Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF comprennent Colony Group, LLC, Beaumont Financial Advisors, LLC, Clarus Group, Inc., Cooper Capital Advisors LLC, RiverTree Advisors, LLC, Maridea Wealth Management LLC, Atlantic Union Bankshares Corp, Newbridge Financial Services Group, Inc., Regal Investment Advisors LLC, First Trust Advisors Lp, Centerpoint Advisory Group, Asset Allocation Strategies LLC, Integrated Advisors Network LLC, WMG Financial Advisors, LLC, Wealthcare Advisory Partners LLC, L.m. Kohn & Company, Endeavor Private Wealth, Inc., TFB Advisors LLC, Belvedere Trading LLC, et EP Wealth Advisors, 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Park National Corp /oh/ | 718 063 | 2,55 | 17 743 | 6,83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9 611 | 106,02 | 237 | 115,45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 64 942 | 4,53 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 12 352 | 4,58 | 305 | 8,93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26 019 | 643 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 75 372 | 9,12 | 2 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45 305 | 62,37 | 1 075 | 58,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 35 264 | 197,36 | 871 | 208,87 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34 979 | 36,69 | 864 | 42,34 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8 516 | 210 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 933 | 221 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 371 052 | 13,50 | 58 589 | 18,24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 685 753 | 30,68 | 16 945 | 36,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 305 342 | 5 571,29 | 7 545 | 5 703,85 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 12 995 | 321 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 508 460 | 12 564 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 43 270 | 4,59 | 1 069 | 8,97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 589 340 | 18,69 | 63 983 | 23,64 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 8 361 | 209 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 25 097 | 620 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 189 271 | 13,40 | 4 677 | 18,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 121 952 | 107,82 | 3 013 | 116,61 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 106 154 | 2 623 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 119 335 | 3,45 | 2 949 | 7,75 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 98 553 | 7,73 | 2 435 | 12,26 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 66 303 | 1 638 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 521 561 | 11,69 | 37 598 | 16,35 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 745 | 1,99 | 43 | 7,50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 843 | 1,10 | 46 | 4,65 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35 003 | 25,92 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 52 300 | 20,65 | 1 292 | 25,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 109 | 4,17 | 1 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 44 426 | 18,32 | 1 104 | 24,04 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 161 224 | 11,27 | 3 984 | 15,89 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 132 218 | 1,17 | 3 267 | 5,42 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 147 119 | 14,30 | 3 635 | 19,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 310 752 | 27,78 | 7 679 | 33,11 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4 875 | 120 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 26 685 | 659 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 64 967 | 443,43 | 1 605 | 467,14 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 88 130 | 2,07 | 2 178 | 6,30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 874 | 0,74 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 134 626 | 46,37 | 3 327 | 52,50 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 89 941 | 2 222 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 687 426 | 2,36 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 14 186 | 11,00 | 351 | 15,51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 34 275 | 72,91 | 847 | 80,00 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8 578 | 212 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 33 857 | 13,77 | 837 | 18,58 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 81 588 | 59,20 | 2 016 | 65,93 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 534 906 | 9,70 | 13 218 | 14,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 37 621 | 32,40 | 930 | 37,83 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 58 620 | 3,65 | 1 448 | 7,98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 22 160 | 0,14 | 548 | 4,39 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 683 304 | 17,67 | 16 890 | 22,58 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62 875 | 44,37 | 1 554 | 50,34 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8 500 | 210 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17 782 | 2,27 | 439 | 6,55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 209 | 31,78 | 401 | 37,46 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 148 096 | 7,57 | 3 659 | 12,07 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15 174 | 0,46 | 375 | 4,47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 564 819 | 10,32 | 13 957 | 14,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 206 446 | 2,94 | 29 812 | 7,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 805 040 | 13,29 | 192 863 | 18,02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 45 444 | 16,39 | 1 123 | 21,17 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 82 162 | 3,60 | 2 030 | 7,92 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 17 859 | 3,33 | 441 | 7,82 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9 620 | 238 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 113 306 | 0,66 | 2 827 | 5,88 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 146 | 424 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26 716 | 21,35 | 660 | 26,44 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 10 100 | 250 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65 376 | 12,96 | 1 615 | 17,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 93 331 | 3,61 | 2 306 | 7,96 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 916 | 2,13 | 47 | 6,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 575 752 | 14,30 | 14 | 27,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20 782 | 514 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 12 692 | 0,87 | 314 | 5,03 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22 340 | 149,66 | 552 | 160,38 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 433 007 | 10 700 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 826 770 | 7,46 | 45 | 12,50 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12 962 | 31,02 | 320 | 36,75 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 318 232 | 8,16 | 7 864 | 12,68 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 25 258 | 74,97 | 624 | 82,46 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 38 662 | 63,59 | 955 | 70,54 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 68 696 | 8,28 | 1 697 | 12,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 92 544 | 167,72 | 2 287 | 179,12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 138 | 15,36 | 448 | 20,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 645 042 | 37,36 | 15 939 | 43,08 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2 000 | 47 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 44 873 | 0,37 | 1 109 | 4,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20 200 | 499 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 253 | 31,37 | 56 | 37,50 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 97 702 | 11,11 | 2 414 | 15,78 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 732 | 265 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 10 169 | 10,99 | 252 | 20,00 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 57 286 | 5,88 | 1 416 | 10,29 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 44 394 | 2,67 | 1 097 | 6,93 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 263 | 204 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 130 488 | 5,60 | 3 224 | 10,03 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20 286 | 0,21 | 501 | 4,38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 225 | 32,52 | 302 | 38,53 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 37 736 | 2,04 | 932 | 6,27 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 846 | 2,17 | 21 | 16,67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 118 014 | 34,04 | 2 916 | 39,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 105 675 | 23,14 | 2 611 | 28,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 142 991 | 45,52 | 52 953 | 51,59 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98 235 | 4,96 | 2 427 | 9,32 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 061 445 | 1,05 | 25 177 | -1,12 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 56 350 | 0,62 | 1 337 | -1,55 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 54 793 | 7,66 | 1 354 | 12,10 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27 782 | 686 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 857 825 | 21 197 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19 853 | 32,96 | 491 | 38,42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 166 853 | 2,72 | 4 123 | 7,01 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 634 190 | 2,22 | 15 671 | 6,48 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 29 767 | 736 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 849 080 | 10,54 | 45 691 | 15,15 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 530 | 22,16 | 260 | 27,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 020 175 | 10,32 | 25 209 | 14,93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 772 479 | 5,57 | 19 088 | 9,97 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 251 | 1,35 | 550 | 5,58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 33 125 | 14,31 | 819 | 19,07 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 49 043 | 11,62 | 1 212 | 16,22 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 26 251 | 649 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 43 266 | 1 069 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31 007 | 766 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 650 | 238 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8 793 | 217 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 541 004 | 15,37 | 13 368 | 20,18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 044 | 18,81 | 75 | 25,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 40 171 | 47,52 | 993 | 53,80 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 74 971 | 143,01 | 2 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 14 823 | 36,40 | 366 | 39,16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 64 656 | 1,75 | 1 598 | 5,97 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 128 883 | 2 526,51 | 3 185 | 10,71 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8 813 | 0,40 | 218 | 4,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 27 523 | 65,67 | 680 | 62,29 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 8 319 | 206 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 591 620 | 6,81 | 14 814 | 12,76 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 79 777 | 10,97 | 1 971 | 15,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 134 011 | 2,48 | 3 311 | 6,77 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 24 418 | 4,97 | 603 | 9,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 163 639 | 591,57 | 4 044 | 620,68 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 520 | 334 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 75 319 | 115,13 | 1 861 | 124,22 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 27 862 | 1,76 | 688 | 6,01 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 347 949 | 9,61 | 8 253 | 2,85 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49 028 | 0,36 | 1 211 | 4,58 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 144 676 | 18,56 | 3 575 | 23,50 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 198 | 227 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 140 889 | 8,27 | 3 481 | 12,80 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 27 523 | 33,41 | 680 | 39,06 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 19 579 | 10,71 | 484 | 15,27 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 53 867 | 21,96 | 1 331 | 27,13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56 223 | 1 389 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 58 683 | 16,42 | 1 450 | 21,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 328 | 8 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 55 708 | 22,96 | 1 377 | 28,12 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 228 560 | 19,19 | 5 648 | 24,16 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 480 | 210 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 903 006 | 69,69 | 22 313 | 76,78 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 564 607 | 3 213,42 | 13 951 | 3 353,22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 617 | 40 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 56 320 | 26,49 | 1 392 | 31,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 135 223 | 628,45 | 3 325 | 684,20 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 874 | 60,38 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 344 821 | 30,77 | 8 521 | 37,51 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 291 424 | 7 201 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 65 345 | 17,44 | 1 615 | 22,37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 17 254 | 2,01 | 426 | 6,23 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 29 601 | 8,78 | 731 | 13,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 282 398 | 0,77 | 6 978 | 4,98 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 296 484 | 11,70 | 7 326 | 16,36 |
