 298 223 | 3,53 | 14 643 | 0,62 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 7 258 | 22,95 | 356 | 19,46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 033 | 53,32 | 100 | 50,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 24 318 | 1 194 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 332 402 | 10,27 | 16 322 | 7,18 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 47 172 | 46,19 | 2 316 | 42,09 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 15 | 0,00 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34 093 | 2,57 | 1 674 | -0,30 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 16 562 | 0,79 | 813 | -2,05 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 18 037 | 35,60 | 886 | 31,70 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 137 533 | 0,64 | 6 753 | -2,20 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4 405 | 216 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23 017 | 195,77 | 1 130 | 187,53 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 4 053 | 199 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 975 | 846,60 | 48 | 840,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 050 | 110,00 | 52 | 104,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 192 | 1,59 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 12 023 | 37,99 | 590 | 34,09 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 677 | 84 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 250 | 61 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7 094 | 16,33 | 348 | 12,99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 76 | 4 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 77 773 | 3 819 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 65 927 | 96,48 | 3 237 | 90,97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 319 | 22,83 | 507 | 19,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 427 | 33,37 | 316 | 30,71 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 348 865 | 79,29 | 17 129 | 74,25 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8 075 | 1,94 | 396 | -1,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 26 997 | 18,09 | 1 326 | 14,82 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 271 | 51,67 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 986 | 1,46 | 294 | 3,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 4 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 13 140 | 3,16 | 645 | 0,31 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 699 | 0,86 | 231 | -2,13 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 32 911 | 0,22 | 1 616 | -2,65 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 324 613 | 260,41 | 15 938 | 250,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 331 | 10,59 | 3 011 | 7,50 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 57 578 | 15,66 | 2 827 | 12,41 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 5 339 | 262 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 065 | 52 |
