Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF comprennent Private Advisor Group, LLC, Gladstone Institutional Advisory LLC, 1776 Wealth LLC, Novem Group, Brinker Capital Investments, LLC, Integrated Wealth Concepts LLC, FTBI - First Trust Balanced Income ETF, GWM Advisors LLC, Ronald Blue Trust, Inc., Cwm, Llc, et Geneos 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 384 187 | 0,67 | 7 880 | 3,39 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 016 | 205 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25 919 | 54,38 | 532 | 58,51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 845 | 202 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 36 606 | 30,54 | 751 | 33,93 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 25 648 | 27,00 | 526 | 37,34 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 29 500 | 2,66 | 605 | 5,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 659 475 | 0,53 | 13 526 | 3,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 886 | 1 023,12 | 80 | 1 028,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 386 485 | 1,61 | 7 927 | 4,36 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 35 029 | 65,79 | 718 | 70,55 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 129 069 | 3,49 | 2 647 | 6,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 600 | 12 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 594 988 | 2,82 | 12 203 | 5,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 531 | 0,07 | 360 | 2,87 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 108 330 | 69,67 | 2 223 | 74,35 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 456 | 13,28 | 297 | 16,54 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 65 265 | 25,35 | 1 339 | 28,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 345 367 | 66,68 | 7 083 | 71,21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 591 | 22,19 | 299 | 25,63 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 9 393 | 193 | ||||||
| 2025-07-17 | 13F | G&S Capital LLC | 120 915 | 3,94 | 2 480 | 6,72 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25 943 | 3,49 | 532 | 7,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 932 | 122 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 66 301 | 1 360 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 187 158 | 84,27 | 3 839 | 89,25 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 364 | 6,63 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 204 030 | 1,14 | 4 185 | 3,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 267 822 | 5 493 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 967 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5 076 | 2,15 | 104 | 5,05 | ||||
| 2025-07-16 | 13F | Novem Group | 13 901 | 285 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77 438 | 13,28 | 1 588 | 16,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 400 213 | 346,97 | 8 208 | 359,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22 844 | 4,23 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 86 838 | 9,64 | 1 781 | 12,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 50 705 | 18,08 | 1 040 | 21,24 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 54 410 | 51,59 | 1 116 | 55,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 094 412 | 4,67 | 22 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53 864 | 155,26 | 1 105 | 162,23 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 38 834 | 796 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 19 807 | 2,70 | 406 | 5,45 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | -16,67 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 116 | 77,48 | 413 | 82,30 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 16 686 | 16,98 | 342 | 20,42 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 42 023 | 862 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 334 | 0,60 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 000 | 41 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 129 019 | 5,48 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14 172 | 25,07 | 295 | 30,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 129 764 | 6,52 | 2 663 | 9,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 332 060 | 10,45 | 6 811 | 13,44 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 18 504 | 77,07 | 380 | 82,21 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 65 455 | 0,61 | 1 342 | 2,99 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 23 445 | 7,51 | 481 | 10,34 |
